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 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.35K- 1.77% |
$1.33M - $1.43M
|
130K
$79.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.35K- 5.3% |
$1.33M - $1.43M
|
42K
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 70.85% |
$1.35M - $1.44M
|
978
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.39K- 53.16% |
$1.36M - $1.45M
|
2.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.42K- 8.82% |
$1.37M - $1.47M
|
25K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.43K- 1.07% |
$1.38M - $1.48M
|
225K
$137M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 0.71% |
$1.39M - $1.48M
|
340K
$207M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.45K- 3.09% |
$1.39M - $1.49M
|
76.8K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 38.66% |
$1.39M - $1.49M
|
3.89K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.45K- 3.55% |
$1.39M - $1.49M
|
66.6K
$40.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.48K- 3.22% |
$1.41M - $1.51M
|
74.5K
$45.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-2.5K- 14.81% |
$1.42M - $1.52M
|
14.4K
$8.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.53K- 5.4% |
$1.43M - $1.53M
|
44.2K
$26.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.53K- 9.87% |
$1.44M - $1.54M
|
23.1K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-2.55K- 0.51% |
$1.45M - $1.55M
|
497K
$303M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.59K- 28.71% |
$1.47M - $1.57M
|
6.43K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.61K- 2.82% |
$1.48M - $1.58M
|
89.7K
$54.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.61K- 74.55% |
$1.48M - $1.59M
|
892
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.65K- 4.39% |
$1.51M - $1.61M
|
57.8K
$35.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.67K- 2.18% |
$1.51M - $1.62M
|
120K
$73.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.69K- 2.48% |
$1.53M - $1.63M
|
106K
$64.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.71K- 15.3% |
$1.54M - $1.65M
|
15K
$9.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.73K- 2.42% |
$1.55M - $1.66M
|
110K
$67.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.73K- 1.94% |
$1.55M - $1.66M
|
138K
$84.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.73K- 8.13% |
$1.55M - $1.66M
|
30.9K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.74K- 12.34% |
$1.56M - $1.67M
|
19.5K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.77K- 0.48% |
$1.58M - $1.69M
|
580K
$353M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.83K- 3.05% |
$1.61M - $1.72M
|
89.9K
$54.8M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.87K- 38.15% |
$1.63M - $1.74M
|
4.65K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.89K- 3.52% |
$1.64M - $1.76M
|
79.2K
$48.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.89K- 43.15% |
$1.64M - $1.76M
|
3.81K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.91K- 2.96% |
$1.65M - $1.77M
|
95.3K
$58.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.96K- 41.24% |
$1.68M - $1.8M
|
4.21K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.98K- 27.0% |
$1.69M - $1.81M
|
8.06K
$4.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3K- 2.09% |
$1.7M - $1.82M
|
141K
$85.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.08K- 18.67% |
$1.75M - $1.87M
|
13.4K
$8.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.12K- 13.71% |
$1.77M - $1.9M
|
19.6K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.13K- 4.11% |
$1.77M - $1.9M
|
73K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 60.82% |
$1.79M - $1.91M
|
2.03K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-3.16K- 4.86% |
$1.79M - $1.92M
|
61.9K
$37.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-3.18K- 9.12% |
$1.81M - $1.93M
|
31.7K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.19K- 10.93% |
$1.81M - $1.94M
|
26K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3.2K- 1.64% |
$1.82M - $1.94M
|
192K
$117M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.2K- 1.21% |
$1.82M - $1.95M
|
261K
$159M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-3.21K- 0.66% |
$1.82M - $1.95M
|
481K
$293M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.22K- 1.94% |
$1.83M - $1.96M
|
163K
$99.5M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.28K- 9.25% |
$1.86M - $1.99M
|
32.1K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.3K- 11.76% |
$1.87M - $2M
|
24.7K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.31K- 7.14% |
$1.88M - $2.01M
|
43K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.32K- 1.57% |
$1.89M - $2.02M
|
209K
$127M
|