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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.01KNew |
$1.71M - $1.83M
|
3.01K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3K+ 39.37% |
$1.71M - $1.83M
|
10.6K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3KNew |
$1.7M - $1.82M
|
3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.99KNew |
$1.7M - $1.82M
|
2.99K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
2.97K+ 6.08% |
$1.68M - $1.8M
|
51.7K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.96KNew |
$1.68M - $1.8M
|
2.96K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.95K+ 40.01% |
$1.67M - $1.79M
|
10.3K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.95K+ 677.47% |
$1.67M - $1.79M
|
3.38K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94K+ 5.35% |
$1.67M - $1.79M
|
57.9K
$36.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.94K+ 3.22% |
$1.67M - $1.79M
|
94.3K
$59.2M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
2.93KNew |
$1.67M - $1.78M
|
2.93K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.91K+ 171.54% |
$1.65M - $1.77M
|
4.61K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.9K+ 8.61% |
$1.65M - $1.76M
|
36.6K
$23M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.89K+ 5.68% |
$1.64M - $1.76M
|
53.9K
$33.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.89K+ 25.53% |
$1.64M - $1.76M
|
14.2K
$8.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.88K+ 2.52% |
$1.64M - $1.75M
|
117K
$73.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.87K+ 17.24% |
$1.63M - $1.75M
|
19.5K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.85KNew |
$1.62M - $1.73M
|
2.85K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 3.38% |
$1.62M - $1.73M
|
87.2K
$54.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.83K+ 8.0% |
$1.61M - $1.72M
|
38.2K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.82KNew |
$1.6M - $1.72M
|
2.82K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.82KNew |
$1.6M - $1.71M
|
2.82K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.81KNew |
$1.6M - $1.71M
|
2.81K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.8KNew |
$1.59M - $1.7M
|
2.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
2.78KNew |
$1.58M - $1.69M
|
2.78K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$1.56M - $1.68M
|
2.76K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.75K+ 12.36% |
$1.56M - $1.67M
|
25K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.73K+ 15.0% |
$1.55M - $1.66M
|
21K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.72KNew |
$1.55M - $1.66M
|
2.72K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 3.13% |
$1.54M - $1.65M
|
89.3K
$56.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 45.28% |
$1.53M - $1.64M
|
8.66K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 7.89% |
$1.53M - $1.64M
|
36.9K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.67KNew |
$1.52M - $1.62M
|
2.67K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$36.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.66K+ 7.58% |
$1.51M - $1.62M
|
37.8K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.64K+ 4.1% |
$1.5M - $1.61M
|
67.1K
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.64KNew |
$1.5M - $1.6M
|
2.64K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 5.05% |
$1.5M - $1.6M
|
54.8K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.63K+ 5.2% |
$1.49M - $1.6M
|
53.2K
$33.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.62K+ 36.29% |
$1.49M - $1.59M
|
9.84K
$6.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.62K+ 21.43% |
$1.49M - $1.59M
|
14.8K
$9.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.62K+ 2.89% |
$1.49M - $1.59M
|
93.3K
$58.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
2.6KNew |
$1.48M - $1.58M
|
2.6K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.59KNew |
$1.47M - $1.58M
|
2.59K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.58KNew |
$1.47M - $1.57M
|
2.58K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
2.57K+ 1.25% |
$1.46M - $1.56M
|
208K
$131M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.57K+ 42.5% |
$1.46M - $1.56M
|
8.6K
$5.4M
|