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 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.15K+ 15.73% |
$1.22M - $1.31M
|
15.8K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.15KNew |
$1.22M - $1.31M
|
2.15K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.15K+ 0.75% |
$1.22M - $1.31M
|
288K
$194M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.14K+ 0.51% |
$1.22M - $1.3M
|
420K
$282M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$1.21M - $1.3M
|
2.13K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.12KNew |
$1.2M - $1.29M
|
2.12K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.11KNew |
$1.2M - $1.28M
|
2.11K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 6.76% |
$1.2M - $1.28M
|
33.3K
$22.3M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08K+ 8.31% |
$1.18M - $1.27M
|
27.1K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.08K+ 32.55% |
$1.18M - $1.26M
|
8.47K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.08K+ 5.94% |
$1.18M - $1.26M
|
37.1K
$24.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.08K+ 21.4% |
$1.18M - $1.26M
|
11.8K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 4.08% |
$1.18M - $1.26M
|
52.9K
$35.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 10.52% |
$1.17M - $1.26M
|
21.7K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.05K+ 6.01% |
$1.16M - $1.25M
|
36.2K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.05K+ 1.92% |
$1.16M - $1.25M
|
109K
$73.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.04K+ 21.86% |
$1.16M - $1.24M
|
11.4K
$7.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.04K+ 3.86% |
$1.16M - $1.24M
|
55K
$36.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.04K+ 22.44% |
$1.16M - $1.24M
|
11.1K
$7.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.04K+ 45.11% |
$1.16M - $1.24M
|
6.56K
$4.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.04K+ 355.23% |
$1.16M - $1.24M
|
2.61K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.04K+ 56.41% |
$1.16M - $1.24M
|
5.65K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 0.16% |
$1.16M - $1.24M
|
1.3M
$876M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 33.34% |
$1.16M - $1.24M
|
8.14K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$1.16M - $1.24M
|
2.04K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.03KNew |
$1.15M - $1.24M
|
2.03K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.03K+ 3.68% |
$1.15M - $1.23M
|
57.1K
$38.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.02K+ 3.68% |
$1.15M - $1.23M
|
56.9K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.02K+ 2.06% |
$1.15M - $1.23M
|
99.9K
$67M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.02KNew |
$1.14M - $1.23M
|
2.02K
$1.35M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
2.01K+ 1.88% |
$1.14M - $1.22M
|
109K
$73M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2K+ 42.96% |
$1.14M - $1.22M
|
6.66K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
2K+ 4.31% |
$1.14M - $1.22M
|
48.4K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$1.14M - $1.22M
|
2K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2K+ 84.65% |
$1.13M - $1.21M
|
4.36K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.99K+ 97.21% |
$1.13M - $1.21M
|
4.03K
$2.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
1.98K+ 133.04% |
$1.12M - $1.2M
|
3.46K
$2.32M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.98K+ 30.53% |
$1.12M - $1.2M
|
8.45K
$5.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.97K+ 6.51% |
$1.12M - $1.2M
|
32.3K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Crescent Park Management, L.P.
East Palo Alto, CA |
BUY
|
- |
1.97KNew |
$1.12M - $1.19M
|
1.97K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.96K+ 5.14% |
$1.11M - $1.19M
|
40K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.94KNew |
$1.1M - $1.18M
|
1.94K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.94K+ 12.63% |
$1.1M - $1.18M
|
17.3K
$11.6M
|