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 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
2.39KNew |
$1.36M - $1.45M
|
2.39K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.39KNew |
$1.35M - $1.45M
|
2.39K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.38K+ 24.18% |
$1.35M - $1.45M
|
12.2K
$6.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.38K+ 7.17% |
$1.35M - $1.45M
|
35.6K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.38KNew |
$1.35M - $1.44M
|
2.38K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.36K+ 1.18% |
$1.34M - $1.44M
|
203K
$105M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.35K+ 6.6% |
$1.33M - $1.43M
|
37.9K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2.33KNew |
$1.33M - $1.42M
|
2.33K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.32K+ 646.24% |
$1.32M - $1.41M
|
2.68K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.31K+ 3.18% |
$1.31M - $1.4M
|
74.8K
$38.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 3.37% |
$1.3M - $1.4M
|
70.6K
$36.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 23.09% |
$1.3M - $1.39M
|
12.2K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.28KNew |
$1.29M - $1.39M
|
2.28K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.28KNew |
$1.29M - $1.38M
|
2.28K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.28K+ 12.69% |
$1.29M - $1.38M
|
20.2K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.25KNew |
$1.28M - $1.37M
|
2.25K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.25K+ 76.31% |
$1.28M - $1.37M
|
5.2K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25K+ 29.86% |
$1.28M - $1.37M
|
9.79K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.25K+ 27.18% |
$1.28M - $1.37M
|
10.5K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.24K+ 9.49% |
$1.27M - $1.36M
|
25.9K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.24KNew |
$1.27M - $1.36M
|
2.24K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.24K+ 5.87% |
$1.27M - $1.36M
|
40.3K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.2K+ 0.92% |
$1.25M - $1.33M
|
240K
$123M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.16K+ 18.61% |
$1.23M - $1.32M
|
13.8K
$7.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.15K+ 15.73% |
$1.22M - $1.31M
|
15.8K
$8.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.15KNew |
$1.22M - $1.31M
|
2.15K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.15K+ 0.75% |
$1.22M - $1.31M
|
288K
$148M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.14K+ 0.51% |
$1.22M - $1.3M
|
420K
$216M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$1.21M - $1.3M
|
2.13K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.12KNew |
$1.2M - $1.29M
|
2.12K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.11KNew |
$1.2M - $1.28M
|
2.11K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 6.76% |
$1.2M - $1.28M
|
33.3K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$9.24M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$9.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08K+ 8.31% |
$1.18M - $1.27M
|
27.1K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.08K+ 32.55% |
$1.18M - $1.26M
|
8.47K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.08K+ 5.94% |
$1.18M - $1.26M
|
37.1K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.08K+ 21.4% |
$1.18M - $1.26M
|
11.8K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 4.08% |
$1.18M - $1.26M
|
52.9K
$27.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 10.52% |
$1.17M - $1.26M
|
21.7K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.05K+ 6.01% |
$1.16M - $1.25M
|
36.2K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.05K+ 1.92% |
$1.16M - $1.25M
|
109K
$56M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.04K+ 21.86% |
$1.16M - $1.24M
|
11.4K
$5.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.04K+ 3.86% |
$1.16M - $1.24M
|
55K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.04K+ 22.44% |
$1.16M - $1.24M
|
11.1K
$5.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.04K+ 45.11% |
$1.16M - $1.24M
|
6.56K
$3.37M
|