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 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.07K+ 3.64% |
$605K - $648K
|
30.4K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.06K+ 2.72% |
$600K - $642K
|
39.9K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.06KNew |
$600K - $642K
|
1.06K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.05K+ 62.28% |
$596K - $638K
|
2.74K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.04KNew |
$593K - $635K
|
1.04K
$701K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 5.24% |
$590K - $632K
|
20.9K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.04K+ 5.63% |
$588K - $630K
|
19.4K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.04KNew |
$588K - $629K
|
1.04K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.03K+ 4.08% |
$587K - $628K
|
26.3K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03KNew |
$587K - $628K
|
1.03K
$693K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.03KNew |
$585K - $626K
|
1.03K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.03KNew |
$584K - $625K
|
1.03K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.03K+ 14.75% |
$583K - $624K
|
7.99K
$5.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.02K+ 149.78% |
$579K - $620K
|
1.7K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.02K+ 6.99% |
$579K - $619K
|
15.6K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.02K+ 5.52% |
$576K - $617K
|
19.4K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 9.99% |
$573K - $614K
|
11.1K
$7.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.01K+ 17.88% |
$573K - $613K
|
6.65K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1K+ 17.55% |
$570K - $610K
|
6.72K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1K+ 11.25% |
$569K - $609K
|
9.91K
$6.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1K+ 41.39% |
$568K - $608K
|
3.42K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1K+ 182.82% |
$568K - $608K
|
1.55K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
1KNew |
$568K - $608K
|
1K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1K+ 20.0% |
$568K - $608K
|
6K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
998New |
$567K - $607K
|
998
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
994+ 2.83% |
$564K - $604K
|
36.2K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
992New |
$563K - $603K
|
992
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
991+ 1.94% |
$563K - $602K
|
52.1K
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
986+ 161.11% |
$560K - $599K
|
1.6K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
984+ 4.21% |
$559K - $598K
|
24.4K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
982+ 8.66% |
$558K - $597K
|
12.3K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
979+ 21.22% |
$556K - $595K
|
5.59K
$3.75M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
974New |
$553K - $592K
|
974
$654K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
970+ 38.4% |
$551K - $590K
|
3.5K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
970New |
$551K - $590K
|
970
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
967+ 57.56% |
$549K - $588K
|
2.65K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
965+ 3.86% |
$548K - $587K
|
26K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
957New |
$543K - $582K
|
957
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
957New |
$543K - $582K
|
957
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
956+ 36.41% |
$543K - $581K
|
3.58K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
953+ 2.33% |
$541K - $579K
|
41.9K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
953+ 21.55% |
$541K - $579K
|
5.38K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
952+ 61.03% |
$541K - $579K
|
2.51K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
949+ 7.86% |
$539K - $577K
|
13K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
939+ 24.98% |
$533K - $571K
|
4.7K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
936+ 10.91% |
$531K - $569K
|
9.52K
$6.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
935New |
$531K - $568K
|
935
$628K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
933New |
$530K - $567K
|
933
$626K
|