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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
119+ 0.55% |
$67.6K - $72.3K
|
21.9K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
119+ 19.57% |
$67.6K - $72.3K
|
727
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
118+ 0.33% |
$67K - $71.7K
|
36K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
118+ 4.75% |
$67K - $71.7K
|
2.6K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
118+ 7.29% |
$67K - $71.7K
|
1.74K
$1.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
117New |
$66.4K - $71.1K
|
117
$73.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
116+ 12.61% |
$65.9K - $70.5K
|
1.04K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
116New |
$65.9K - $70.5K
|
116
$72.9K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
116+ 16.71% |
$65.9K - $70.5K
|
810
$509K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
114+ 7.41% |
$64.7K - $69.3K
|
1.65K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
114+ 2.22% |
$64.7K - $69.3K
|
5.25K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
114+ 1.03% |
$64.7K - $69.3K
|
11.2K
$7.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
113+ 12.15% |
$64.2K - $68.7K
|
1.04K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
112+ 0.28% |
$63.6K - $68.1K
|
39.6K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
112+ 1.18% |
$63.6K - $68.1K
|
9.61K
$6.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110+ 18.03% |
$62.5K - $66.9K
|
720
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
110+ 6.77% |
$62.5K - $66.9K
|
1.74K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
109+ 1.63% |
$61.9K - $66.3K
|
6.81K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
108+ 21.05% |
$61.3K - $65.6K
|
621
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 0.64% |
$60.8K - $65K
|
16.9K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
107+ 2.74% |
$60.8K - $65K
|
4.01K
$2.52M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
107+ 1.86% |
$60.8K - $65K
|
5.86K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 1.47% |
$60.2K - $64.4K
|
7.33K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 2.01% |
$60.2K - $64.4K
|
5.39K
$3.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
105+ 5.51% |
$59.6K - $63.8K
|
2.01K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
103+ 9.29% |
$58.5K - $62.6K
|
1.21K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 0.44% |
$58.5K - $62.6K
|
23.3K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
103+ 0.48% |
$58.5K - $62.6K
|
21.7K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
102New |
$57.9K - $62K
|
102
$64.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
101+ 1.26% |
$57.3K - $61.4K
|
8.1K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
100+ 0.91% |
$56.8K - $60.8K
|
11K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 4.88% |
$56.8K - $60.8K
|
2.15K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
100+ 22.37% |
$56.8K - $60.8K
|
547
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
99+ 14.02% |
$56.2K - $60.2K
|
805
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
99+ 10.66% |
$56.2K - $60.2K
|
1.03K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
99+ 6.72% |
$56.2K - $60.2K
|
1.57K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
99+ 8.62% |
$56.2K - $60.2K
|
1.25K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
98+ 12.01% |
$55.6K - $59.6K
|
914
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
98+ 7.64% |
$55.6K - $59.6K
|
1.38K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
98+ 3.63% |
$55.6K - $59.6K
|
2.8K
$1.76M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
98+ 23.28% |
$55.6K - $59.6K
|
519
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
97+ 4.71% |
$55.1K - $59K
|
2.16K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
97+ 13.13% |
$55.1K - $59K
|
836
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
97+ 7.46% |
$55.1K - $59K
|
1.4K
$878K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
96+ 3.95% |
$54.5K - $58.3K
|
2.53K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
96+ 1.52% |
$54.5K - $58.3K
|
6.42K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
94+ 12.19% |
$53.4K - $57.1K
|
865
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
94+ 11.91% |
$53.4K - $57.1K
|
883
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
94+ 0.49% |
$53.4K - $57.1K
|
19.2K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
94+ 2.21% |
$53.4K - $57.1K
|
4.35K
$2.73M
|