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 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.5K+ 25.93% |
$9.96M - $10.7M
|
85.2K
$51.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.8K+ 29.47% |
$9.54M - $10.2M
|
73.8K
$44.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16.6K+ 287.84% |
$9.43M - $10.1M
|
22.4K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
16.5K+ 9.93% |
$9.36M - $10M
|
182K
$110M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
15.4K+ 2246.58% |
$8.76M - $9.38M
|
16.1K
$9.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.4K+ 300.94% |
$8.73M - $9.35M
|
20.5K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.1K+ 98.73% |
$8.58M - $9.18M
|
30.4K
$18.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
14.8KNew |
$8.38M - $8.97M
|
14.8K
$8.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.8KNew |
$8.38M - $8.97M
|
14.8K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.1K+ 5.39% |
$8.01M - $8.57M
|
276K
$167M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.5KNew |
$7.64M - $8.18M
|
13.5K
$8.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.4K+ 160.18% |
$7.6M - $8.14M
|
21.8K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.2K+ 43.69% |
$7.51M - $8.04M
|
43.5K
$26.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.9K+ 622.22% |
$7.31M - $7.83M
|
15K
$9.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12.3K+ 35.36% |
$6.99M - $7.48M
|
47.1K
$28.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.2K+ 4.38% |
$6.92M - $7.41M
|
291K
$176M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12.1K+ 10.1% |
$6.89M - $7.37M
|
132K
$80M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 157.43% |
$6.55M - $7.01M
|
18.9K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.4K+ 162.86% |
$6.47M - $6.93M
|
18.4K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.3K+ 28.33% |
$6.44M - $6.9M
|
51.4K
$31.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.2K+ 177.1% |
$6.33M - $6.78M
|
17.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
10.6K+ 14.41% |
$6.02M - $6.45M
|
84.2K
$51M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.6K+ 79.36% |
$6.01M - $6.43M
|
23.9K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 35.88% |
$5.97M - $6.39M
|
39.8K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2K+ 18.07% |
$5.78M - $6.19M
|
66.5K
$40.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$5.77M - $6.17M
|
10.2K
$6.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.1KNew |
$5.71M - $6.11M
|
10.1K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.79K+ 1168.14% |
$5.56M - $5.95M
|
10.6K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.56K+ 70.07% |
$5.43M - $5.81M
|
23.2K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.48K+ 31.36% |
$5.38M - $5.76M
|
39.7K
$24M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.03K+ 46.23% |
$5.13M - $5.49M
|
28.6K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
8.98K+ 2.94% |
$5.1M - $5.46M
|
314K
$190M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.6K+ 40.28% |
$4.88M - $5.22M
|
29.9K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.13K+ 40.94% |
$4.62M - $4.94M
|
28K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.09KNew |
$4.59M - $4.92M
|
8.09K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.99K+ 8.52% |
$4.54M - $4.86M
|
102K
$61.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
7.95KNew |
$4.51M - $4.83M
|
7.95K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.85K+ 11.93% |
$4.46M - $4.77M
|
73.7K
$44.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.73K+ 24.56% |
$4.39M - $4.7M
|
39.2K
$23.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7K+ 4.84% |
$4.37M - $4.68M
|
167K
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.56K+ 1.34% |
$4.29M - $4.59M
|
572K
$346M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.21K+ 75.87% |
$4.09M - $4.38M
|
16.7K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
7.17KNew |
$4.07M - $4.36M
|
7.17K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.14K+ 3.96% |
$4.06M - $4.34M
|
187K
$113M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 2.96% |
$4.05M - $4.34M
|
248K
$150M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.09K+ 28.37% |
$4.02M - $4.31M
|
32.1K
$19.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
6.98K+ 22.05% |
$3.97M - $4.24M
|
38.7K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6.94KNew |
$3.94M - $4.22M
|
6.94K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.9K+ 88.46% |
$3.92M - $4.19M
|
14.7K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.69KNew |
$3.8M - $4.07M
|
6.69K
$4.05M
|