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 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 1.98% |
$52.8K - $56.5K
|
4.79K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
92+ 3.51% |
$52.2K - $55.9K
|
2.71K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
91+ 0.69% |
$51.7K - $55.3K
|
13.4K
$8.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
90+ 6.82% |
$51.1K - $54.7K
|
1.41K
$886K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
90+ 11.44% |
$51.1K - $54.7K
|
877
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
89+ 1.63% |
$50.5K - $54.1K
|
5.54K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
88+ 1.41% |
$50K - $53.5K
|
6.31K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
88+ 2.0% |
$50K - $53.5K
|
4.49K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
88+ 3.22% |
$50K - $53.5K
|
2.82K
$1.77M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
88+ 146.67% |
$50K - $53.5K
|
148
$92.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
86+ 5.26% |
$48.8K - $52.3K
|
1.72K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
85+ 14.99% |
$48.3K - $51.7K
|
652
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
85+ 3.87% |
$48.3K - $51.7K
|
2.28K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
85+ 3.07% |
$48.3K - $51.7K
|
2.85K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
85+ 2.83% |
$48.3K - $51.7K
|
3.09K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
85+ 2.78% |
$48.3K - $51.7K
|
3.15K
$1.98M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85New |
$48.3K - $51.7K
|
85
$53.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.7% |
$47.7K - $51.1K
|
1.56K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
84+ 9.31% |
$47.7K - $51.1K
|
986
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
83+ 0.62% |
$47.1K - $50.4K
|
13.4K
$8.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 1.12% |
$47.1K - $50.4K
|
7.52K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
83+ 1.67% |
$47.1K - $50.4K
|
5.06K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
82+ 9.32% |
$46.6K - $49.8K
|
962
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 0.75% |
$46.6K - $49.8K
|
11K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
82+ 0.75% |
$46.6K - $49.8K
|
11.1K
$6.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
80+ 2.92% |
$45.4K - $48.6K
|
2.82K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
80+ 0.93% |
$45.4K - $48.6K
|
8.73K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
80+ 2.09% |
$45.4K - $48.6K
|
3.91K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
80+ 1.1% |
$45.4K - $48.6K
|
7.37K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
80+ 5.16% |
$45.4K - $48.6K
|
1.63K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78+ 2.63% |
$44.3K - $47.4K
|
3.04K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
78+ 0.71% |
$44.3K - $47.4K
|
11K
$6.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
78+ 2.83% |
$44.3K - $47.4K
|
2.84K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
78+ 11.1% |
$44.3K - $47.4K
|
781
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
78+ 0.5% |
$44.3K - $47.4K
|
15.8K
$9.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
78+ 17.22% |
$44.3K - $47.4K
|
531
$333K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
78+ 9.17% |
$44.3K - $47.4K
|
929
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
76+ 3.89% |
$43.2K - $46.2K
|
2.03K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76+ 1.56% |
$43.2K - $46.2K
|
4.96K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
76+ 2.64% |
$43.2K - $46.2K
|
2.96K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
76+ 17.43% |
$43.2K - $46.2K
|
512
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
76+ 0.16% |
$43.2K - $46.2K
|
47.6K
$29.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
75+ 12.25% |
$42.6K - $45.6K
|
687
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
75+ 3.78% |
$42.6K - $45.6K
|
2.06K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
75+ 1.06% |
$42.6K - $45.6K
|
7.16K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
74+ 0.23% |
$42K - $45K
|
31.9K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
74+ 10.04% |
$42K - $45K
|
811
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
73+ 6.04% |
$41.5K - $44.4K
|
1.28K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
72+ 1.27% |
$40.9K - $43.8K
|
5.75K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
72+ 0.73% |
$40.9K - $43.8K
|
9.94K
$6.24M
|