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
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
282+ 10.25% |
$160K - $171K
|
3.03K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
278+ 0.37% |
$158K - $169K
|
75.1K
$45.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
274+ 2.67% |
$156K - $167K
|
10.5K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
271+ 0.66% |
$154K - $165K
|
41.5K
$25.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
268+ 28.51% |
$152K - $163K
|
1.21K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
268+ 1.99% |
$152K - $163K
|
13.7K
$8.3M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
262+ 33.68% |
$149K - $159K
|
1.04K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
262+ 9.25% |
$149K - $159K
|
3.09K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
260+ 6.54% |
$148K - $158K
|
4.24K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 2.05% |
$148K - $158K
|
12.9K
$7.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
258+ 4.06% |
$146K - $157K
|
6.62K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
257+ 2.01% |
$146K - $156K
|
13.1K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
256+ 6.61% |
$145K - $156K
|
4.13K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
256+ 1.32% |
$145K - $156K
|
19.6K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
255+ 14.88% |
$145K - $155K
|
1.97K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
254+ 2.13% |
$144K - $154K
|
12.2K
$7.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
252+ 12.27% |
$143K - $153K
|
2.31K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
251+ 42.54% |
$143K - $153K
|
841
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
243+ 4.68% |
$138K - $148K
|
5.43K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
240+ 18.56% |
$136K - $146K
|
1.53K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
240+ 6.72% |
$136K - $146K
|
3.81K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
237+ 41.95% |
$135K - $144K
|
802
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
236+ 12.97% |
$134K - $143K
|
2.06K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
235+ 1.54% |
$133K - $143K
|
15.4K
$9.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
234+ 9.87% |
$133K - $142K
|
2.61K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
226+ 1.69% |
$128K - $137K
|
13.6K
$8.24M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
224+ 6.43% |
$127K - $136K
|
3.71K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
220+ 29.57% |
$125K - $134K
|
964
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
219+ 9.44% |
$124K - $133K
|
2.54K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
218+ 27.01% |
$124K - $133K
|
1.03K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
217+ 11.79% |
$123K - $132K
|
2.06K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
216+ 13.04% |
$123K - $131K
|
1.87K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
214+ 4.26% |
$122K - $130K
|
5.24K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
214+ 7.42% |
$122K - $130K
|
3.1K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
214+ 5.51% |
$122K - $130K
|
4.1K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
214+ 4.09% |
$122K - $130K
|
5.45K
$3.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
211+ 6.91% |
$120K - $128K
|
3.27K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
210+ 0.48% |
$119K - $128K
|
43.9K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
205+ 1.88% |
$116K - $125K
|
11.1K
$6.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
204+ 8.67% |
$116K - $124K
|
2.56K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
200+ 5.11% |
$114K - $122K
|
4.12K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
196+ 4.2% |
$111K - $119K
|
4.87K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
195New |
$111K - $119K
|
195
$118K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
192+ 29.36% |
$109K - $117K
|
846
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
192+ 0.8% |
$109K - $117K
|
24.2K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
192New |
$109K - $117K
|
192
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
189+ 23.86% |
$107K - $115K
|
981
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
188+ 3.25% |
$107K - $114K
|
5.97K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
187+ 2.24% |
$106K - $114K
|
8.55K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
186+ 0.92% |
$106K - $113K
|
20.4K
$12.3M
|