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 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
61+ 4.65% |
$34.6K - $37.1K
|
1.37K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
61+ 0.12% |
$34.6K - $37.1K
|
50.3K
$30.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 5.74% |
$34.1K - $36.5K
|
1.11K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.22% |
$34.1K - $36.5K
|
27.3K
$16.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
59+ 14.82% |
$33.5K - $35.9K
|
457
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
59+ 3.62% |
$33.5K - $35.9K
|
1.69K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
58+ 0.24% |
$32.9K - $35.3K
|
24.5K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
58+ 7.13% |
$32.9K - $35.3K
|
872
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
57+ 2.64% |
$32.4K - $34.6K
|
2.22K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$32.4K - $34.6K
|
57
$34.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
57+ 0.18% |
$32.4K - $34.6K
|
32.5K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
57+ 2.46% |
$32.4K - $34.6K
|
2.37K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
56+ 1.25% |
$31.8K - $34K
|
4.53K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
56+ 0.89% |
$31.8K - $34K
|
6.35K
$3.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 1.59% |
$31.8K - $34K
|
3.59K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
56+ 0.16% |
$31.8K - $34K
|
34.4K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 10.4% |
$31.2K - $33.4K
|
584
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.24% |
$30.7K - $32.8K
|
22.2K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
51+ 2.44% |
$29K - $31K
|
2.14K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
51+ 2.03% |
$29K - $31K
|
2.57K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
50+ 0.6% |
$28.4K - $30.4K
|
8.41K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 1.77% |
$28.4K - $30.4K
|
2.87K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
50+ 1.93% |
$28.4K - $30.4K
|
2.65K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50+ 40.32% |
$28.4K - $30.4K
|
174
$105K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.18% |
$27.8K - $29.8K
|
26.9K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 4.88% |
$27.3K - $29.2K
|
1.03K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
47+ 0.92% |
$26.7K - $28.6K
|
5.17K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$26.7K - $28.6K
|
917
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.64% |
$25.6K - $27.4K
|
7.13K
$4.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.3% |
$25.6K - $27.4K
|
14.9K
$9.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.47% |
$24.4K - $26.1K
|
9.19K
$5.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$6.82M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
43+ 1.71% |
$24.4K - $26.1K
|
2.56K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 6.91% |
$23.3K - $24.9K
|
634
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
41+ 1.52% |
$23.3K - $24.9K
|
2.75K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
41+ 8.3% |
$23.3K - $24.9K
|
535
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
41+ 372.73% |
$23.3K - $24.9K
|
52
$31.5K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 0.68% |
$22.7K - $24.3K
|
5.95K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.16% |
$22.7K - $24.3K
|
24.3K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
40+ 2.92% |
$22.7K - $24.3K
|
1.41K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.78% |
$22.1K - $23.7K
|
5.06K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.54% |
$22.1K - $23.7K
|
2.57K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 0.54% |
$22.1K - $23.7K
|
7.21K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
39+ 0.77% |
$22.1K - $23.7K
|
5.12K
$3.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38+ 1.84% |
$21.6K - $23.1K
|
2.11K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
38+ 1.41% |
$21.6K - $23.1K
|
2.73K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.54% |
$21K - $22.5K
|
1.49K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
37+ 1.41% |
$21K - $22.5K
|
2.67K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
36+ 3.81% |
$20.4K - $21.9K
|
981
$595K
|