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 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.67K- 2.33% |
$2.08M - $2.23M
|
154K
$93.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.73K- 10.84% |
$2.12M - $2.26M
|
30.6K
$18.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.76K- 3.28% |
$2.14M - $2.29M
|
111K
$67.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.78K- 4.2% |
$2.14M - $2.29M
|
86.1K
$52.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.78K- 2.08% |
$2.15M - $2.3M
|
178K
$108M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 2.47% |
$2.17M - $2.32M
|
151K
$91.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.82K- 19.31% |
$2.17M - $2.32M
|
16K
$9.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.85K- 31.02% |
$2.19M - $2.34M
|
8.56K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.85K- 2.04% |
$2.19M - $2.34M
|
185K
$113M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.86K- 2.76% |
$2.19M - $2.34M
|
136K
$82.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-3.94K- 2.11% |
$2.24M - $2.39M
|
183K
$112M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.97K- 9.1% |
$2.26M - $2.41M
|
39.7K
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4K- 1.82% |
$2.27M - $2.43M
|
216K
$132M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.01K- 54.42% |
$2.27M - $2.43M
|
3.36K
$2.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.19K- 2.14% |
$2.38M - $2.54M
|
191K
$117M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.47K- 6.36% |
$2.54M - $2.72M
|
65.9K
$40.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-4.5K- 7.38% |
$2.56M - $2.74M
|
56.5K
$34.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.53K- 19.57% |
$2.57M - $2.75M
|
18.6K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.56K- 10.53% |
$2.59M - $2.77M
|
38.8K
$23.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.7K- 5.71% |
$2.67M - $2.86M
|
77.6K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.76K- 7.59% |
$2.7M - $2.89M
|
58K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.83K- 1.78% |
$2.74M - $2.93M
|
267K
$163M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.05K- 23.46% |
$2.87M - $3.07M
|
16.5K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.12K- 15.09% |
$2.91M - $3.11M
|
28.8K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.16K- 2.36% |
$2.93M - $3.14M
|
213K
$130M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.18K- 1.4% |
$2.94M - $3.15M
|
366K
$223M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 5.39% |
$3.01M - $3.23M
|
93.1K
$56.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.35K- 9.91% |
$3.04M - $3.25M
|
48.7K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.36K- 7.95% |
$3.05M - $3.26M
|
62.1K
$37.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.43K- 78.17% |
$3.08M - $3.3M
|
1.52K
$924K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.45K- 17.64% |
$3.09M - $3.31M
|
25.4K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.5K- 20.83% |
$3.12M - $3.34M
|
20.9K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-5.61K- 21.13% |
$3.18M - $3.41M
|
20.9K
$12.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.74K- 5.61% |
$3.26M - $3.49M
|
96.6K
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-5.82K- 54.18% |
$3.31M - $3.54M
|
4.92K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.86K- 48.57% |
$3.33M - $3.56M
|
6.2K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.88K- 12.73% |
$3.34M - $3.57M
|
40.3K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.94K- 2.85% |
$3.37M - $3.61M
|
202K
$123M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.94K- 2.51% |
$3.37M - $3.61M
|
231K
$141M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.99K- 15.7% |
$3.4M - $3.64M
|
32.1K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.05K- 10.54% |
$3.44M - $3.68M
|
51.3K
$31.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.19K- 10.73% |
$3.51M - $3.76M
|
51.5K
$31.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.19K- 3.05% |
$3.51M - $3.76M
|
196K
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.22K- 8.93% |
$3.53M - $3.78M
|
63.5K
$38.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.4K- 29.13% |
$3.63M - $3.89M
|
15.6K
$9.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.53K- 5.42% |
$3.7M - $3.97M
|
114K
$69.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.56K- 12.92% |
$3.73M - $3.99M
|
44.2K
$27M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.6K- 50.59% |
$3.75M - $4.01M
|
6.45K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.62K- 34.98% |
$3.76M - $4.03M
|
12.3K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-6.72K- 31.41% |
$3.82M - $4.09M
|
14.7K
$8.95M
|