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 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.03KNew |
$584K - $625K
|
1.03K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.03K+ 14.75% |
$583K - $624K
|
7.99K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.02K+ 149.78% |
$579K - $620K
|
1.7K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.02K+ 6.99% |
$579K - $619K
|
15.6K
$9.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.02K+ 5.52% |
$576K - $617K
|
19.4K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 9.99% |
$573K - $614K
|
11.1K
$6.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.01K+ 17.88% |
$573K - $613K
|
6.65K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1K+ 17.55% |
$570K - $610K
|
6.72K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1K+ 11.25% |
$569K - $609K
|
9.91K
$5.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1K+ 41.39% |
$568K - $608K
|
3.42K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1K+ 182.82% |
$568K - $608K
|
1.55K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
1KNew |
$568K - $608K
|
1K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1K+ 20.0% |
$568K - $608K
|
6K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
998New |
$567K - $607K
|
998
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
994+ 2.83% |
$564K - $604K
|
36.2K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
992New |
$563K - $603K
|
992
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
991+ 1.94% |
$563K - $602K
|
52.1K
$31.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
986+ 161.11% |
$560K - $599K
|
1.6K
$964K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
984+ 4.21% |
$559K - $598K
|
24.4K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
982+ 8.66% |
$558K - $597K
|
12.3K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
979+ 21.22% |
$556K - $595K
|
5.59K
$3.37M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
974New |
$553K - $592K
|
974
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
970+ 38.4% |
$551K - $590K
|
3.5K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
970New |
$551K - $590K
|
970
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
967+ 57.56% |
$549K - $588K
|
2.65K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
965+ 3.86% |
$548K - $587K
|
26K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
957New |
$543K - $582K
|
957
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
957New |
$543K - $582K
|
957
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
956+ 36.41% |
$543K - $581K
|
3.58K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
953+ 2.33% |
$541K - $579K
|
41.9K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
953+ 21.55% |
$541K - $579K
|
5.38K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
952+ 61.03% |
$541K - $579K
|
2.51K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
949+ 7.86% |
$539K - $577K
|
13K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
939+ 24.98% |
$533K - $571K
|
4.7K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
936+ 10.91% |
$531K - $569K
|
9.52K
$5.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
935New |
$531K - $568K
|
935
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
933New |
$530K - $567K
|
933
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
930New |
$528K - $565K
|
930
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
926+ 0.51% |
$526K - $563K
|
183K
$110M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
925+ 1.47% |
$525K - $562K
|
63.9K
$38.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
924+ 21.08% |
$525K - $562K
|
5.31K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
923New |
$524K - $561K
|
923
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
922New |
$524K - $560K
|
922
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
921New |
$523K - $560K
|
921
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
921+ 9.0% |
$523K - $560K
|
11.2K
$6.73M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
921+ 11.42% |
$523K - $560K
|
8.99K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
920+ 7.14% |
$522K - $559K
|
13.8K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
917+ 5.29% |
$521K - $557K
|
18.3K
$11M
|