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 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.53K+ 457.46% |
$2M - $2.14M
|
4.3K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.52K+ 17.23% |
$2M - $2.14M
|
23.9K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.49K+ 32.96% |
$1.98M - $2.12M
|
14.1K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 14.74% |
$1.97M - $2.11M
|
27.1K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 4.05% |
$1.95M - $2.09M
|
88.4K
$53.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.43KNew |
$1.95M - $2.09M
|
3.43K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.31K+ 9.11% |
$1.88M - $2.01M
|
39.7K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 17.24% |
$1.87M - $2M
|
22.4K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.23KNew |
$1.83M - $1.96M
|
3.23K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.21K+ 41.31% |
$1.82M - $1.95M
|
11K
$6.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.2K+ 9.27% |
$1.82M - $1.94M
|
37.7K
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
3.2K+ 701.32% |
$1.82M - $1.94M
|
3.65K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.15K+ 449.43% |
$1.79M - $1.91M
|
3.85K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.1K+ 27.39% |
$1.76M - $1.88M
|
14.4K
$8.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.1K+ 1453.05% |
$1.76M - $1.88M
|
3.31K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.08KNew |
$1.75M - $1.87M
|
3.08K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 21.97% |
$1.71M - $1.83M
|
16.7K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01K+ 4.01% |
$1.71M - $1.83M
|
78K
$47.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94K+ 5.35% |
$1.67M - $1.79M
|
57.9K
$35.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.94K+ 3.22% |
$1.67M - $1.79M
|
94.3K
$57.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.9K+ 8.61% |
$1.65M - $1.76M
|
36.6K
$22.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.89K+ 5.68% |
$1.64M - $1.76M
|
53.9K
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.89K+ 25.53% |
$1.64M - $1.76M
|
14.2K
$8.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.88K+ 2.52% |
$1.64M - $1.75M
|
117K
$71M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.85KNew |
$1.62M - $1.73M
|
2.85K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
2.78KNew |
$1.58M - $1.69M
|
2.78K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.73K+ 15.0% |
$1.55M - $1.66M
|
21K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 3.13% |
$1.54M - $1.65M
|
89.3K
$54.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 45.28% |
$1.53M - $1.64M
|
8.66K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$35.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.57K+ 42.5% |
$1.46M - $1.56M
|
8.6K
$5.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.55KNew |
$1.45M - $1.55M
|
2.55K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 4.01% |
$1.4M - $1.5M
|
63.8K
$38.6M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.46KNew |
$1.4M - $1.5M
|
2.46K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.44KNew |
$1.38M - $1.48M
|
2.44K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$1.36M - $1.46M
|
2.4K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.4K+ 9.48% |
$1.36M - $1.46M
|
27.7K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
2.39KNew |
$1.36M - $1.45M
|
2.39K
$1.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.38K+ 24.18% |
$1.35M - $1.45M
|
12.2K
$7.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.38KNew |
$1.35M - $1.44M
|
2.38K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.35K+ 6.6% |
$1.33M - $1.43M
|
37.9K
$22.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 23.09% |
$1.3M - $1.39M
|
12.2K
$7.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.28K+ 12.69% |
$1.29M - $1.38M
|
20.2K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.25KNew |
$1.28M - $1.37M
|
2.25K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.25K+ 27.18% |
$1.28M - $1.37M
|
10.5K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.16K+ 18.61% |
$1.23M - $1.32M
|
13.8K
$8.34M
|