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
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.22K- 12.9% |
$693K - $742K
|
8.25K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 0.77% |
$694K - $743K
|
157K
$92.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.23K- 4.41% |
$698K - $747K
|
26.7K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.23K- 2.15% |
$698K - $748K
|
55.9K
$33.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.23K- 8.86% |
$701K - $750K
|
12.7K
$7.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.24K- 3.47% |
$703K - $752K
|
34.4K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.24K- 3.2% |
$703K - $752K
|
37.4K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 1.79% |
$705K - $754K
|
67.9K
$40.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.25K- 18.44% |
$710K - $760K
|
5.53K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.25K- 10.55% |
$711K - $762K
|
10.6K
$6.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.25K- 10.02% |
$712K - $762K
|
11.3K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.26K- 14.94% |
$713K - $763K
|
7.15K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.26K- 54.23% |
$714K - $764K
|
1.06K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.26K- 17.68% |
$715K - $765K
|
5.86K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.26K- 0.77% |
$717K - $767K
|
163K
$96.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.27K- 1.67% |
$719K - $770K
|
74.7K
$44.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.27K- 3.71% |
$723K - $774K
|
33K
$19.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.3K- 1.51% |
$736K - $788K
|
84.8K
$50.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.31K- 15.7% |
$743K - $795K
|
7.02K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.31K- 2.11% |
$745K - $797K
|
60.9K
$36.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.32K- 17.37% |
$747K - $799K
|
6.26K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.32K- 5.94% |
$747K - $800K
|
20.8K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.33K- 15.87% |
$755K - $808K
|
7.05K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.33K- 4.1% |
$756K - $810K
|
31.2K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.34K- 4.68% |
$760K - $813K
|
27.2K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.34K- 0.84% |
$762K - $816K
|
159K
$94.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.35K- 6.75% |
$768K - $822K
|
18.7K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.36K- 1.12% |
$773K - $827K
|
120K
$71M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.36K- 0.62% |
$773K - $827K
|
220K
$130M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.37K- 6.22% |
$776K - $831K
|
20.6K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.38K- 0.5% |
$782K - $837K
|
272K
$161M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.38K- 3.82% |
$784K - $839K
|
34.7K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.39K- 3.5% |
$789K - $844K
|
38.3K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 9.09% |
$806K - $862K
|
14.2K
$8.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.44K- 3.15% |
$815K - $873K
|
44.2K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.46K- 1.88% |
$828K - $886K
|
75.9K
$45M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.48K- 56.99% |
$838K - $897K
|
1.11K
$660K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 11.56% |
$839K - $898K
|
11.3K
$6.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.52K- 2.67% |
$865K - $926K
|
55.5K
$32.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.54K- 5.53% |
$872K - $933K
|
26.2K
$15.5M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.54K- 10.37% |
$874K - $935K
|
13.3K
$7.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.54K- 0.75% |
$875K - $937K
|
204K
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.55K- 2.38% |
$879K - $941K
|
63.5K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.56K- 69.43% |
$884K - $946K
|
685
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.59K- 0.56% |
$904K - $968K
|
285K
$169M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 7.06% |
$906K - $969K
|
21K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-1.61K- 8.36% |
$912K - $977K
|
17.6K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.61K- 41.66% |
$916K - $981K
|
2.26K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.61K- 1.4% |
$916K - $981K
|
114K
$67.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.62K- 15.27% |
$922K - $987K
|
9.01K
$5.34M
|