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
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
258
+ 3.41%
$146K - $157K
7.82K $4.72M
Jan 22, 2025 Q4 2024
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
257
+ 2.01%
$146K - $156K
13.1K $7.88M
Apr 24, 2025 Q4 2024
Aspetuck Financial Management LLC

Westport, CT
BUY
 -
257
New
$146K - $156K
257 $155K
Jan 16, 2025 Q4 2024
Cambridge Advisors Inc.

BUY
 -
256
+ 6.61%
$145K - $156K
4.13K $2.49M
Jan 30, 2025 Q4 2024
First Merchants Corp

BUY
 -
256
+ 1.32%
$145K - $156K
19.6K $11.8M
Jan 31, 2025 Q4 2024
Summit Place Financial Advisors, LLC

BUY
 -
256
+ 5.0%
$145K - $156K
5.37K $3.24M
Jan 24, 2025 Q4 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
255
+ 14.88%
$145K - $155K
1.97K $1.19M
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
254
+ 2.13%
$144K - $154K
12.2K $7.35M
Feb 12, 2025 Q4 2024
Conquis Financial LLC

Milbrae, CA
BUY
 -
253
New
$144K - $154K
253 $153K
Jan 24, 2025 Q4 2024
Leisure Capital Management

BUY
 -
252
+ 12.27%
$143K - $153K
2.31K $1.39M
Feb 03, 2025 Q4 2024
Navellier & Associates Inc

Reno, NV
BUY
 -
250
+ 8.63%
$142K - $152K
3.15K $1.9M
Feb 10, 2025 Q4 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
249
+ 6.91%
$141K - $151K
3.85K $2.32M
Feb 11, 2025 Q4 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
245
+ 11.04%
$139K - $149K
2.47K $1.49M
Feb 03, 2025 Q4 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
244
+ 12.04%
$139K - $148K
2.27K $1.37M
Jan 22, 2025 Q4 2024
Parsons Capital Management Inc

BUY
 -
243
+ 4.68%
$138K - $148K
5.43K $3.28M
Jan 16, 2025 Q4 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
240
+ 18.56%
$136K - $146K
1.53K $925K
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
240
+ 6.72%
$136K - $146K
3.81K $2.3M
Jan 31, 2025 Q4 2024
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
240
+ 8.73%
$136K - $146K
2.99K $1.8M
Feb 14, 2025 Q4 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
240
+ 0.92%
$136K - $146K
26.4K $15.9M
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
238
New
$135K - $145K
238 $144K
Jan 15, 2025 Q4 2024
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
237
+ 41.95%
$135K - $144K
802 $484K
Feb 10, 2025 Q4 2024
Founders Financial Securities LLC

BUY
 -
237
+ 9.94%
$135K - $144K
2.62K $1.58M
Jan 29, 2025 Q4 2024
Clarus Group, Inc.

BUY
 -
236
+ 12.97%
$134K - $143K
2.06K $1.24M
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
236
+ 7.92%
$134K - $143K
3.22K $1.94M
Jan 21, 2025 Q4 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
235
+ 1.54%
$133K - $143K
15.4K $9.32M
Jan 06, 2025 Q4 2024
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
234
+ 9.87%
$133K - $142K
2.61K $1.57M
Feb 05, 2025 Q4 2024
Capital Wealth Planning, LLC

BUY
 -
234
+ 0.45%
$133K - $142K
52.4K $31.6M
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
231
+ 16.43%
$131K - $140K
1.64K $987K
Feb 03, 2025 Q4 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
229
+ 0.68%
$130K - $139K
33.7K $20.3M
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
229
+ 0.18%
$130K - $139K
125K $75.2M
Jan 31, 2025 Q4 2024
Hallmark Capital Management Inc

BUY
 -
228
+ 3.67%
$129K - $139K
6.43K $3.88M
Jan 23, 2025 Q4 2024
Cmg Global Holdings, LLC

BUY
 -
226
+ 1.69%
$128K - $137K
13.6K $8.22M
Jan 22, 2025 Q4 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
224
+ 6.43%
$127K - $136K
3.71K $2.24M
Feb 10, 2025 Q4 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
222
+ 4.71%
$126K - $135K
4.94K $2.98M
Feb 14, 2025 Q4 2024
Harvest Investment Services, LLC

BUY
 -
221
+ 2.1%
$125K - $134K
10.8K $6.49M
Jan 30, 2025 Q4 2024
Gfg Capital, LLC

BUY
 -
220
+ 29.57%
$125K - $134K
964 $581K
Feb 13, 2025 Q4 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
220
+ 2.06%
$125K - $134K
10.9K $6.56M
Jan 21, 2025 Q4 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
219
+ 9.44%
$124K - $133K
2.54K $1.53M
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
218
+ 27.01%
$124K - $133K
1.03K $618K
Jan 28, 2025 Q4 2024
Strid Group, LLC

BUY
 -
217
+ 11.79%
$123K - $132K
2.06K $1.24M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
217
+ 19.89%
$123K - $132K
1.31K $789K
Jan 13, 2025 Q4 2024
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
216
+ 13.04%
$123K - $131K
1.87K $1.13M
Feb 11, 2025 Q4 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
216
+ 8.0%
$123K - $131K
2.92K $1.76M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
214
+ 4.26%
$122K - $130K
5.24K $3.16M
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
214
+ 7.42%
$122K - $130K
3.1K $1.87M
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
214
+ 5.51%
$122K - $130K
4.1K $2.47M
Jan 22, 2025 Q4 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
214
+ 4.09%
$122K - $130K
5.45K $3.28M
Feb 12, 2025 Q4 2024
Prudent Man Investment Management, Inc.

Louisville, CO
BUY
 -
214
New
$122K - $130K
214 $129K
Feb 13, 2025 Q4 2024
Hudson Portfolio Management LLC

Garrison, NY
BUY
 -
214
+ 9.88%
$122K - $130K
2.38K $1.44M

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