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
|
Berkshire Bank
|
SELL
|
- |
-3.42K- 3.75% |
$1.94M - $2.08M
|
87.7K
$53.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-3.43K- 5.91% |
$1.94M - $2.08M
|
54.5K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.5K- 21.93% |
$1.99M - $2.13M
|
12.5K
$7.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.52K- 84.72% |
$2M - $2.14M
|
635
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.52K- 5.37% |
$2M - $2.14M
|
62.1K
$38M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.58K- 3.43% |
$2.03M - $2.17M
|
101K
$61.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.59K- 83.36% |
$2.04M - $2.18M
|
716
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.65K- 98.12% |
$2.07M - $2.22M
|
70
$42.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.65K- 5.37% |
$2.07M - $2.22M
|
64.3K
$39.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.66K- 1.49% |
$2.08M - $2.22M
|
241K
$148M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.67K- 2.33% |
$2.08M - $2.23M
|
154K
$94.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.73K- 10.84% |
$2.12M - $2.26M
|
30.6K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.76K- 3.28% |
$2.14M - $2.29M
|
111K
$68M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.78K- 4.2% |
$2.14M - $2.29M
|
86.1K
$52.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.78K- 2.08% |
$2.15M - $2.3M
|
178K
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 2.47% |
$2.17M - $2.32M
|
151K
$92.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.82K- 19.31% |
$2.17M - $2.32M
|
16K
$9.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.85K- 31.02% |
$2.19M - $2.34M
|
8.56K
$5.25M
|
|
|
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
$83.3M
|
|
|
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
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4K- 1.82% |
$2.27M - $2.43M
|
216K
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-4K- 10.73% |
$2.27M - $2.43M
|
33.3K
$20.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.01K- 54.42% |
$2.27M - $2.43M
|
3.36K
$2.06M
|
|
|
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
$40.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-4.5K- 7.38% |
$2.56M - $2.74M
|
56.5K
$34.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.53K- 19.57% |
$2.57M - $2.75M
|
18.6K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.56K- 10.53% |
$2.59M - $2.77M
|
38.8K
$23.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.7K- 5.71% |
$2.67M - $2.86M
|
77.6K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.76K- 7.59% |
$2.7M - $2.89M
|
58K
$35.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.83K- 1.78% |
$2.74M - $2.93M
|
267K
$164M
|
|
|
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
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.16K- 2.36% |
$2.93M - $3.14M
|
213K
$131M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.18K- 1.4% |
$2.94M - $3.15M
|
366K
$224M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 5.39% |
$3.01M - $3.23M
|
93.1K
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.35K- 9.91% |
$3.04M - $3.25M
|
48.7K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.36K- 7.95% |
$3.05M - $3.26M
|
62.1K
$38.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.43K- 78.17% |
$3.08M - $3.3M
|
1.52K
$929K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.45K- 17.64% |
$3.09M - $3.31M
|
25.4K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.5K- 20.83% |
$3.12M - $3.34M
|
20.9K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-5.61K- 21.13% |
$3.18M - $3.41M
|
20.9K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-5.69K- 5.44% |
$3.23M - $3.46M
|
98.9K
$60.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.74K- 5.61% |
$3.26M - $3.49M
|
96.6K
$59.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-5.82K- 54.18% |
$3.31M - $3.54M
|
4.92K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.86K- 48.57% |
$3.33M - $3.56M
|
6.2K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.88K- 12.73% |
$3.34M - $3.57M
|
40.3K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.94K- 2.85% |
$3.37M - $3.61M
|
202K
$124M
|