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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2025
Q4 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
19.7K+ 9.17% |
$11.2M - $12M
|
234K
$139M
|
|
Feb 13, 2025
Q4 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
19.4KNew |
$11M - $11.8M
|
19.4K
$11.5M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
19.2KNew |
$10.9M - $11.7M
|
19.2K
$11.4M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19.2K+ 6.05% |
$10.9M - $11.6M
|
336K
$200M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
18KNew |
$10.2M - $11M
|
18K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
18KNew |
$10.2M - $10.9M
|
18K
$10.7M
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.7K+ 5.03% |
$10.1M - $10.8M
|
370K
$220M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6K+ 7.59% |
$10M - $10.7M
|
250K
$149M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
17.6K+ 2139.68% |
$10M - $10.7M
|
18.5K
$11M
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.5K+ 25.93% |
$9.96M - $10.7M
|
85.2K
$50.7M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 3.71% |
$9.92M - $10.6M
|
488K
$290M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
17.3K+ 0.74% |
$9.82M - $10.5M
|
2.35M
$1.4B
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
17.2K+ 40.24% |
$9.78M - $10.5M
|
60K
$35.7M
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
17.1K+ 77.62% |
$9.69M - $10.4M
|
39.1K
$23.2M
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
17KNew |
$9.67M - $10.4M
|
17K
$10.1M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.9K+ 12.13% |
$9.61M - $10.3M
|
156K
$93M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.8K+ 29.47% |
$9.54M - $10.2M
|
73.8K
$43.9M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16.7K+ 39.39% |
$9.49M - $10.2M
|
59.1K
$35.2M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16.6K+ 287.84% |
$9.43M - $10.1M
|
22.4K
$13.3M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
16.5KNew |
$9.38M - $10M
|
16.5K
$9.82M
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
16.5K+ 9.93% |
$9.36M - $10M
|
182K
$108M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16.1KNew |
$9.12M - $9.76M
|
16.1K
$9.55M
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
16KNew |
$9.07M - $9.71M
|
16K
$9.49M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
15.9K+ 419.72% |
$9.03M - $9.66M
|
19.7K
$11.7M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.8KNew |
$8.98M - $9.61M
|
15.8K
$9.4M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.6K+ 6.94% |
$8.87M - $9.49M
|
241K
$143M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 7.07% |
$8.83M - $9.45M
|
235K
$140M
|
|
Feb 07, 2025
Q4 2024
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
15.5K+ 1.99% |
$8.81M - $9.43M
|
794K
$472M
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
15.4K+ 2246.58% |
$8.76M - $9.38M
|
16.1K
$9.58M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.4K+ 300.94% |
$8.73M - $9.35M
|
20.5K
$12.2M
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
15.3K+ 3.99% |
$8.66M - $9.27M
|
398K
$236M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.1K+ 98.73% |
$8.58M - $9.18M
|
30.4K
$18.1M
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
15KNew |
$8.52M - $9.12M
|
15K
$8.92M
|
|
Feb 10, 2025
Q4 2024
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
15K+ 4.23% |
$8.52M - $9.12M
|
370K
$220M
|
|
Feb 14, 2025
Q4 2024
|
Visualize Group LP
New York, NY |
BUY
|
- |
15KNew |
$8.52M - $9.12M
|
15K
$8.92M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
14.9KNew |
$8.43M - $9.03M
|
14.9K
$8.83M
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
14.8K+ 53.06% |
$8.43M - $9.02M
|
42.8K
$25.5M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
14.8KNew |
$8.38M - $8.97M
|
14.8K
$8.77M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.8KNew |
$8.38M - $8.97M
|
14.8K
$8.77M
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
14.6K+ 3255.33% |
$8.32M - $8.9M
|
15.1K
$8.98M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
14.6K+ 1391.3% |
$8.26M - $8.85M
|
15.6K
$9.27M
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
14.5K+ 904.31% |
$8.22M - $8.8M
|
16.1K
$9.56M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.4K+ 434.39% |
$8.18M - $8.75M
|
17.7K
$10.5M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
14.4K+ 27.57% |
$8.17M - $8.75M
|
66.6K
$39.6M
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
14.4KNew |
$8.16M - $8.74M
|
14.4K
$8.55M
|
|
Feb 13, 2025
Q4 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
14.4K+ 511.83% |
$8.15M - $8.73M
|
17.2K
$10.2M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.3K+ 1.78% |
$8.14M - $8.71M
|
820K
$487M
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
14.3K+ 85.35% |
$8.12M - $8.69M
|
31K
$18.5M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.3KNew |
$8.12M - $8.69M
|
14.3K
$8.5M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.1K+ 5.39% |
$8.01M - $8.57M
|
276K
$164M
|