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
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.8KNew |
$8.38M - $8.97M
|
14.8K
$8.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
14.4KNew |
$8.16M - $8.74M
|
14.4K
$8.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.1K+ 5.39% |
$8.01M - $8.57M
|
276K
$167M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
14.1KNew |
$8.01M - $8.57M
|
14.1K
$8.55M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 107.91% |
$7.69M - $8.23M
|
26.1K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.5KNew |
$7.64M - $8.18M
|
13.5K
$8.16M
|
|
|
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
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.9K+ 622.22% |
$7.31M - $7.83M
|
15K
$9.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 45.42% |
$7.04M - $7.53M
|
39.7K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12.3K+ 35.36% |
$6.99M - $7.48M
|
47.1K
$28.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 1948.34% |
$6.98M - $7.47M
|
12.9K
$7.84M
|
|
|
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
$80.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 2.25% |
$6.86M - $7.34M
|
549K
$333M
|
|
|
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
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.3K+ 28.33% |
$6.44M - $6.9M
|
51.4K
$31.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
11.3KNew |
$6.42M - $6.87M
|
11.3K
$6.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.2K+ 177.1% |
$6.33M - $6.78M
|
17.4K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 90.38% |
$6.14M - $6.58M
|
22.8K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
10.8K+ 27.37% |
$6.11M - $6.54M
|
50.1K
$30.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
10.6K+ 14.41% |
$6.02M - $6.45M
|
84.2K
$51.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.6K+ 79.36% |
$6.01M - $6.43M
|
23.9K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10.5K+ 8.73% |
$5.98M - $6.4M
|
131K
$79.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 35.88% |
$5.97M - $6.39M
|
39.8K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.5K+ 12.6% |
$5.94M - $6.36M
|
93.5K
$56.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
10.5KNew |
$5.94M - $6.35M
|
10.5K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2K+ 18.07% |
$5.78M - $6.19M
|
66.5K
$40.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$5.77M - $6.17M
|
10.2K
$6.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.1KNew |
$5.71M - $6.11M
|
10.1K
$6.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.87K+ 46.76% |
$5.61M - $6M
|
31K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.79K+ 1168.14% |
$5.56M - $5.95M
|
10.6K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.56K+ 70.07% |
$5.43M - $5.81M
|
23.2K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.48K+ 31.36% |
$5.38M - $5.76M
|
39.7K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.16K+ 34.66% |
$5.2M - $5.57M
|
35.6K
$21.6M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
8.71KNew |
$4.95M - $5.29M
|
8.71K
$5.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.69K+ 28.56% |
$4.94M - $5.28M
|
39.1K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.68K+ 443.21% |
$4.93M - $5.27M
|
10.6K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.6K+ 40.28% |
$4.88M - $5.22M
|
29.9K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.13K+ 40.94% |
$4.62M - $4.94M
|
28K
$17M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.09KNew |
$4.59M - $4.92M
|
8.09K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.99K+ 8.52% |
$4.54M - $4.86M
|
102K
$61.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
7.95KNew |
$4.51M - $4.83M
|
7.95K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.85K+ 11.93% |
$4.46M - $4.77M
|
73.7K
$44.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.73K+ 24.56% |
$4.39M - $4.7M
|
39.2K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7K+ 4.84% |
$4.37M - $4.68M
|
167K
$101M
|