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
Apr 29, 2025 Q4 2024
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
185
+ 2.1%
$105K - $112K
9K $5.79M
Jan 03, 2025 Q4 2024
Jvl Associates LLC

BUY
 -
183
+ 14.75%
$104K - $111K
1.42K $915K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
183
+ 8.85%
$104K - $111K
2.25K $1.45M
Feb 06, 2025 Q4 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
183
+ 4.23%
$104K - $111K
4.51K $2.9M
Jan 17, 2025 Q4 2024
Eagle Capital Management, LLC

BUY
 -
182
+ 0.4%
$103K - $111K
45.2K $29M
Feb 11, 2025 Q4 2024
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
182
+ 4.45%
$103K - $111K
4.28K $2.75M
Jan 14, 2025 Q4 2024
Cox Capital Mgt LLC

BUY
 -
180
+ 33.52%
$102K - $109K
717 $461K
Feb 14, 2025 Q4 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
180
+ 3.56%
$102K - $109K
5.24K $3.37M
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
179
+ 3.41%
$102K - $109K
5.42K $3.49M
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
179
+ 28.32%
$102K - $109K
811 $521K
Feb 11, 2025 Q4 2024
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
178
+ 44.06%
$101K - $108K
582 $374K
Feb 04, 2025 Q4 2024
Mainstay Capital Management LLC

BUY
 -
177
+ 19.22%
$101K - $108K
1.1K $706K
Feb 11, 2025 Q4 2024
Mountain Hill Investment Partners Corp.

Atlantic Highlands, NJ
BUY
 -
177
New
$101K - $108K
177 $114K
Jan 28, 2025 Q4 2024
Byrne Asset Management LLC

BUY
 -
176
New
$99.9K - $107K
176 $113K
Jul 14, 2025 Q4 2024
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
176
New
$99.9K - $107K
176 $113K
Feb 03, 2025 Q4 2024
Arbor Investment Advisors, LLC

BUY
 -
175
+ 5.15%
$99.4K - $106K
3.57K $2.29M
Feb 14, 2025 Q4 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
174
+ 7.83%
$98.8K - $106K
2.4K $1.54M
Feb 11, 2025 Q4 2024
Towercrest Capital Management

Newtown, PA
BUY
 -
172
+ 0.85%
$97.7K - $105K
20.5K $13.2M
Jan 17, 2025 Q4 2024
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
171
New
$97.1K - $104K
171 $110K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
171
+ 7.19%
$97.1K - $104K
2.55K $1.64M
Feb 10, 2025 Q4 2024
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
171
+ 21.01%
$97.1K - $104K
985 $633K
Feb 18, 2025 Q4 2024
University Of Texas

BUY
 -
171
New
$97.1K - $104K
171 $110K
Feb 04, 2025 Q4 2024
Vaughan David Investments LLC

Peoria, IL
BUY
 -
170
+ 6.44%
$96.5K - $103K
2.81K $1.81M
Jan 27, 2025 Q4 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
168
+ 3.51%
$95.4K - $102K
4.96K $3.18M
Feb 03, 2025 Q4 2024
Pacific Sun Financial Corp

BUY
 -
167
+ 23.29%
$94.8K - $102K
884 $568K
Feb 14, 2025 Q4 2024
Coldstream Capital Management Inc

BUY
 -
167
+ 0.61%
$94.8K - $102K
27.4K $17.6M
Jan 14, 2025 Q4 2024
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
166
+ 0.85%
$94.3K - $101K
19.6K $12.6M
Jan 14, 2025 Q4 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
165
+ 0.73%
$93.7K - $100K
22.8K $14.7M
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
165
+ 0.15%
$93.7K - $100K
109K $70.2M
Feb 14, 2025 Q4 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
165
+ 0.3%
$93.7K - $100K
55.7K $35.8M
Jan 14, 2025 Q4 2024
Edge Wealth Management LLC

BUY
 -
164
+ 2.48%
$93.1K - $99.7K
6.79K $4.36M
Jan 22, 2025 Q4 2024
Aurora Private Wealth, Inc.

BUY
 -
164
+ 1.57%
$93.1K - $99.7K
10.6K $6.82M
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
164
+ 60.74%
$93.1K - $99.7K
434 $279K
Feb 07, 2025 Q4 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
164
+ 2.13%
$93.1K - $99.7K
7.87K $5.06M
Feb 14, 2025 Q4 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
164
+ 3.73%
$93.1K - $99.7K
4.56K $2.93M
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
162
+ 2.19%
$92K - $98.5K
7.57K $4.86M
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
162
New
$92K - $98.5K
162 $104K
Jan 23, 2025 Q4 2024
Alta Wealth Advisors LLC

BUY
 -
162
+ 1.42%
$92K - $98.5K
11.6K $7.46M
Jan 27, 2025 Q4 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
162
+ 10.07%
$92K - $98.5K
1.77K $1.14M
Feb 21, 2025 Q4 2024
Putney Financial Group LLC

San Rafael, CA
BUY
 -
158
New
$89.7K - $96K
158 $102K
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
157
+ 13.86%
$89.1K - $95.4K
1.29K $829K
Jan 14, 2025 Q4 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
157
+ 3.62%
$89.1K - $95.4K
4.49K $2.89M
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
155
+ 0.28%
$88K - $94.2K
56.3K $36.2M
Jan 27, 2025 Q4 2024
Telos Capital Management, Inc.

BUY
 -
155
+ 9.04%
$88K - $94.2K
1.87K $1.2M
Feb 14, 2025 Q4 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
155
+ 8.18%
$88K - $94.2K
2.05K $1.32M
Jan 31, 2025 Q4 2024
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
154
+ 3.7%
$87.4K - $93.6K
4.32K $2.78M
Feb 14, 2025 Q4 2024
Rinkey Investments

San Diego, CA
BUY
 -
154
+ 5.04%
$87.4K - $93.6K
3.21K $2.06M
Jan 21, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
153
+ 1.23%
$86.9K - $93K
12.6K $8.08M
Jan 28, 2025 Q4 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
153
+ 1.37%
$86.9K - $93K
11.3K $7.29M

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