Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-634- 6.06% |
$360K - $385K
|
9.83K
$5.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-638- 0.61% |
$362K - $388K
|
104K
$63.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-642- 50.95% |
$365K - $390K
|
618
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-642- 21.18% |
$365K - $390K
|
2.39K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-661- 3.23% |
$375K - $402K
|
19.8K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-674- 2.81% |
$383K - $410K
|
23.3K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-698- 7.93% |
$396K - $424K
|
8.11K
$4.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-704- 5.98% |
$400K - $428K
|
11.1K
$6.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-718- 4.8% |
$408K - $436K
|
14.2K
$8.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-741- 43.03% |
$421K - $450K
|
981
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-742- 7.38% |
$421K - $451K
|
9.31K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-757- 1.4% |
$430K - $460K
|
53.3K
$32.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-777- 6.41% |
$441K - $472K
|
11.3K
$6.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-787- 4.88% |
$447K - $478K
|
15.4K
$9.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-791- 1.34% |
$449K - $481K
|
58.3K
$35.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-794- 7.66% |
$451K - $483K
|
9.57K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-800- 5.44% |
$454K - $486K
|
13.9K
$8.41M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-801- 4.37% |
$455K - $487K
|
17.5K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-810- 4.2% |
$460K - $492K
|
18.5K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-812- 3.66% |
$461K - $494K
|
21.3K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-825- 0.61% |
$468K - $501K
|
135K
$81.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-825- 6.67% |
$468K - $501K
|
11.5K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-838- 5.04% |
$476K - $509K
|
15.8K
$9.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 5.02% |
$476K - $510K
|
15.9K
$9.59M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-848- 30.05% |
$482K - $515K
|
1.97K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-870- 17.37% |
$494K - $529K
|
4.14K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-873- 0.89% |
$496K - $531K
|
96.9K
$58.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-875- 3.9% |
$497K - $532K
|
21.6K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-876- 1.61% |
$497K - $532K
|
53.4K
$32.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-877- 2.43% |
$498K - $533K
|
35.3K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-878- 3.24% |
$499K - $534K
|
26.2K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-879- 3.1% |
$499K - $534K
|
27.5K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-888- 32.94% |
$504K - $540K
|
1.81K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-898- 3.28% |
$510K - $546K
|
26.5K
$16M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-902- 2.3% |
$512K - $548K
|
38.3K
$23.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-910- 0.87% |
$517K - $553K
|
104K
$62.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-912- 11.7% |
$518K - $554K
|
6.88K
$4.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-922- 3.18% |
$524K - $560K
|
28.1K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-928- 0.55% |
$527K - $564K
|
167K
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-938- 22.86% |
$533K - $570K
|
3.17K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-938- 15.59% |
$533K - $570K
|
5.08K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-939- 25.9% |
$533K - $571K
|
2.69K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-946- 5.57% |
$537K - $575K
|
16.1K
$9.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-963- 1.67% |
$547K - $585K
|
56.7K
$34.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-969- 7.63% |
$550K - $589K
|
11.7K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-990- 1.53% |
$562K - $602K
|
63.5K
$38.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-997- 10.92% |
$566K - $606K
|
8.13K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-998- 60.12% |
$567K - $607K
|
662
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1K- 3.4% |
$568K - $608K
|
28.4K
$17.2M
|