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
Jan 13, 2025 Q4 2024
Tpg Financial Advisors, LLC

BUY
 -
268
+ 28.51%
$152K - $163K
1.21K $776K
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
268
+ 1.99%
$152K - $163K
13.7K $8.82M
Feb 04, 2025 Q4 2024
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
266
+ 1.09%
$151K - $162K
24.8K $15.9M
Jan 31, 2025 Q4 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
263
+ 10.62%
$149K - $160K
2.74K $1.76M
Feb 07, 2025 Q4 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
263
+ 9.36%
$149K - $160K
3.07K $1.98M
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
263
New
$149K - $160K
263 $169K
Jan 15, 2025 Q4 2024
J2 Capital Management Inc

BUY
 -
262
+ 33.68%
$149K - $159K
1.04K $668K
Jan 28, 2025 Q4 2024
Westbourne Investment Advisors, Inc.

BUY
 -
262
+ 9.25%
$149K - $159K
3.09K $1.99M
Jan 16, 2025 Q4 2024
Roberts Wealth Advisors, LLC

BUY
 -
260
+ 6.54%
$148K - $158K
4.24K $2.72M
Jan 27, 2025 Q4 2024
Meritage Portfolio Management

BUY
 -
260
+ 2.05%
$148K - $158K
12.9K $8.3M
Jan 24, 2025 Q4 2024
Sequent Asset Management, LLC

BUY
 -
258
+ 4.06%
$146K - $157K
6.62K $4.25M
Feb 14, 2025 Q4 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
258
+ 3.41%
$146K - $157K
7.82K $5.03M
Jan 22, 2025 Q4 2024
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
257
+ 2.01%
$146K - $156K
13.1K $8.4M
Apr 24, 2025 Q4 2024
Aspetuck Financial Management LLC

Westport, CT
BUY
 -
257
New
$146K - $156K
257 $165K
Jan 16, 2025 Q4 2024
Cambridge Advisors Inc.

BUY
 -
256
+ 6.61%
$145K - $156K
4.13K $2.65M
Jan 30, 2025 Q4 2024
First Merchants Corp

BUY
 -
256
+ 1.32%
$145K - $156K
19.6K $12.6M
Jan 31, 2025 Q4 2024
Summit Place Financial Advisors, LLC

BUY
 -
256
+ 5.0%
$145K - $156K
5.37K $3.45M
Jan 24, 2025 Q4 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
255
+ 14.88%
$145K - $155K
1.97K $1.27M
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
254
+ 2.13%
$144K - $154K
12.2K $7.84M
Feb 12, 2025 Q4 2024
Conquis Financial LLC

Milbrae, CA
BUY
 -
253
New
$144K - $154K
253 $163K
Jan 24, 2025 Q4 2024
Leisure Capital Management

BUY
 -
252
+ 12.27%
$143K - $153K
2.31K $1.48M
Jan 16, 2025 Q4 2024
Maltin Wealth Management, Inc.

BUY
 -
251
+ 42.54%
$143K - $153K
841 $541K
Feb 03, 2025 Q4 2024
Navellier & Associates Inc

Reno, NV
BUY
 -
250
+ 8.63%
$142K - $152K
3.15K $2.02M
Feb 10, 2025 Q4 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
249
+ 6.91%
$141K - $151K
3.85K $2.48M
Feb 11, 2025 Q4 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
245
+ 11.04%
$139K - $149K
2.47K $1.58M
Feb 03, 2025 Q4 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
244
+ 12.04%
$139K - $148K
2.27K $1.46M
Jan 22, 2025 Q4 2024
Parsons Capital Management Inc

BUY
 -
243
+ 4.68%
$138K - $148K
5.43K $3.49M
Jan 16, 2025 Q4 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
240
+ 18.56%
$136K - $146K
1.53K $985K
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
240
+ 6.72%
$136K - $146K
3.81K $2.45M
Jan 31, 2025 Q4 2024
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
240
+ 8.73%
$136K - $146K
2.99K $1.92M
Feb 14, 2025 Q4 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
240
+ 0.92%
$136K - $146K
26.4K $16.9M
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
238
New
$135K - $145K
238 $153K
Jan 15, 2025 Q4 2024
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
237
+ 41.95%
$135K - $144K
802 $515K
Feb 10, 2025 Q4 2024
Founders Financial Securities LLC

BUY
 -
237
+ 9.94%
$135K - $144K
2.62K $1.69M
Jan 29, 2025 Q4 2024
Clarus Group, Inc.

BUY
 -
236
+ 12.97%
$134K - $143K
2.06K $1.32M
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
236
+ 7.92%
$134K - $143K
3.22K $2.07M
Jan 21, 2025 Q4 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
235
+ 1.54%
$133K - $143K
15.4K $9.93M
Jan 06, 2025 Q4 2024
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
234
+ 9.87%
$133K - $142K
2.61K $1.67M
Feb 05, 2025 Q4 2024
Capital Wealth Planning, LLC

BUY
 -
234
+ 0.45%
$133K - $142K
52.4K $33.7M
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
231
+ 16.43%
$131K - $140K
1.64K $1.05M
Feb 03, 2025 Q4 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
229
+ 0.68%
$130K - $139K
33.7K $21.6M
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
229
+ 0.18%
$130K - $139K
125K $80.1M
Jan 31, 2025 Q4 2024
Hallmark Capital Management Inc

BUY
 -
228
+ 3.67%
$129K - $139K
6.43K $4.13M
Jan 23, 2025 Q4 2024
Cmg Global Holdings, LLC

BUY
 -
226
+ 1.69%
$128K - $137K
13.6K $8.76M
Jan 22, 2025 Q4 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
224
+ 6.43%
$127K - $136K
3.71K $2.38M
Feb 10, 2025 Q4 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
222
+ 4.71%
$126K - $135K
4.94K $3.17M
Feb 14, 2025 Q4 2024
Harvest Investment Services, LLC

BUY
 -
221
+ 2.1%
$125K - $134K
10.8K $6.91M
Jan 30, 2025 Q4 2024
Gfg Capital, LLC

BUY
 -
220
+ 29.57%
$125K - $134K
964 $620K
Feb 13, 2025 Q4 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
220
+ 2.06%
$125K - $134K
10.9K $6.99M

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