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 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.11K+ 50.46% |
$627K - $672K
|
3.3K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 7.08% |
$624K - $668K
|
16.6K
$8.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.1KNew |
$622K - $666K
|
1.1K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.1K+ 4.93% |
$622K - $666K
|
23.3K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.09K+ 106.32% |
$621K - $665K
|
2.12K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
1.09KNew |
$618K - $662K
|
1.09K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.09K+ 21.99% |
$618K - $661K
|
6.04K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$618K - $661K
|
1.09K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.09K+ 8.71% |
$618K - $661K
|
13.6K
$6.98M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.09KNew |
$616K - $659K
|
1.09K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.08K+ 6.04% |
$613K - $656K
|
19K
$9.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.08KNew |
$612K - $655K
|
1.08K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.08K+ 127.91% |
$612K - $655K
|
1.92K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.07K+ 12.35% |
$609K - $652K
|
9.76K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.07K+ 16.62% |
$609K - $652K
|
7.53K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.07K+ 4.99% |
$608K - $650K
|
22.5K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.07K+ 43.46% |
$606K - $649K
|
3.52K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.07K+ 3.64% |
$605K - $648K
|
30.4K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.06K+ 2.72% |
$600K - $642K
|
39.9K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.06KNew |
$600K - $642K
|
1.06K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.05K+ 62.28% |
$596K - $638K
|
2.74K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.04KNew |
$593K - $635K
|
1.04K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 5.24% |
$590K - $632K
|
20.9K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.04K+ 5.63% |
$588K - $630K
|
19.4K
$9.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.04KNew |
$588K - $629K
|
1.04K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.03K+ 4.08% |
$587K - $628K
|
26.3K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03KNew |
$587K - $628K
|
1.03K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.03KNew |
$584K - $625K
|
1.03K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.03K+ 14.75% |
$583K - $624K
|
7.99K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.02K+ 149.78% |
$579K - $620K
|
1.7K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.02K+ 6.99% |
$579K - $619K
|
15.6K
$8.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.02K+ 5.52% |
$576K - $617K
|
19.4K
$9.96M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 9.99% |
$573K - $614K
|
11.1K
$5.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.01K+ 17.88% |
$573K - $613K
|
6.65K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1K+ 17.55% |
$570K - $610K
|
6.72K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1K+ 11.25% |
$569K - $609K
|
9.91K
$5.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1K+ 41.39% |
$568K - $608K
|
3.42K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1K+ 182.82% |
$568K - $608K
|
1.55K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
1KNew |
$568K - $608K
|
1K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1K+ 20.0% |
$568K - $608K
|
6K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
998New |
$567K - $607K
|
998
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
994+ 2.83% |
$564K - $604K
|
36.2K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
992New |
$563K - $603K
|
992
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
991+ 1.94% |
$563K - $602K
|
52.1K
$26.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
986+ 161.11% |
$560K - $599K
|
1.6K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
984+ 4.21% |
$559K - $598K
|
24.4K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
982+ 8.66% |
$558K - $597K
|
12.3K
$6.33M
|