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 21, 2025 Q4 2024
Asio Capital, LLC

BUY
 -
386
New
$219K - $235K
386 $235K
Jan 15, 2025 Q4 2024
Howard Financial Services, Ltd.

BUY
 -
383
+ 1.75%
$217K - $233K
22.3K $13.6M
Jan 15, 2025 Q4 2024
Herbst Group, LLC

Westport, CT
BUY
 -
383
+ 4.28%
$217K - $233K
9.34K $5.69M
Jan 21, 2025 Q4 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
378
+ 36.73%
$215K - $230K
1.41K $858K
Jan 15, 2025 Q4 2024
Grant

BUY
 -
370
+ 14.15%
$210K - $225K
2.98K $1.82M
Jan 16, 2025 Q4 2024
True Link Financial Advisors, LLC

BUY
 -
357
+ 16.94%
$203K - $217K
2.47K $1.5M
Jan 17, 2025 Q4 2024
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
352
New
$200K - $214K
352 $215K
Jan 23, 2025 Q4 2024
Colton Groome Financial Advisors, LLC

BUY
 -
351
+ 50.87%
$199K - $213K
1.04K $635K
Jan 22, 2025 Q4 2024
Spectrum Strategic Capital Management, LLC

Corvallis, OR
BUY
 -
339
+ 2.41%
$192K - $206K
14.4K $8.8M
Jan 17, 2025 Q4 2024
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
319
+ 48.41%
$181K - $194K
978 $596K
Jan 23, 2025 Q4 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
308
+ 4.33%
$175K - $187K
7.42K $4.52M
Jan 03, 2025 Q4 2024
Dentgroup LLC

BUY
 -
307
+ 23.52%
$174K - $187K
1.61K $983K
Jan 15, 2025 Q4 2024
True Wealth Advisors, LLC

BUY
 -
305
+ 0.67%
$173K - $185K
45.9K $28M
Jan 14, 2025 Q4 2024
Meyer Handelman CO

BUY
 -
302
+ 9.41%
$171K - $184K
3.51K $2.14M
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
301
New
$171K - $183K
301 $184K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
296
+ 5.26%
$168K - $180K
5.92K $3.61M
Jan 14, 2025 Q4 2024
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
294
+ 2.81%
$167K - $179K
10.8K $6.56M
Jan 17, 2025 Q4 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
290
+ 15.81%
$165K - $176K
2.12K $1.3M
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

BUY
 -
290
+ 11.79%
$165K - $176K
2.75K $1.68M
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
286
+ 1.08%
$162K - $174K
26.7K $16.3M
Jan 21, 2025 Q4 2024
Juncture Wealth Strategies, LLC

BUY
 -
286
+ 3.98%
$162K - $174K
7.48K $4.56M
Jan 22, 2025 Q4 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
282
+ 10.25%
$160K - $171K
3.03K $1.85M
Jan 15, 2025 Q4 2024
Helen Stephens Group, LLC

BUY
 -
274
+ 2.67%
$156K - $167K
10.5K $6.42M
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
271
+ 0.66%
$154K - $165K
41.5K $25.3M
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
268
+ 1.99%
$152K - $163K
13.7K $8.37M
Jan 13, 2025 Q4 2024
Tpg Financial Advisors, LLC

BUY
 -
268
+ 28.51%
$152K - $163K
1.21K $737K
Jan 15, 2025 Q4 2024
J2 Capital Management Inc

BUY
 -
262
+ 33.68%
$149K - $159K
1.04K $634K
Jan 16, 2025 Q4 2024
Roberts Wealth Advisors, LLC

BUY
 -
260
+ 6.54%
$148K - $158K
4.24K $2.58M
Jan 22, 2025 Q4 2024
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
257
+ 2.01%
$146K - $156K
13.1K $7.97M
Jan 16, 2025 Q4 2024
Cambridge Advisors Inc.

BUY
 -
256
+ 6.61%
$145K - $156K
4.13K $2.52M
Jan 16, 2025 Q4 2024
Maltin Wealth Management, Inc.

BUY
 -
251
+ 42.54%
$143K - $153K
841 $513K
Jan 22, 2025 Q4 2024
Parsons Capital Management Inc

BUY
 -
243
+ 4.68%
$138K - $148K
5.43K $3.31M
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
240
+ 6.72%
$136K - $146K
3.81K $2.32M
Jan 16, 2025 Q4 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
240
+ 18.56%
$136K - $146K
1.53K $935K
Jan 15, 2025 Q4 2024
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
237
+ 41.95%
$135K - $144K
802 $489K
Jan 21, 2025 Q4 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
235
+ 1.54%
$133K - $143K
15.4K $9.42M
Jan 06, 2025 Q4 2024
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
234
+ 9.87%
$133K - $142K
2.61K $1.59M
Jan 23, 2025 Q4 2024
Cmg Global Holdings, LLC

BUY
 -
226
+ 1.69%
$128K - $137K
13.6K $8.31M
Jan 22, 2025 Q4 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
224
+ 6.43%
$127K - $136K
3.71K $2.26M
Jan 21, 2025 Q4 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
219
+ 9.44%
$124K - $133K
2.54K $1.55M
Jan 13, 2025 Q4 2024
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
216
+ 13.04%
$123K - $131K
1.87K $1.14M
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
214
+ 5.51%
$122K - $130K
4.1K $2.5M
Jan 22, 2025 Q4 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
214
+ 4.09%
$122K - $130K
5.45K $3.32M
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
214
+ 7.42%
$122K - $130K
3.1K $1.89M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
214
+ 4.26%
$122K - $130K
5.24K $3.19M
Jan 07, 2025 Q4 2024
Chickasaw Capital Management LLC

BUY
 -
211
+ 6.91%
$120K - $128K
3.27K $1.99M
Jan 10, 2025 Q4 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
204
+ 8.67%
$116K - $124K
2.56K $1.56M
Jan 17, 2025 Q4 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
196
+ 4.2%
$111K - $119K
4.87K $2.97M
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
195
New
$111K - $119K
195 $119K

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