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 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 1.59% |
$31.8K - $34K
|
3.59K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
56+ 0.16% |
$31.8K - $34K
|
34.4K
$21.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
56+ 5.7% |
$31.8K - $34K
|
1.04K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.08% |
$31.8K - $34K
|
5.24K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
56+ 0.36% |
$31.8K - $34K
|
15.5K
$9.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
56New |
$31.8K - $34K
|
56
$35.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 10.4% |
$31.2K - $33.4K
|
584
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 9.87% |
$31.2K - $33.4K
|
612
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
55+ 3.31% |
$31.2K - $33.4K
|
1.72K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
55+ 0.41% |
$31.2K - $33.4K
|
13.5K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
55+ 0.31% |
$31.2K - $33.4K
|
18.1K
$11.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
55+ 4.61% |
$31.2K - $33.4K
|
1.25K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.24% |
$30.7K - $32.8K
|
22.2K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
53+ 0.37% |
$30.1K - $32.2K
|
14.3K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$30.1K - $32.2K
|
53
$33.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
52New |
$29.5K - $31.6K
|
52
$32.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
51+ 2.44% |
$29K - $31K
|
2.14K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
51+ 2.03% |
$29K - $31K
|
2.57K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
51+ 0.29% |
$29K - $31K
|
17.4K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
50+ 0.6% |
$28.4K - $30.4K
|
8.41K
$5.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 1.77% |
$28.4K - $30.4K
|
2.87K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
50+ 1.93% |
$28.4K - $30.4K
|
2.65K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50+ 40.32% |
$28.4K - $30.4K
|
174
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 1.63% |
$28.4K - $30.4K
|
3.12K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 1.82% |
$28.4K - $30.4K
|
2.8K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.18% |
$27.8K - $29.8K
|
26.9K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.67% |
$27.8K - $29.8K
|
2.98K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
49+ 2.45% |
$27.8K - $29.8K
|
2.05K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
49+ 9.46% |
$27.8K - $29.8K
|
567
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
49+ 1.29% |
$27.8K - $29.8K
|
3.86K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 4.88% |
$27.3K - $29.2K
|
1.03K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
47+ 0.92% |
$26.7K - $28.6K
|
5.17K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$26.7K - $28.6K
|
917
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
47+ 9.67% |
$26.7K - $28.6K
|
533
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
46+ 0.53% |
$26.1K - $28K
|
8.73K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.64% |
$25.6K - $27.4K
|
7.13K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.3% |
$25.6K - $27.4K
|
14.9K
$9.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
44+ 10.63% |
$25K - $26.7K
|
458
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
44+ 5.83% |
$25K - $26.7K
|
799
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.47% |
$24.4K - $26.1K
|
9.19K
$5.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$7.07M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
43+ 1.71% |
$24.4K - $26.1K
|
2.56K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43+ 5.04% |
$24.4K - $26.1K
|
897
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 123.53% |
$23.8K - $25.5K
|
76
$47.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
42+ 1.63% |
$23.8K - $25.5K
|
2.61K
$1.64M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 1.75% |
$23.8K - $25.5K
|
2.45K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 6.91% |
$23.3K - $24.9K
|
634
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
41+ 1.52% |
$23.3K - $24.9K
|
2.75K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
41+ 8.3% |
$23.3K - $24.9K
|
535
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
41+ 372.73% |
$23.3K - $24.9K
|
52
$32.7K
|