Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
300
New
$170K - $182K
300 $181K
Jan 28, 2025 Q4 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
299
+ 3.78%
$170K - $182K
8.2K $4.95M
Jan 29, 2025 Q4 2024
Sonata Capital Group Inc

BUY
 -
299
+ 4.84%
$170K - $182K
6.48K $3.91M
Jan 31, 2025 Q4 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
299
+ 1.23%
$170K - $182K
24.6K $14.8M
Feb 10, 2025 Q4 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
299
+ 3.82%
$170K - $182K
8.13K $4.9M
Feb 12, 2025 Q4 2024
Fsb Premier Wealth Management, Inc.

BUY
 -
298
+ 22.06%
$169K - $181K
1.65K $994K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
296
+ 5.26%
$168K - $180K
5.92K $3.57M
Jan 24, 2025 Q4 2024
Round Rock Advisors, LLC

BUY
 -
296
+ 2.85%
$168K - $180K
10.7K $6.43M
Feb 04, 2025 Q4 2024
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
296
+ 0.27%
$168K - $180K
111K $66.8M
Feb 06, 2025 Q4 2024
Stegner Investment Associates Inc.

BUY
 -
296
+ 30.45%
$168K - $180K
1.27K $765K
Jan 14, 2025 Q4 2024
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
294
+ 2.81%
$167K - $179K
10.8K $6.49M
Feb 04, 2025 Q4 2024
Sierra Capital LLC

BUY
 -
294
+ 2.58%
$167K - $179K
11.7K $7.04M
Feb 14, 2025 Q4 2024
Hohimer Wealth Management, LLC

BUY
 -
294
+ 2.99%
$167K - $179K
10.1K $6.11M
Apr 22, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
294
+ 18.41%
$167K - $179K
1.89K $1.14M
Jan 17, 2025 Q4 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
290
+ 15.81%
$165K - $176K
2.12K $1.28M
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

BUY
 -
290
+ 11.79%
$165K - $176K
2.75K $1.66M
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
290
+ 4.36%
$165K - $176K
6.94K $4.18M
Feb 05, 2025 Q4 2024
Nixon Peabody Trust CO

Boston, MA
BUY
 -
290
+ 1.02%
$165K - $176K
28.9K $17.4M
Jan 30, 2025 Q4 2024
Palouse Capital Management, Inc.

BUY
 -
289
+ 11.84%
$164K - $176K
2.73K $1.65M
Jan 31, 2025 Q4 2024
High Mark Wealth Management LLC

BUY
 -
288
+ 25.07%
$164K - $175K
1.44K $867K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
286
+ 1.08%
$162K - $174K
26.7K $16.1M
Jan 21, 2025 Q4 2024
Juncture Wealth Strategies, LLC

BUY
 -
286
+ 3.98%
$162K - $174K
7.48K $4.51M
Feb 11, 2025 Q4 2024
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
286
+ 3.14%
$162K - $174K
9.39K $5.66M
Feb 24, 2025 Q4 2024
Pullen Investment Management, LLC

Bradenton, FL
BUY
 -
285
+ 4.82%
$162K - $173K
6.2K $3.74M
Feb 14, 2025 Q4 2024
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
284
+ 3.99%
$161K - $173K
7.4K $4.46M
Feb 06, 2025 Q4 2024
Bedel Financial Consulting, Inc.

BUY
 -
283
+ 1.58%
$161K - $172K
18.2K $11M
Feb 06, 2025 Q4 2024
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
283
+ 4.22%
$161K - $172K
6.99K $4.21M
Jan 22, 2025 Q4 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
282
+ 10.25%
$160K - $171K
3.03K $1.83M
Feb 14, 2025 Q4 2024
Orcam Financial Group

Encinitas, CA
BUY
 -
281
+ 12.9%
$160K - $171K
2.46K $1.48M
Feb 14, 2025 Q4 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
280
+ 3.91%
$159K - $170K
7.44K $4.49M
Feb 25, 2025 Q4 2024
Shufro Rose & CO LLC

BUY
 -
280
+ 29.91%
$159K - $170K
1.22K $733K
Jan 27, 2025 Q4 2024
Yousif Capital Management, LLC

BUY
 -
278
+ 0.37%
$158K - $169K
75.1K $45.3M
Jan 15, 2025 Q4 2024
Helen Stephens Group, LLC

BUY
 -
274
+ 2.67%
$156K - $167K
10.5K $6.35M
Feb 13, 2025 Q4 2024
Northwest Quadrant Wealth Management, LLC

BUY
 -
274
+ 22.06%
$156K - $167K
1.52K $914K
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
271
+ 0.66%
$154K - $165K
41.5K $25M
Feb 14, 2025 Q4 2024
Port Capital LLC

Chicago, IL
BUY
 -
270
+ 2.22%
$153K - $164K
12.4K $7.5M
Feb 03, 2025 Q4 2024
Forte Capital LLC

BUY
 -
269
+ 9.82%
$153K - $164K
3.01K $1.81M
Jan 13, 2025 Q4 2024
Tpg Financial Advisors, LLC

BUY
 -
268
+ 28.51%
$152K - $163K
1.21K $729K
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
268
+ 1.99%
$152K - $163K
13.7K $8.28M
Feb 04, 2025 Q4 2024
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
266
+ 1.09%
$151K - $162K
24.8K $14.9M
Jan 31, 2025 Q4 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
263
+ 10.62%
$149K - $160K
2.74K $1.65M
Feb 07, 2025 Q4 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
263
+ 9.36%
$149K - $160K
3.07K $1.85M
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
263
New
$149K - $160K
263 $159K
Jan 15, 2025 Q4 2024
J2 Capital Management Inc

BUY
 -
262
+ 33.68%
$149K - $159K
1.04K $627K
Jan 28, 2025 Q4 2024
Westbourne Investment Advisors, Inc.

BUY
 -
262
+ 9.25%
$149K - $159K
3.09K $1.87M
Jan 16, 2025 Q4 2024
Roberts Wealth Advisors, LLC

BUY
 -
260
+ 6.54%
$148K - $158K
4.24K $2.56M
Jan 27, 2025 Q4 2024
Meritage Portfolio Management

BUY
 -
260
+ 2.05%
$148K - $158K
12.9K $7.79M
Feb 11, 2025 Q4 2024
Tap Consulting, LLC

BUY
 -
260
+ 0.92%
$148K - $158K
28.6K $17.2M
Jan 24, 2025 Q4 2024
Sequent Asset Management, LLC

BUY
 -
258
+ 4.06%
$146K - $157K
6.62K $3.99M

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