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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
58+ 0.37% |
$32.9K - $35.3K
|
15.8K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
58New |
$32.9K - $35.3K
|
58
$37.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
57+ 2.64% |
$32.4K - $34.6K
|
2.22K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$32.4K - $34.6K
|
57
$36.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
57+ 0.18% |
$32.4K - $34.6K
|
32.5K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
57+ 2.46% |
$32.4K - $34.6K
|
2.37K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
56+ 1.25% |
$31.8K - $34K
|
4.53K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
56+ 0.89% |
$31.8K - $34K
|
6.35K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 1.59% |
$31.8K - $34K
|
3.59K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
56+ 0.16% |
$31.8K - $34K
|
34.4K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
56+ 5.7% |
$31.8K - $34K
|
1.04K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.08% |
$31.8K - $34K
|
5.24K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
56+ 0.36% |
$31.8K - $34K
|
15.5K
$9.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
56New |
$31.8K - $34K
|
56
$36K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 10.4% |
$31.2K - $33.4K
|
584
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 9.87% |
$31.2K - $33.4K
|
612
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
55+ 3.31% |
$31.2K - $33.4K
|
1.72K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
55+ 0.41% |
$31.2K - $33.4K
|
13.5K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
55+ 0.31% |
$31.2K - $33.4K
|
18.1K
$11.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
55+ 4.61% |
$31.2K - $33.4K
|
1.25K
$802K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.24% |
$30.7K - $32.8K
|
22.2K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
53+ 0.37% |
$30.1K - $32.2K
|
14.3K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$30.1K - $32.2K
|
53
$34.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
52New |
$29.5K - $31.6K
|
52
$33.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
51+ 2.44% |
$29K - $31K
|
2.14K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
51+ 2.03% |
$29K - $31K
|
2.57K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
51+ 0.29% |
$29K - $31K
|
17.4K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
50+ 0.6% |
$28.4K - $30.4K
|
8.41K
$5.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 1.77% |
$28.4K - $30.4K
|
2.87K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
50+ 1.93% |
$28.4K - $30.4K
|
2.65K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50+ 40.32% |
$28.4K - $30.4K
|
174
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 1.63% |
$28.4K - $30.4K
|
3.12K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 1.82% |
$28.4K - $30.4K
|
2.8K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.18% |
$27.8K - $29.8K
|
26.9K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.67% |
$27.8K - $29.8K
|
2.98K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
49+ 2.45% |
$27.8K - $29.8K
|
2.05K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
49+ 9.46% |
$27.8K - $29.8K
|
567
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
49+ 1.29% |
$27.8K - $29.8K
|
3.86K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 4.88% |
$27.3K - $29.2K
|
1.03K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
47+ 0.92% |
$26.7K - $28.6K
|
5.17K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$26.7K - $28.6K
|
917
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
47+ 9.67% |
$26.7K - $28.6K
|
533
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
46+ 0.53% |
$26.1K - $28K
|
8.73K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.64% |
$25.6K - $27.4K
|
7.13K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.3% |
$25.6K - $27.4K
|
14.9K
$9.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
44+ 10.63% |
$25K - $26.7K
|
458
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
44+ 5.83% |
$25K - $26.7K
|
799
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.47% |
$24.4K - $26.1K
|
9.19K
$5.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$7.23M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
43+ 1.71% |
$24.4K - $26.1K
|
2.56K
$1.64M
|