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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18K+ 3.28% |
$667K - $714K
|
37K
$22M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.17K+ 49.45% |
$665K - $712K
|
3.54K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.17K+ 1.7% |
$665K - $712K
|
70K
$41.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$662K - $709K
|
1.17K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
1.16K+ 4.38% |
$658K - $704K
|
27.6K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.16K+ 5.19% |
$657K - $703K
|
23.4K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.15KNew |
$650K - $696K
|
1.15K
$680K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.14K+ 10.21% |
$646K - $692K
|
12.3K
$7.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.12KNew |
$638K - $683K
|
1.12K
$668K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.12KNew |
$637K - $682K
|
1.12K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.12KNew |
$635K - $680K
|
1.12K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.12KNew |
$635K - $680K
|
1.12K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.12K+ 4.02% |
$633K - $678K
|
28.9K
$17.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.11K+ 50.46% |
$627K - $672K
|
3.3K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 7.08% |
$624K - $668K
|
16.6K
$9.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.1KNew |
$622K - $666K
|
1.1K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.1K+ 4.93% |
$622K - $666K
|
23.3K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.09K+ 106.32% |
$621K - $665K
|
2.12K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
1.09KNew |
$618K - $662K
|
1.09K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.09K+ 21.99% |
$618K - $661K
|
6.04K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$618K - $661K
|
1.09K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.09K+ 8.71% |
$618K - $661K
|
13.6K
$8.07M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.09KNew |
$616K - $659K
|
1.09K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.08K+ 6.04% |
$613K - $656K
|
19K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.08KNew |
$612K - $655K
|
1.08K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.08K+ 127.91% |
$612K - $655K
|
1.92K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.07K+ 12.35% |
$609K - $652K
|
9.76K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.07K+ 16.62% |
$609K - $652K
|
7.53K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.07K+ 4.99% |
$608K - $650K
|
22.5K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.07K+ 43.46% |
$606K - $649K
|
3.52K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.07K+ 3.64% |
$605K - $648K
|
30.4K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.06K+ 2.72% |
$600K - $642K
|
39.9K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.06KNew |
$600K - $642K
|
1.06K
$627K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.05K+ 62.28% |
$596K - $638K
|
2.74K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.04KNew |
$593K - $635K
|
1.04K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 5.24% |
$590K - $632K
|
20.9K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.04K+ 5.63% |
$588K - $630K
|
19.4K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.04KNew |
$588K - $629K
|
1.04K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.03K+ 4.08% |
$587K - $628K
|
26.3K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03KNew |
$587K - $628K
|
1.03K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.03KNew |
$584K - $625K
|
1.03K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.03K+ 14.75% |
$583K - $624K
|
7.99K
$4.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.02K+ 149.78% |
$579K - $620K
|
1.7K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.02K+ 6.99% |
$579K - $619K
|
15.6K
$9.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.02K+ 5.52% |
$576K - $617K
|
19.4K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 9.99% |
$573K - $614K
|
11.1K
$6.61M
|