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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.51M+ 42868.57% |
$1.42B - $1.52B
|
2.51M
$1.52B
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
486K+ 68.84% |
$276M - $295M
|
1.19M
$721M
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
320K+ 72.67% |
$182M - $194M
|
760K
$460M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
165K+ 1096666.62% |
$93.4M - $100M
|
165K
$99.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
163K+ 11649.21% |
$92.5M - $99M
|
164K
$99.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
148KNew |
$84.1M - $90M
|
148K
$89.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
127K+ 314.84% |
$72.2M - $77.3M
|
167K
$101M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
124K+ 27.98% |
$70.1M - $75.1M
|
565K
$342M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
111K+ 59.8% |
$63M - $67.5M
|
297K
$179M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.1KNew |
$56.2M - $60.2M
|
99.1K
$59.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
92.3K+ 525.29% |
$52.4M - $56.1M
|
110K
$66.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
91.4K+ 11.54% |
$51.9M - $55.6M
|
884K
$535M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90.9K+ 263.95% |
$51.6M - $55.3M
|
125K
$75.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
64.4K+ 3816.0% |
$36.6M - $39.1M
|
66.1K
$40M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
60KNew |
$34.1M - $36.5M
|
60K
$36.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
59.9K+ 48.73% |
$34M - $36.4M
|
183K
$111M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
58.1KNew |
$33M - $35.3M
|
58.1K
$35.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
57.9KNew |
$32.9M - $35.2M
|
57.9K
$35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
56.4K+ 41.77% |
$32M - $34.3M
|
191K
$116M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.3KNew |
$29.7M - $31.8M
|
52.3K
$31.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
51.5KNew |
$29.2M - $31.3M
|
51.5K
$31.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
49.9K+ 2463.82% |
$28.3M - $30.3M
|
51.9K
$31.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Spider Management Company, LLC
Richmond, VA |
BUY
|
- |
49.6K+ 25.95% |
$28.2M - $30.1M
|
241K
$146M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
47.8KNew |
$27.1M - $29M
|
47.8K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
47.5K+ 83.25% |
$27M - $28.9M
|
105K
$63.3M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
46.8K+ 702.43% |
$26.6M - $28.4M
|
53.5K
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 117.56% |
$24.7M - $26.5M
|
80.7K
$48.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
41K+ 40.06% |
$23.3M - $24.9M
|
143K
$86.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
40.3K+ 4920.61% |
$22.9M - $24.5M
|
41.2K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
37.2KNew |
$21.1M - $22.6M
|
37.2K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
34.1K+ 52.46% |
$19.4M - $20.7M
|
99.1K
$60M
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
31.5K+ 466.87% |
$17.9M - $19.1M
|
38.2K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
30.3K+ 631.55% |
$17.2M - $18.4M
|
35.1K
$21.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30K+ 139.64% |
$17M - $18.2M
|
51.5K
$31.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.7K+ 340.63% |
$16.8M - $18M
|
38.4K
$23.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.8K+ 4.64% |
$16.4M - $17.5M
|
650K
$393M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
26.7KNew |
$15.2M - $16.2M
|
26.7K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.7K+ 75.0% |
$14.6M - $15.6M
|
60.1K
$36.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
25.7K+ 6.07% |
$14.6M - $15.6M
|
449K
$272M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
22.3KNew |
$12.7M - $13.5M
|
22.3K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21.8K+ 458.53% |
$12.4M - $13.3M
|
26.6K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
BUY
|
- |
21.4KNew |
$12.2M - $13M
|
21.4K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
21.4KNew |
$12.2M - $13M
|
21.4K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
21.3KNew |
$12.1M - $12.9M
|
21.3K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.2K+ 11.01% |
$12.1M - $12.9M
|
214K
$130M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.8K+ 54.56% |
$11.2M - $12M
|
56.1K
$33.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
19.7K+ 101.2% |
$11.2M - $12M
|
39.3K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
19.2KNew |
$10.9M - $11.7M
|
19.2K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.7K+ 5.03% |
$10.1M - $10.8M
|
370K
$224M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
17.6K+ 2139.68% |
$10M - $10.7M
|
18.5K
$11.2M
|