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 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
76+ 3.89% |
$43.2K - $46.2K
|
2.03K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76+ 1.56% |
$43.2K - $46.2K
|
4.96K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
76+ 2.64% |
$43.2K - $46.2K
|
2.96K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
76+ 17.43% |
$43.2K - $46.2K
|
512
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
76+ 0.16% |
$43.2K - $46.2K
|
47.6K
$31.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
75+ 12.25% |
$42.6K - $45.6K
|
687
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
75+ 3.78% |
$42.6K - $45.6K
|
2.06K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
75+ 1.06% |
$42.6K - $45.6K
|
7.16K
$4.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
74+ 0.23% |
$42K - $45K
|
31.9K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
74+ 10.04% |
$42K - $45K
|
811
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
73+ 6.04% |
$41.5K - $44.4K
|
1.28K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
72+ 1.27% |
$40.9K - $43.8K
|
5.75K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
72+ 0.73% |
$40.9K - $43.8K
|
9.94K
$6.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.61% |
$40.9K - $43.8K
|
4.55K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
72+ 17.73% |
$40.9K - $43.8K
|
478
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
71+ 5.68% |
$40.3K - $43.2K
|
1.32K
$886K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
71+ 4.81% |
$40.3K - $43.2K
|
1.55K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
70+ 1.34% |
$39.7K - $42.5K
|
5.3K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 8.58% |
$39.7K - $42.5K
|
886
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70+ 0.25% |
$39.7K - $42.5K
|
28.5K
$19.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
70+ 1.74% |
$39.7K - $42.5K
|
4.1K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
70+ 0.17% |
$39.7K - $42.5K
|
40.2K
$27M
|
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
68+ 1.64% |
$38.6K - $41.3K
|
4.21K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
67+ 9.74% |
$38K - $40.7K
|
755
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
67+ 5.99% |
$38K - $40.7K
|
1.19K
$796K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
67+ 2.12% |
$38K - $40.7K
|
3.22K
$2.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
67+ 1.65% |
$38K - $40.7K
|
4.14K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 2.3% |
$37.5K - $40.1K
|
2.94K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 6.08% |
$37.5K - $40.1K
|
1.15K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 4.2% |
$37.5K - $40.1K
|
1.64K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
66+ 39.29% |
$37.5K - $40.1K
|
234
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
65+ 7.66% |
$36.9K - $39.5K
|
914
$614K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
65+ 4.19% |
$36.9K - $39.5K
|
1.62K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
65+ 3.39% |
$36.9K - $39.5K
|
1.98K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
65+ 0.66% |
$36.9K - $39.5K
|
9.9K
$6.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$36.3K - $38.9K
|
64
$43K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
64+ 1.68% |
$36.3K - $38.9K
|
3.88K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
64+ 4.7% |
$36.3K - $38.9K
|
1.43K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
63+ 15.87% |
$35.8K - $38.3K
|
460
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
62+ 1.71% |
$35.2K - $37.7K
|
3.69K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
62+ 53.91% |
$35.2K - $37.7K
|
177
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
62+ 6.0% |
$35.2K - $37.7K
|
1.1K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
62+ 3.87% |
$35.2K - $37.7K
|
1.66K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
62+ 9.9% |
$35.2K - $37.7K
|
688
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
61+ 4.65% |
$34.6K - $37.1K
|
1.37K
$921K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
61+ 0.12% |
$34.6K - $37.1K
|
50.3K
$33.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 5.74% |
$34.1K - $36.5K
|
1.11K
$742K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.22% |
$34.1K - $36.5K
|
27.3K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
60+ 7.5% |
$34.1K - $36.5K
|
860
$577K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
59+ 14.82% |
$33.5K - $35.9K
|
457
$307K
|