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 31, 2025 Q4 2024
Callahan Advisors, LLC

BUY
 -
59
+ 3.62%
$33.5K - $35.9K
1.69K $1.13M
Feb 10, 2025 Q4 2024
Northwest Wealth Management, LLC

BUY
 -
59
+ 10.1%
$33.5K - $35.9K
643 $432K
Jan 21, 2025 Q4 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
58
+ 0.24%
$32.9K - $35.3K
24.5K $16.4M
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
58
+ 7.13%
$32.9K - $35.3K
872 $585K
Feb 11, 2025 Q4 2024
Truepoint, Inc.

BUY
 -
58
+ 0.48%
$32.9K - $35.3K
12K $8.07M
Feb 14, 2025 Q4 2024
Eagle Strategies LLC

New York, NY
BUY
 -
58
+ 0.37%
$32.9K - $35.3K
15.8K $10.6M
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
58
New
$32.9K - $35.3K
58 $38.9K
Jan 22, 2025 Q4 2024
Trust CO Of Tennessee

Knoxville, TN
BUY
 -
57
+ 2.64%
$32.4K - $34.6K
2.22K $1.49M
Jan 29, 2025 Q4 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
57
New
$32.4K - $34.6K
57 $38.3K
Feb 03, 2025 Q4 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
57
+ 0.18%
$32.4K - $34.6K
32.5K $21.8M
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
56
+ 1.25%
$31.8K - $34K
4.53K $3.04M
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
56
+ 0.89%
$31.8K - $34K
6.35K $4.26M
Jan 28, 2025 Q4 2024
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
56
+ 1.59%
$31.8K - $34K
3.59K $2.41M
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
56
+ 0.16%
$31.8K - $34K
34.4K $23.1M
Feb 11, 2025 Q4 2024
Mendel Money Management

Northbrook, IL
BUY
 -
56
+ 5.7%
$31.8K - $34K
1.04K $697K
Feb 13, 2025 Q4 2024
Summit Financial Wealth Advisors, LLC

BUY
 -
56
+ 1.08%
$31.8K - $34K
5.24K $3.52M
Feb 14, 2025 Q4 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
56
+ 0.36%
$31.8K - $34K
15.5K $10.4M
Feb 18, 2025 Q4 2024
Investment Management Corp /Va/ /Adv

Roanoke, VA
BUY
 -
56
New
$31.8K - $34K
56 $37.6K
Jan 16, 2025 Q4 2024
Maiden Cove Capital, LLC

Cape Elizabeth, ME
BUY
 -
55
+ 10.4%
$31.2K - $33.4K
584 $392K
Feb 10, 2025 Q4 2024
Maiden Cove Capital, LLC

Cape Elizabeth, ME
BUY
 -
55
+ 9.87%
$31.2K - $33.4K
612 $411K
Feb 11, 2025 Q4 2024
Fortis Capital Management LLC

BUY
 -
55
+ 3.31%
$31.2K - $33.4K
1.72K $1.15M
Feb 13, 2025 Q4 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
55
+ 0.41%
$31.2K - $33.4K
13.5K $9.04M
Feb 14, 2025 Q4 2024
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
55
+ 0.31%
$31.2K - $33.4K
18.1K $12.1M
Feb 24, 2025 Q4 2024
Hall Capital Management CO Inc

BUY
 -
55
+ 4.61%
$31.2K - $33.4K
1.25K $838K
Jan 21, 2025 Q4 2024
Grimes & Company, Inc.

BUY
 -
54
+ 0.24%
$30.7K - $32.8K
22.2K $14.9M
Feb 12, 2025 Q4 2024
Columbia Asset Management

Ann Arbor, MI
BUY
 -
53
+ 0.37%
$30.1K - $32.2K
14.3K $9.59M
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
53
New
$30.1K - $32.2K
53 $35.6K
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
52
New
$29.5K - $31.6K
52 $34.9K
Jan 29, 2025 Q4 2024
Papp L Roy & Associates

BUY
 -
51
+ 2.44%
$29K - $31K
2.14K $1.44M
Feb 06, 2025 Q4 2024
Wood Trust Financial Corp

BUY
 -
51
+ 2.03%
$29K - $31K
2.57K $1.72M
Feb 12, 2025 Q4 2024
Cannon Advisors, Inc.

Charlotte, NC
BUY
 -
51
+ 0.29%
$29K - $31K
17.4K $11.7M
Jan 14, 2025 Q4 2024
Omega Financial Group, LLC

BUY
 -
50
+ 0.6%
$28.4K - $30.4K
8.41K $5.64M
Jan 21, 2025 Q4 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
50
+ 1.77%
$28.4K - $30.4K
2.87K $1.93M
Jan 23, 2025 Q4 2024
Heritage Financial Services, LLC

BUY
 -
50
+ 1.93%
$28.4K - $30.4K
2.65K $1.78M
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
50
+ 40.32%
$28.4K - $30.4K
174 $117K
Feb 10, 2025 Q4 2024
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
50
+ 1.63%
$28.4K - $30.4K
3.12K $2.09M
Feb 12, 2025 Q4 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
50
+ 1.82%
$28.4K - $30.4K
2.8K $1.88M
Jan 15, 2025 Q4 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
49
+ 0.18%
$27.8K - $29.8K
26.9K $18.1M
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
49
+ 1.67%
$27.8K - $29.8K
2.98K $2M
Feb 11, 2025 Q4 2024
One Charles Private Wealth Services, LLC

BUY
 -
49
+ 2.45%
$27.8K - $29.8K
2.05K $1.38M
Feb 11, 2025 Q4 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
49
+ 9.46%
$27.8K - $29.8K
567 $381K
Feb 13, 2025 Q4 2024
Bank Of Nova Scotia Trust CO

BUY
 -
49
+ 1.29%
$27.8K - $29.8K
3.86K $2.59M
Jan 17, 2025 Q4 2024
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
48
+ 4.88%
$27.3K - $29.2K
1.03K $692K
Feb 05, 2025 Q4 2024
Noesis Capital Mangement Corp

BUY
 -
47
+ 0.92%
$26.7K - $28.6K
5.17K $3.47M
Jan 30, 2025 Q4 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
47
+ 5.4%
$26.7K - $28.6K
917 $616K
Feb 12, 2025 Q4 2024
Somerville Kurt F

BUY
 -
47
+ 9.67%
$26.7K - $28.6K
533 $358K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
46
+ 0.53%
$26.1K - $28K
8.73K $5.86M
Jan 28, 2025 Q4 2024
Platform Technology Partners

BUY
 -
45
+ 0.64%
$25.6K - $27.4K
7.13K $4.78M
Jan 30, 2025 Q4 2024
Wbh Advisory Inc

BUY
 -
45
+ 0.3%
$25.6K - $27.4K
14.9K $9.98M

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