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 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 45.28% |
$1.53M - $1.64M
|
8.66K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$35.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 4.01% |
$1.4M - $1.5M
|
63.8K
$38.9M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.46KNew |
$1.4M - $1.5M
|
2.46K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.44KNew |
$1.38M - $1.48M
|
2.44K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.4K+ 9.48% |
$1.36M - $1.46M
|
27.7K
$16.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.38K+ 24.18% |
$1.35M - $1.45M
|
12.2K
$7.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 23.09% |
$1.3M - $1.39M
|
12.2K
$7.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.28K+ 12.69% |
$1.29M - $1.38M
|
20.2K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.25KNew |
$1.28M - $1.37M
|
2.25K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.25K+ 27.18% |
$1.28M - $1.37M
|
10.5K
$6.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$1.21M - $1.3M
|
2.13K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 6.76% |
$1.2M - $1.28M
|
33.3K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.04K+ 45.11% |
$1.16M - $1.24M
|
6.56K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.04K+ 56.41% |
$1.16M - $1.24M
|
5.65K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.03K+ 3.68% |
$1.15M - $1.23M
|
57.1K
$34.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2K+ 84.65% |
$1.13M - $1.21M
|
4.36K
$2.66M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.98K+ 30.53% |
$1.12M - $1.2M
|
8.45K
$5.15M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.9K+ 4.38% |
$1.08M - $1.16M
|
45.3K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.9K+ 7.33% |
$1.08M - $1.15M
|
27.8K
$16.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.82K+ 11.7% |
$1.03M - $1.11M
|
17.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.81K+ 2.07% |
$1.03M - $1.1M
|
89.2K
$54.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.79K+ 0.65% |
$1.02M - $1.09M
|
277K
$169M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.77K+ 42.46% |
$1.01M - $1.08M
|
5.95K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.76K+ 2.54% |
$1M - $1.07M
|
71.1K
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 47.45% |
$983K - $1.05M
|
5.38K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.72K+ 16.39% |
$975K - $1.04M
|
12.2K
$7.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.68K+ 1.07% |
$953K - $1.02M
|
158K
$96.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.67K+ 12.2% |
$950K - $1.02M
|
15.4K
$9.38M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
1.59KNew |
$902K - $965K
|
1.59K
$968K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.57K+ 10.36% |
$893K - $956K
|
16.8K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.57K+ 0.91% |
$891K - $954K
|
173K
$106M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.57K+ 14.21% |
$889K - $951K
|
12.6K
$7.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.5K+ 26.43% |
$853K - $913K
|
7.19K
$4.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.5K+ 5.62% |
$850K - $910K
|
28.1K
$17.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.48K+ 9.61% |
$838K - $897K
|
16.8K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.44K+ 8.25% |
$815K - $873K
|
18.8K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.39K+ 18.2% |
$789K - $845K
|
9.03K
$5.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.38K+ 16.92% |
$784K - $839K
|
9.54K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.38K+ 26.94% |
$784K - $839K
|
6.5K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.38K+ 17.04% |
$781K - $836K
|
9.45K
$5.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.36K+ 1.53% |
$773K - $828K
|
90.2K
$55M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.33K+ 129.79% |
$755K - $808K
|
2.35K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.32K+ 42.83% |
$750K - $803K
|
4.41K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 36.54% |
$732K - $783K
|
4.82K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.23K+ 60.17% |
$697K - $746K
|
3.27K
$1.99M
|