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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-15.3K- 85.22% |
$8.71M - $9.32M
|
2.66K
$1.62M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.7K- 4.86% |
$8.89M - $9.52M
|
306K
$187M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-15.8K- 43.92% |
$8.95M - $9.58M
|
20.1K
$12.3M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.57% |
$8.95M - $9.58M
|
2.73M
$1.67B
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-15.9K- 21.87% |
$9.02M - $9.66M
|
56.8K
$34.6M
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-15.9K- 12.94% |
$9.03M - $9.66M
|
107K
$65.2M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.4K- 59.0% |
$9.3M - $9.96M
|
11.4K
$6.94M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.4K- 15.0% |
$9.33M - $9.99M
|
93.1K
$56.8M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.6K- 70.51% |
$9.44M - $10.1M
|
6.95K
$4.24M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-17K- 2.68% |
$9.62M - $10.3M
|
616K
$375M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-18.6K- 4.72% |
$10.6M - $11.3M
|
376K
$229M
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-18.8K- 11.24% |
$10.7M - $11.4M
|
149K
$90.7M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.2K- 82.55% |
$10.9M - $11.7M
|
4.07K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-19.2K- 87.58% |
$10.9M - $11.7M
|
2.73K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-19.6K- 31.22% |
$11.1M - $11.9M
|
43.1K
$26.3M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.6K- 3.54% |
$11.1M - $11.9M
|
534K
$326M
|
|
Feb 13, 2025
Q4 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-19.7K- 9.14% |
$11.2M - $12M
|
196K
$119M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.8K- 5.61% |
$11.3M - $12M
|
333K
$203M
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-20.3K- 5.18% |
$11.5M - $12.3M
|
372K
$227M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.9K- 17.84% |
$11.8M - $12.7M
|
96.1K
$58.6M
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.9K- 25.66% |
$11.9M - $12.7M
|
60.5K
$36.9M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-21K- 36.26% |
$11.9M - $12.7M
|
36.8K
$22.5M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-22.4K- 1.73% |
$12.7M - $13.6M
|
1.27M
$775M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-25.4K- 10.31% |
$14.4M - $15.4M
|
221K
$134M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.9K- 1.25% |
$15.8M - $17M
|
2.21M
$1.35B
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.7K- 32.44% |
$16.3M - $17.4M
|
59.8K
$36.4M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.7K- 46.73% |
$16.3M - $17.5M
|
32.7K
$20M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-29.4K- 92.16% |
$16.7M - $17.9M
|
2.5K
$1.53M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-29.8K- 87.73% |
$16.9M - $18.1M
|
4.17K
$2.54M
|
|
Feb 05, 2025
Q4 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-31K- 6.89% |
$17.6M - $18.8M
|
419K
$255M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-31.5K- 10.16% |
$17.9M - $19.1M
|
278K
$170M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-32K- 0.95% |
$18.2M - $19.5M
|
3.34M
$2.04B
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.1K- 99.9% |
$18.2M - $19.5M
|
32
$19.5K
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-32.5K- 31.78% |
$18.4M - $19.7M
|
69.7K
$42.5M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32.6K- 23.32% |
$18.5M - $19.8M
|
107K
$65.4M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.1K- 5.98% |
$18.8M - $20.1M
|
521K
$317M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.2K- 5.27% |
$19.4M - $20.8M
|
614K
$374M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.9K- 8.29% |
$19.8M - $21.2M
|
386K
$235M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-35.9K- 37.11% |
$20.4M - $21.8M
|
60.8K
$37M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.5K- 0.87% |
$20.7M - $22.2M
|
4.18M
$2.55B
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.2K- 4.6% |
$21.7M - $23.2M
|
792K
$483M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-38.5K- 58.09% |
$21.9M - $23.4M
|
27.8K
$17M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-39.4K- 1.18% |
$22.4M - $24M
|
3.31M
$2.02B
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-40K- 40.0% |
$22.7M - $24.3M
|
60K
$36.6M
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-40.1K- 13.03% |
$22.8M - $24.4M
|
267K
$163M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-41.6K- 7.06% |
$23.6M - $25.3M
|
548K
$334M
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-41.7K- 27.09% |
$23.7M - $25.4M
|
112K
$68.5M
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-42.5K- 22.13% |
$24.1M - $25.8M
|
149K
$91.1M
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-43.8K- 60.17% |
$24.9M - $26.6M
|
29K
$17.7M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-45.4K- 6.56% |
$25.8M - $27.6M
|
647K
$395M
|