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
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.61KNew |
$911K - $976K
|
1.61K
$968K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.6KNew |
$910K - $974K
|
1.6K
$967K
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
1.6K+ 2.55% |
$910K - $974K
|
64.4K
$38.8M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.6KNew |
$907K - $971K
|
1.6K
$963K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
1.59KNew |
$902K - $965K
|
1.59K
$958K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.59K+ 0.66% |
$900K - $963K
|
242K
$146M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.59K+ 7.44% |
$900K - $963K
|
22.9K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.58KNew |
$899K - $962K
|
1.58K
$955K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.58K+ 20.99% |
$898K - $961K
|
9.11K
$5.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.58K+ 3.5% |
$897K - $960K
|
46.7K
$28.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.58K+ 11.15% |
$896K - $959K
|
15.7K
$9.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.58K+ 3.34% |
$896K - $959K
|
48.8K
$29.5M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.58KNew |
$895K - $959K
|
1.58K
$951K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.57K+ 10.36% |
$893K - $956K
|
16.8K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.57K+ 0.91% |
$891K - $954K
|
173K
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.57K+ 1.11% |
$890K - $953K
|
143K
$86.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.57K+ 14.21% |
$889K - $951K
|
12.6K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.56KNew |
$886K - $949K
|
1.56K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.56K+ 11.4% |
$884K - $946K
|
15.2K
$9.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 11.56% |
$880K - $941K
|
15K
$9.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 3.39% |
$879K - $941K
|
47.2K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.54KNew |
$875K - $937K
|
1.54K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$873K - $935K
|
1.54K
$928K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 1.16% |
$870K - $931K
|
134K
$80.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
1.53K+ 27.43% |
$869K - $930K
|
7.11K
$4.29M
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.53KNew |
$866K - $928K
|
1.53K
$920K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.52KNew |
$861K - $921K
|
1.52K
$914K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.51K+ 0.74% |
$860K - $920K
|
205K
$124M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.51K+ 125.79% |
$859K - $919K
|
2.71K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.51K+ 7.39% |
$858K - $918K
|
22K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.51K+ 7.96% |
$858K - $918K
|
20.5K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.5K+ 26.43% |
$853K - $913K
|
7.19K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.5K+ 5.62% |
$850K - $910K
|
28.1K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.49KNew |
$847K - $906K
|
1.49K
$899K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.48K+ 95.11% |
$839K - $898K
|
3.03K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.48K+ 21.61% |
$839K - $898K
|
8.32K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.48KNew |
$839K - $898K
|
1.48K
$891K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.48K+ 9.61% |
$838K - $897K
|
16.8K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.47KNew |
$835K - $893K
|
1.47K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.47KNew |
$832K - $891K
|
1.47K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.46K+ 3.91% |
$831K - $890K
|
38.9K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.46KNew |
$830K - $889K
|
1.46K
$882K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.46K+ 10.17% |
$829K - $887K
|
15.8K
$9.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.46K+ 42.82% |
$827K - $885K
|
4.86K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.44K+ 8.25% |
$815K - $873K
|
18.8K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.43K+ 10.31% |
$812K - $869K
|
15.3K
$9.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.42K+ 7.49% |
$807K - $864K
|
20.4K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.42K+ 0.19% |
$804K - $861K
|
728K
$439M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.41K+ 4.51% |
$802K - $858K
|
32.7K
$19.7M
|