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
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.81K+ 7.99% |
$2.73M - $2.92M
|
65K
$39.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.81KNew |
$2.73M - $2.92M
|
4.81K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.77K+ 54.91% |
$2.71M - $2.9M
|
13.4K
$8.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$2.67M - $2.86M
|
4.71K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.49K+ 4.26% |
$2.55M - $2.73M
|
110K
$66.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44KNew |
$2.52M - $2.7M
|
4.44K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.4K+ 3.94% |
$2.5M - $2.67M
|
116K
$70.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.37KNew |
$2.48M - $2.66M
|
4.37K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.33KNew |
$2.46M - $2.63M
|
4.33K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
4.33K+ 118.44% |
$2.46M - $2.63M
|
7.98K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.32KNew |
$2.45M - $2.62M
|
4.32K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 11.9% |
$2.43M - $2.6M
|
40.2K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
4.28KNew |
$2.43M - $2.6M
|
4.28K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.27K+ 9.53% |
$2.42M - $2.59M
|
49.1K
$29.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.23K+ 11.95% |
$2.4M - $2.57M
|
39.6K
$24M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$2.39M - $2.56M
|
4.21K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.19K+ 21.83% |
$2.38M - $2.55M
|
23.4K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
4.16K+ 13.25% |
$2.36M - $2.53M
|
35.6K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 12.37% |
$2.36M - $2.53M
|
37.8K
$22.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 97.57% |
$2.33M - $2.49M
|
8.3K
$5.03M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.97K+ 15.48% |
$2.25M - $2.41M
|
29.6K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.96K+ 15.0% |
$2.25M - $2.41M
|
30.4K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.95KNew |
$2.24M - $2.4M
|
3.95K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.92K+ 463.28% |
$2.23M - $2.39M
|
4.77K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.9KNew |
$2.21M - $2.37M
|
3.9K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.86K+ 10.9% |
$2.19M - $2.35M
|
39.3K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.82K+ 3.37% |
$2.17M - $2.32M
|
117K
$71.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$2.16M - $2.31M
|
3.8K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.79KNew |
$2.15M - $2.3M
|
3.79K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
3.78K+ 172.26% |
$2.15M - $2.3M
|
5.98K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.76K+ 362.43% |
$2.14M - $2.29M
|
4.8K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.7K+ 4.24% |
$2.1M - $2.25M
|
91.1K
$55.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.7K+ 3.94% |
$2.1M - $2.25M
|
97.5K
$59.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.65KNew |
$2.07M - $2.22M
|
3.65K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.65K+ 70.28% |
$2.07M - $2.22M
|
8.84K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.64K+ 330.55% |
$2.06M - $2.21M
|
4.74K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.61KNew |
$2.05M - $2.19M
|
3.61K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.6K+ 1.02% |
$2.04M - $2.19M
|
355K
$215M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.6K+ 18.79% |
$2.04M - $2.19M
|
22.7K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.53K+ 457.46% |
$2M - $2.14M
|
4.3K
$2.61M
|
|
|
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
$8.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.49KNew |
$1.98M - $2.12M
|
3.49K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 14.74% |
$1.97M - $2.11M
|
27.1K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.47KNew |
$1.97M - $2.11M
|
3.47K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.45KNew |
$1.96M - $2.1M
|
3.45K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 4.05% |
$1.95M - $2.09M
|
88.4K
$53.6M
|
|
|
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
|