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
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.59K- 0.56% |
$904K - $968K
|
285K
$175M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 7.06% |
$906K - $969K
|
21K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-1.61K- 8.36% |
$912K - $977K
|
17.6K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.61K- 41.66% |
$916K - $981K
|
2.26K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.61K- 1.4% |
$916K - $981K
|
114K
$69.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.62K- 15.27% |
$922K - $987K
|
9.01K
$5.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.64K- 0.94% |
$928K - $994K
|
173K
$106M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.64K- 7.54% |
$931K - $996K
|
20.1K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.66K- 4.11% |
$940K - $1.01M
|
38.7K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 5.27% |
$961K - $1.03M
|
30.4K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.7K- 3.6% |
$966K - $1.03M
|
45.6K
$28M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-1.7K- 1.92% |
$967K - $1.04M
|
87.1K
$53.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.77K- 3.33% |
$1M - $1.07M
|
51.3K
$31.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.8K- 0.93% |
$1.02M - $1.09M
|
191K
$117M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.83K- 2.62% |
$1.04M - $1.11M
|
68K
$41.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.84K- 59.23% |
$1.05M - $1.12M
|
1.27K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.86K- 2.24% |
$1.05M - $1.13M
|
80.9K
$49.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 7.8% |
$1.06M - $1.14M
|
22.1K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.88K- 2.37% |
$1.07M - $1.14M
|
77.5K
$47.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.46% |
$1.09M - $1.17M
|
130K
$79.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.93K- 25.41% |
$1.1M - $1.17M
|
5.67K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.93K- 8.71% |
$1.1M - $1.18M
|
20.3K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 33.19% |
$1.12M - $1.2M
|
3.96K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.99K- 1.35% |
$1.13M - $1.21M
|
146K
$89.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.99K- 3.16% |
$1.13M - $1.21M
|
61K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2K- 2.68% |
$1.14M - $1.22M
|
72.7K
$44.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.01K- 9.88% |
$1.14M - $1.22M
|
18.3K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.01K- 1.16% |
$1.14M - $1.22M
|
171K
$105M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.01K- 2.27% |
$1.14M - $1.22M
|
86.5K
$53M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.02K- 1.48% |
$1.15M - $1.23M
|
134K
$82.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.03K- 2.13% |
$1.15M - $1.23M
|
93K
$57M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.06K- 4.54% |
$1.17M - $1.25M
|
43.2K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 2.35% |
$1.17M - $1.25M
|
85.7K
$52.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.08K- 41.56% |
$1.18M - $1.26M
|
2.93K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-2.09K- 6.31% |
$1.19M - $1.27M
|
31.1K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.12K- 10.38% |
$1.2M - $1.29M
|
18.3K
$11.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.14K- 7.96% |
$1.21M - $1.3M
|
24.7K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.16K- 5.0% |
$1.23M - $1.31M
|
41.1K
$25.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.21K- 19.41% |
$1.26M - $1.34M
|
9.18K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.21K- 2.29% |
$1.26M - $1.34M
|
94.2K
$57.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.22K- 1.03% |
$1.26M - $1.35M
|
213K
$130M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.22K- 8.69% |
$1.26M - $1.35M
|
23.4K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.28K- 8.41% |
$1.3M - $1.39M
|
24.9K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.29K- 28.09% |
$1.3M - $1.39M
|
5.85K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.33K- 5.39% |
$1.33M - $1.42M
|
41K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.35K- 1.77% |
$1.33M - $1.43M
|
130K
$79.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.35K- 5.3% |
$1.33M - $1.43M
|
42K
$25.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 70.85% |
$1.35M - $1.44M
|
978
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.39K- 53.16% |
$1.36M - $1.45M
|
2.1K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.42K- 8.82% |
$1.37M - $1.47M
|
25K
$15.3M
|