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 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.57K+ 280.44% |
$2.03M - $2.17M
|
4.84K
$2.92M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.54KNew |
$2.01M - $2.15M
|
3.54K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.53K+ 457.46% |
$2M - $2.14M
|
4.3K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.52KNew |
$2M - $2.14M
|
3.52K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.52K+ 17.23% |
$2M - $2.14M
|
23.9K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.52K+ 118.54% |
$2M - $2.14M
|
6.48K
$3.91M
|
|
|
May 15, 2025
Q4 2024
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
3.51KNew |
$1.99M - $2.13M
|
3.51K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.51KNew |
$1.99M - $2.13M
|
3.51K
$2.12M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.5KNew |
$1.99M - $2.13M
|
3.5K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.49K+ 32.96% |
$1.98M - $2.12M
|
14.1K
$8.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.49KNew |
$1.98M - $2.12M
|
3.49K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 14.74% |
$1.97M - $2.11M
|
27.1K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.48K+ 19.16% |
$1.97M - $2.11M
|
21.6K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.47KNew |
$1.97M - $2.11M
|
3.47K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.46K+ 2.81% |
$1.96M - $2.1M
|
127K
$76.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.46K+ 3.49% |
$1.96M - $2.1M
|
102K
$61.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.45KNew |
$1.96M - $2.1M
|
3.45K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 4.05% |
$1.95M - $2.09M
|
88.4K
$53.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.43KNew |
$1.95M - $2.09M
|
3.43K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.42KNew |
$1.94M - $2.08M
|
3.42K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.41K+ 3.02% |
$1.94M - $2.07M
|
116K
$70.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.4K+ 285.86% |
$1.93M - $2.06M
|
4.58K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.39KNew |
$1.93M - $2.06M
|
3.39K
$2.05M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.37KNew |
$1.92M - $2.05M
|
3.37K
$2.03M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
3.32KNew |
$1.88M - $2.01M
|
3.32K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.31K+ 9.11% |
$1.88M - $2.01M
|
39.7K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.31K+ 106.27% |
$1.88M - $2.01M
|
6.42K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 17.24% |
$1.87M - $2M
|
22.4K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.29K+ 42.55% |
$1.87M - $2M
|
11K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
3.28KNew |
$1.86M - $1.99M
|
3.28K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.26K+ 16.0% |
$1.85M - $1.98M
|
23.6K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.23KNew |
$1.83M - $1.96M
|
3.23K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.21K+ 41.31% |
$1.82M - $1.95M
|
11K
$6.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.2K+ 9.27% |
$1.82M - $1.94M
|
37.7K
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
3.2K+ 701.32% |
$1.82M - $1.94M
|
3.65K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.2K+ 249.77% |
$1.82M - $1.94M
|
4.48K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.18K+ 36.72% |
$1.81M - $1.93M
|
11.8K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.15K+ 449.43% |
$1.79M - $1.91M
|
3.85K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.13K+ 1.83% |
$1.78M - $1.9M
|
175K
$105M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.1K+ 27.39% |
$1.76M - $1.88M
|
14.4K
$8.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.1K+ 1453.05% |
$1.76M - $1.88M
|
3.31K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.08KNew |
$1.75M - $1.87M
|
3.08K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.02K+ 4.51% |
$1.71M - $1.83M
|
69.9K
$42.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 21.97% |
$1.71M - $1.83M
|
16.7K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01K+ 4.01% |
$1.71M - $1.83M
|
78K
$47M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3K+ 39.37% |
$1.71M - $1.83M
|
10.6K
$6.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3KNew |
$1.7M - $1.82M
|
3K
$1.81M
|