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 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
916+ 0.17% |
$520K - $557K
|
526K
$317M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
914+ 94.42% |
$519K - $556K
|
1.88K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
910+ 1.07% |
$517K - $553K
|
85.7K
$51.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
907+ 0.45% |
$515K - $551K
|
203K
$122M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
907+ 0.99% |
$515K - $551K
|
92.3K
$55.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
904New |
$513K - $549K
|
904
$545K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
902+ 10.32% |
$512K - $548K
|
9.64K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
900+ 0.59% |
$511K - $547K
|
155K
$93.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
898New |
$510K - $546K
|
898
$542K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
894New |
$508K - $543K
|
894
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
894+ 1.63% |
$508K - $543K
|
55.9K
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
894+ 15.9% |
$508K - $543K
|
6.52K
$3.93M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
892+ 85.93% |
$506K - $542K
|
1.93K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
891New |
$506K - $542K
|
891
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
884+ 24.85% |
$502K - $537K
|
4.44K
$2.68M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
883New |
$501K - $537K
|
883
$533K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
881New |
$500K - $535K
|
881
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
880+ 28.83% |
$500K - $535K
|
3.93K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
879New |
$499K - $534K
|
879
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
878New |
$499K - $534K
|
878
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
876+ 1.62% |
$497K - $532K
|
55.1K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
876+ 29.06% |
$497K - $532K
|
3.89K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
872+ 0.04% |
$495K - $530K
|
2.47M
$1.49B
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
870+ 2.8% |
$494K - $529K
|
32K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
870New |
$494K - $529K
|
870
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
870+ 17.68% |
$494K - $529K
|
5.79K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
868+ 98.08% |
$493K - $528K
|
1.75K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
868+ 7.24% |
$493K - $528K
|
12.9K
$7.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
860New |
$488K - $523K
|
860
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
858+ 3.39% |
$487K - $522K
|
26.2K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
856+ 3.35% |
$486K - $520K
|
26.4K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
855+ 21.96% |
$485K - $520K
|
4.75K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
854+ 7.45% |
$485K - $519K
|
12.3K
$7.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
850New |
$483K - $517K
|
850
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
850+ 3.1% |
$483K - $517K
|
28.3K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
847+ 3.23% |
$481K - $515K
|
27.1K
$16.3M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
846+ 1.83% |
$480K - $514K
|
47.2K
$28.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
843+ 0.32% |
$479K - $512K
|
261K
$157M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
842+ 11.55% |
$478K - $512K
|
8.13K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
835New |
$474K - $508K
|
835
$504K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
832New |
$472K - $506K
|
832
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
825New |
$468K - $501K
|
825
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
823+ 4.02% |
$467K - $500K
|
21.3K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
822+ 11.65% |
$467K - $500K
|
7.88K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
813+ 0.61% |
$462K - $494K
|
134K
$80.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
810New |
$460K - $492K
|
810
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
809+ 2.26% |
$459K - $492K
|
36.6K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
807+ 7.1% |
$458K - $491K
|
12.2K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
807+ 6.14% |
$458K - $491K
|
14K
$8.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
804New |
$457K - $489K
|
804
$485K
|