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 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
213
+ 1.14%
$121K - $129K
18.9K $11.4M
Jan 07, 2025 Q4 2024
Chickasaw Capital Management LLC

BUY
 -
211
+ 6.91%
$120K - $128K
3.27K $1.97M
Feb 27, 2025 Q4 2024
Omnia Family Wealth, LLC

BUY
 -
211
+ 2.19%
$120K - $128K
9.86K $5.94M
Jan 28, 2025 Q4 2024
Angeles Wealth Management, LLC

BUY
 -
210
+ 0.48%
$119K - $128K
43.9K $26.5M
Feb 24, 2025 Q4 2024
Sunbeam Capital Management, LLC

Atlanta, GA
BUY
 -
207
+ 25.56%
$118K - $126K
1.02K $613K
Feb 07, 2025 Q4 2024
Main Street Research LLC

Sausalito, CA
BUY
 -
206
+ 9.69%
$117K - $125K
2.33K $1.41M
Jan 30, 2025 Q4 2024
Covenant Asset Management, LLC

BUY
 -
205
+ 1.88%
$116K - $125K
11.1K $6.69M
Jan 10, 2025 Q4 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
204
+ 8.67%
$116K - $124K
2.56K $1.54M
Feb 13, 2025 Q4 2024
Keyes, Stange & Wooten Wealth Management, LLC

Palm Coast, FL
BUY
 -
203
+ 55.46%
$115K - $123K
569 $343K
Feb 14, 2025 Q4 2024
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
203
+ 0.28%
$115K - $123K
72.3K $43.6M
Feb 11, 2025 Q4 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
201
+ 17.71%
$114K - $122K
1.34K $806K
Jan 29, 2025 Q4 2024
Jsf Financial, LLC

BUY
 -
200
+ 5.11%
$114K - $122K
4.12K $2.48M
Feb 10, 2025 Q4 2024
Campbell Capital Management Inc

BUY
 -
200
New
$114K - $122K
200 $121K
Feb 13, 2025 Q4 2024
Accredited Investors Inc.

BUY
 -
200
+ 0.85%
$114K - $122K
23.8K $14.4M
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
198
+ 3.42%
$112K - $120K
5.99K $3.61M
Feb 03, 2025 Q4 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
197
+ 11.02%
$112K - $120K
1.99K $1.2M
Jan 17, 2025 Q4 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
196
+ 4.2%
$111K - $119K
4.87K $2.94M
Feb 12, 2025 Q4 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
196
+ 2.8%
$111K - $119K
7.19K $4.33M
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
195
New
$111K - $119K
195 $118K
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
195
+ 39.16%
$111K - $119K
693 $418K
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
194
New
$110K - $118K
194 $117K
Feb 04, 2025 Q4 2024
First Interstate Bank

Billings, MT
BUY
 -
193
+ 3.13%
$110K - $117K
6.36K $3.83M
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
193
New
$110K - $117K
193 $116K
Jan 08, 2025 Q4 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
192
+ 29.36%
$109K - $117K
846 $510K
Jan 24, 2025 Q4 2024
Nadler Financial Group, Inc.

BUY
 -
192
+ 0.8%
$109K - $117K
24.2K $14.6M
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
192
New
$109K - $117K
192 $116K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
191
+ 0.66%
$108K - $116K
29.2K $17.6M
Feb 04, 2025 Q4 2024
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
190
New
$108K - $115K
190 $115K
Feb 12, 2025 Q4 2024
Leeward Financial Partners, LLC

BUY
 -
190
+ 3.64%
$108K - $115K
5.4K $3.26M
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
190
New
$108K - $115K
190 $115K
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
189
+ 23.86%
$107K - $115K
981 $592K
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
188
+ 3.25%
$107K - $114K
5.97K $3.6M
Jan 22, 2025 Q4 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
187
+ 2.24%
$106K - $114K
8.55K $5.15M
Feb 12, 2025 Q4 2024
Selway Asset Management

Boise, ID
BUY
 -
187
+ 4.14%
$106K - $114K
4.71K $2.84M
Jan 13, 2025 Q4 2024
Aafmaa Wealth Management & Trust LLC

BUY
 -
186
+ 0.92%
$106K - $113K
20.4K $12.3M
Jan 28, 2025 Q4 2024
Austin Asset Management CO Inc

BUY
 -
186
+ 2.77%
$106K - $113K
6.89K $4.15M
Feb 14, 2025 Q4 2024
Second Line Capital, LLC

Metairie, LA
BUY
 -
186
+ 0.58%
$106K - $113K
32.2K $19.4M
Apr 29, 2025 Q4 2024
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
185
+ 2.1%
$105K - $112K
9K $5.43M
Jan 03, 2025 Q4 2024
Jvl Associates LLC

BUY
 -
183
+ 14.75%
$104K - $111K
1.42K $859K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
183
+ 8.85%
$104K - $111K
2.25K $1.36M
Feb 06, 2025 Q4 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
183
+ 4.23%
$104K - $111K
4.51K $2.72M
Jan 17, 2025 Q4 2024
Eagle Capital Management, LLC

BUY
 -
182
+ 0.4%
$103K - $111K
45.2K $27.2M
Feb 11, 2025 Q4 2024
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
182
+ 4.45%
$103K - $111K
4.28K $2.58M
Jan 14, 2025 Q4 2024
Cox Capital Mgt LLC

BUY
 -
180
+ 33.52%
$102K - $109K
717 $432K
Feb 14, 2025 Q4 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
180
+ 3.56%
$102K - $109K
5.24K $3.16M
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
179
+ 3.41%
$102K - $109K
5.42K $3.27M
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
179
+ 28.32%
$102K - $109K
811 $489K
Feb 10, 2025 Q4 2024
J. L. Bainbridge & Co., Inc.

BUY
 -
178
+ 11.9%
$101K - $108K
1.67K $1.01M
Feb 11, 2025 Q4 2024
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
178
+ 44.06%
$101K - $108K
582 $351K

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