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 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.87K+ 17.24% |
$1.63M - $1.75M
|
19.5K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.85KNew |
$1.62M - $1.73M
|
2.85K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 3.38% |
$1.62M - $1.73M
|
87.2K
$44.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.83K+ 8.0% |
$1.61M - $1.72M
|
38.2K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.82KNew |
$1.6M - $1.72M
|
2.82K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.82KNew |
$1.6M - $1.71M
|
2.82K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.81KNew |
$1.6M - $1.71M
|
2.81K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.8KNew |
$1.59M - $1.7M
|
2.8K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
2.78KNew |
$1.58M - $1.69M
|
2.78K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$1.56M - $1.68M
|
2.76K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.75K+ 12.36% |
$1.56M - $1.67M
|
25K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.73K+ 15.0% |
$1.55M - $1.66M
|
21K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.72KNew |
$1.55M - $1.66M
|
2.72K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 3.13% |
$1.54M - $1.65M
|
89.3K
$45.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 45.28% |
$1.53M - $1.64M
|
8.66K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 7.89% |
$1.53M - $1.64M
|
36.9K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.67KNew |
$1.52M - $1.62M
|
2.67K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$30.1M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.66K+ 7.58% |
$1.51M - $1.62M
|
37.8K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.64K+ 4.1% |
$1.5M - $1.61M
|
67.1K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.64KNew |
$1.5M - $1.6M
|
2.64K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 5.05% |
$1.5M - $1.6M
|
54.8K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.63K+ 5.2% |
$1.49M - $1.6M
|
53.2K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.62K+ 36.29% |
$1.49M - $1.59M
|
9.84K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.62K+ 21.43% |
$1.49M - $1.59M
|
14.8K
$7.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.62K+ 2.89% |
$1.49M - $1.59M
|
93.3K
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
2.6KNew |
$1.48M - $1.58M
|
2.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.59KNew |
$1.47M - $1.58M
|
2.59K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.58KNew |
$1.47M - $1.57M
|
2.58K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
2.57K+ 1.25% |
$1.46M - $1.56M
|
208K
$107M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.57K+ 42.5% |
$1.46M - $1.56M
|
8.6K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.56K+ 1.41% |
$1.46M - $1.56M
|
185K
$95M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.55K+ 60.27% |
$1.45M - $1.55M
|
6.78K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.55K+ 75.06% |
$1.45M - $1.55M
|
5.94K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
2.55KNew |
$1.45M - $1.55M
|
2.55K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.55KNew |
$1.45M - $1.55M
|
2.55K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.53KNew |
$1.44M - $1.54M
|
2.53K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.52KNew |
$1.43M - $1.53M
|
2.52K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.51KNew |
$1.42M - $1.52M
|
2.51K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.47K+ 186.83% |
$1.4M - $1.5M
|
3.79K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 4.01% |
$1.4M - $1.5M
|
63.8K
$32.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.46KNew |
$1.4M - $1.5M
|
2.46K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.44K+ 11.3% |
$1.39M - $1.49M
|
24.1K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.44KNew |
$1.38M - $1.48M
|
2.44K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.41KNew |
$1.37M - $1.46M
|
2.41K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$1.36M - $1.46M
|
2.4K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.4K+ 0.56% |
$1.36M - $1.46M
|
434K
$223M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.4K+ 9.48% |
$1.36M - $1.46M
|
27.7K
$14.2M
|