Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)
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 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
129+ 17.57% |
$73.2K - $78.4K
|
863
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
128+ 2.71% |
$72.7K - $77.8K
|
4.85K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
128+ 6.94% |
$72.7K - $77.8K
|
1.97K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
128+ 23.57% |
$72.7K - $77.8K
|
671
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
128+ 11.12% |
$72.7K - $77.8K
|
1.28K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
126+ 0.82% |
$71.5K - $76.6K
|
15.5K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
125+ 30.56% |
$71K - $76K
|
534
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
124+ 20.16% |
$70.4K - $75.4K
|
739
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
123+ 6.82% |
$69.8K - $74.8K
|
1.93K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
123+ 10.18% |
$69.8K - $74.8K
|
1.33K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
121+ 0.87% |
$68.7K - $73.5K
|
14K
$9.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
120+ 0.13% |
$68.1K - $72.9K
|
95.9K
$64.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
120+ 4.26% |
$68.1K - $72.9K
|
2.94K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
119+ 0.55% |
$67.6K - $72.3K
|
21.9K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
119+ 19.57% |
$67.6K - $72.3K
|
727
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
118+ 0.33% |
$67K - $71.7K
|
36K
$24.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
118+ 4.75% |
$67K - $71.7K
|
2.6K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
118+ 7.29% |
$67K - $71.7K
|
1.74K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
117New |
$66.4K - $71.1K
|
117
$78.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
116+ 12.61% |
$65.9K - $70.5K
|
1.04K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
116New |
$65.9K - $70.5K
|
116
$77.9K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
116+ 16.71% |
$65.9K - $70.5K
|
810
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
114+ 7.41% |
$64.7K - $69.3K
|
1.65K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
114+ 2.22% |
$64.7K - $69.3K
|
5.25K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
114+ 1.03% |
$64.7K - $69.3K
|
11.2K
$7.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
113+ 12.15% |
$64.2K - $68.7K
|
1.04K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
112+ 0.28% |
$63.6K - $68.1K
|
39.6K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
112+ 1.18% |
$63.6K - $68.1K
|
9.61K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110+ 18.03% |
$62.5K - $66.9K
|
720
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
110+ 6.77% |
$62.5K - $66.9K
|
1.74K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
109+ 1.63% |
$61.9K - $66.3K
|
6.81K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
108+ 21.05% |
$61.3K - $65.6K
|
621
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 0.64% |
$60.8K - $65K
|
16.9K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
107+ 2.74% |
$60.8K - $65K
|
4.01K
$2.69M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
107+ 1.86% |
$60.8K - $65K
|
5.86K
$3.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 1.47% |
$60.2K - $64.4K
|
7.33K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 2.01% |
$60.2K - $64.4K
|
5.39K
$3.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
105+ 5.51% |
$59.6K - $63.8K
|
2.01K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
103+ 9.29% |
$58.5K - $62.6K
|
1.21K
$814K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 0.44% |
$58.5K - $62.6K
|
23.3K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
103+ 0.48% |
$58.5K - $62.6K
|
21.7K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
102New |
$57.9K - $62K
|
102
$68.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
101+ 1.26% |
$57.3K - $61.4K
|
8.1K
$5.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
100+ 0.91% |
$56.8K - $60.8K
|
11K
$7.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 4.88% |
$56.8K - $60.8K
|
2.15K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
100+ 22.37% |
$56.8K - $60.8K
|
547
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
99+ 14.02% |
$56.2K - $60.2K
|
805
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
99+ 10.66% |
$56.2K - $60.2K
|
1.03K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
99+ 6.72% |
$56.2K - $60.2K
|
1.57K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
99+ 8.62% |
$56.2K - $60.2K
|
1.25K
$838K
|