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 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
114+ 1.03% |
$64.7K - $69.3K
|
11.2K
$6.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
113+ 12.15% |
$64.2K - $68.7K
|
1.04K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
112+ 0.28% |
$63.6K - $68.1K
|
39.6K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110+ 18.03% |
$62.5K - $66.9K
|
720
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
110+ 6.77% |
$62.5K - $66.9K
|
1.74K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
108+ 21.05% |
$61.3K - $65.6K
|
621
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 0.64% |
$60.8K - $65K
|
16.9K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
107+ 2.74% |
$60.8K - $65K
|
4.01K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 1.47% |
$60.2K - $64.4K
|
7.33K
$4.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
100+ 0.91% |
$56.8K - $60.8K
|
11K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 4.88% |
$56.8K - $60.8K
|
2.15K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
99+ 14.02% |
$56.2K - $60.2K
|
805
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
98+ 12.01% |
$55.6K - $59.6K
|
914
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
98+ 7.64% |
$55.6K - $59.6K
|
1.38K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
98+ 3.63% |
$55.6K - $59.6K
|
2.8K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
97+ 4.71% |
$55.1K - $59K
|
2.16K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
96+ 3.95% |
$54.5K - $58.3K
|
2.53K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
94+ 12.19% |
$53.4K - $57.1K
|
865
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
94+ 11.91% |
$53.4K - $57.1K
|
883
$534K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 1.98% |
$52.8K - $56.5K
|
4.79K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
91+ 0.69% |
$51.7K - $55.3K
|
13.4K
$8.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
85+ 14.99% |
$48.3K - $51.7K
|
652
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
85+ 3.87% |
$48.3K - $51.7K
|
2.28K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
85+ 3.07% |
$48.3K - $51.7K
|
2.85K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.7% |
$47.7K - $51.1K
|
1.56K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
83+ 0.62% |
$47.1K - $50.4K
|
13.4K
$8.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 1.12% |
$47.1K - $50.4K
|
7.52K
$4.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
82+ 9.32% |
$46.6K - $49.8K
|
962
$582K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
80+ 2.92% |
$45.4K - $48.6K
|
2.82K
$1.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
80+ 0.93% |
$45.4K - $48.6K
|
8.73K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
80+ 2.09% |
$45.4K - $48.6K
|
3.91K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
80+ 1.1% |
$45.4K - $48.6K
|
7.37K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78+ 2.63% |
$44.3K - $47.4K
|
3.04K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
76+ 3.89% |
$43.2K - $46.2K
|
2.03K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76+ 1.56% |
$43.2K - $46.2K
|
4.96K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
76+ 2.64% |
$43.2K - $46.2K
|
2.96K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
75+ 12.25% |
$42.6K - $45.6K
|
687
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
75+ 3.78% |
$42.6K - $45.6K
|
2.06K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
74+ 0.23% |
$42K - $45K
|
31.9K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
73+ 6.04% |
$41.5K - $44.4K
|
1.28K
$775K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
72+ 1.27% |
$40.9K - $43.8K
|
5.75K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
72+ 0.73% |
$40.9K - $43.8K
|
9.94K
$6.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.61% |
$40.9K - $43.8K
|
4.55K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
72+ 17.73% |
$40.9K - $43.8K
|
478
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
71+ 5.68% |
$40.3K - $43.2K
|
1.32K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
70+ 1.34% |
$39.7K - $42.5K
|
5.3K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 8.58% |
$39.7K - $42.5K
|
886
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70+ 0.25% |
$39.7K - $42.5K
|
28.5K
$17.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
67+ 9.74% |
$38K - $40.7K
|
755
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
67+ 5.99% |
$38K - $40.7K
|
1.19K
$718K
|