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 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.61% |
$40.9K - $43.8K
|
4.55K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
72+ 17.73% |
$40.9K - $43.8K
|
478
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
71+ 5.68% |
$40.3K - $43.2K
|
1.32K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
71+ 4.81% |
$40.3K - $43.2K
|
1.55K
$971K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
70+ 1.34% |
$39.7K - $42.5K
|
5.3K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 8.58% |
$39.7K - $42.5K
|
886
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70+ 0.25% |
$39.7K - $42.5K
|
28.5K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
70+ 1.74% |
$39.7K - $42.5K
|
4.1K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
70+ 0.17% |
$39.7K - $42.5K
|
40.2K
$25.3M
|
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
68+ 1.64% |
$38.6K - $41.3K
|
4.21K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
67+ 9.74% |
$38K - $40.7K
|
755
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
67+ 5.99% |
$38K - $40.7K
|
1.19K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
67+ 2.12% |
$38K - $40.7K
|
3.22K
$2.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
67+ 1.65% |
$38K - $40.7K
|
4.14K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 2.3% |
$37.5K - $40.1K
|
2.94K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 6.08% |
$37.5K - $40.1K
|
1.15K
$723K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 4.2% |
$37.5K - $40.1K
|
1.64K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
66+ 39.29% |
$37.5K - $40.1K
|
234
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
65+ 7.66% |
$36.9K - $39.5K
|
914
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
65+ 4.19% |
$36.9K - $39.5K
|
1.62K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
65+ 3.39% |
$36.9K - $39.5K
|
1.98K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
65+ 0.66% |
$36.9K - $39.5K
|
9.9K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$36.3K - $38.9K
|
64
$40.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
64+ 1.68% |
$36.3K - $38.9K
|
3.88K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
64+ 4.7% |
$36.3K - $38.9K
|
1.43K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
63+ 15.87% |
$35.8K - $38.3K
|
460
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
62+ 1.71% |
$35.2K - $37.7K
|
3.69K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
62+ 53.91% |
$35.2K - $37.7K
|
177
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
62+ 6.0% |
$35.2K - $37.7K
|
1.1K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
62+ 3.87% |
$35.2K - $37.7K
|
1.66K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
62+ 9.9% |
$35.2K - $37.7K
|
688
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
61+ 4.65% |
$34.6K - $37.1K
|
1.37K
$862K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
61+ 0.12% |
$34.6K - $37.1K
|
50.3K
$31.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 5.74% |
$34.1K - $36.5K
|
1.11K
$695K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.22% |
$34.1K - $36.5K
|
27.3K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
60+ 7.5% |
$34.1K - $36.5K
|
860
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
59+ 14.82% |
$33.5K - $35.9K
|
457
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
59+ 3.62% |
$33.5K - $35.9K
|
1.69K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
59+ 10.1% |
$33.5K - $35.9K
|
643
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
58+ 0.24% |
$32.9K - $35.3K
|
24.5K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
58+ 7.13% |
$32.9K - $35.3K
|
872
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
58+ 0.48% |
$32.9K - $35.3K
|
12K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
58+ 0.37% |
$32.9K - $35.3K
|
15.8K
$9.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
58New |
$32.9K - $35.3K
|
58
$36.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
57+ 2.64% |
$32.4K - $34.6K
|
2.22K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$32.4K - $34.6K
|
57
$35.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
57+ 0.18% |
$32.4K - $34.6K
|
32.5K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
57+ 2.46% |
$32.4K - $34.6K
|
2.37K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
56+ 1.25% |
$31.8K - $34K
|
4.53K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
56+ 0.89% |
$31.8K - $34K
|
6.35K
$3.99M
|