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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.61K+ 144.99% |
$3.75M - $4.02M
|
11.2K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.57K+ 5.21% |
$3.73M - $3.99M
|
133K
$78.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
6.54K+ 314.12% |
$3.71M - $3.98M
|
8.62K
$5.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.54K+ 13.09% |
$3.71M - $3.97M
|
56.5K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.33K+ 802.66% |
$3.59M - $3.84M
|
7.11K
$4.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.32K+ 53.49% |
$3.59M - $3.84M
|
18.1K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32K+ 17.57% |
$3.59M - $3.84M
|
42.3K
$25M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.3K+ 7.11% |
$3.58M - $3.83M
|
94.9K
$56.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.3KNew |
$3.58M - $3.83M
|
6.3K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
6.28KNew |
$3.57M - $3.82M
|
6.28K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.27K+ 0.63% |
$3.56M - $3.81M
|
998K
$591M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.21KNew |
$3.53M - $3.78M
|
6.21K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.21KNew |
$3.53M - $3.77M
|
6.21K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.17KNew |
$3.5M - $3.75M
|
6.17K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.17K+ 804.04% |
$3.5M - $3.75M
|
6.93K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.09KNew |
$3.46M - $3.7M
|
6.09K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.06K+ 253.18% |
$3.44M - $3.68M
|
8.45K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.05KNew |
$3.43M - $3.68M
|
6.05K
$3.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.04K+ 27.11% |
$3.43M - $3.67M
|
28.3K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.99K+ 1.92% |
$3.4M - $3.64M
|
318K
$188M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.97K+ 3.91% |
$3.39M - $3.63M
|
158K
$93.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.93K+ 11.84% |
$3.36M - $3.6M
|
56K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
5.92K+ 66.44% |
$3.36M - $3.6M
|
14.8K
$8.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.92K+ 23.29% |
$3.36M - $3.6M
|
31.3K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.91K+ 611.07% |
$3.36M - $3.59M
|
6.88K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5.86KNew |
$3.33M - $3.56M
|
5.86K
$3.47M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.84KNew |
$3.32M - $3.55M
|
5.84K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.84K+ 185.37% |
$3.32M - $3.55M
|
8.99K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.82K+ 43.54% |
$3.3M - $3.54M
|
19.2K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.78K+ 1.75% |
$3.28M - $3.51M
|
337K
$199M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.77KNew |
$3.27M - $3.5M
|
5.77K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.76K+ 7.42% |
$3.27M - $3.5M
|
83.4K
$49.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.73K+ 292.8% |
$3.26M - $3.48M
|
7.69K
$4.56M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.73K+ 0.88% |
$3.25M - $3.48M
|
656K
$389M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.7K+ 1139.8% |
$3.24M - $3.46M
|
6.2K
$3.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.67KNew |
$3.22M - $3.45M
|
5.67K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
5.66KNew |
$3.21M - $3.44M
|
5.66K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5.65K+ 4.89% |
$3.21M - $3.43M
|
121K
$71.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.64K+ 98.04% |
$3.2M - $3.43M
|
11.4K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
5.6K+ 15.2% |
$3.18M - $3.4M
|
42.4K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.58K+ 31.06% |
$3.17M - $3.39M
|
23.5K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.57K+ 494.85% |
$3.16M - $3.39M
|
6.7K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
5.56K+ 3.15% |
$3.16M - $3.38M
|
182K
$108M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.54K+ 24.54% |
$3.15M - $3.37M
|
28.1K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
5.53KNew |
$3.14M - $3.36M
|
5.53K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
5.53KNew |
$3.14M - $3.36M
|
5.53K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Albar Capital Partners LLP
London, X0 |
BUY
|
- |
5.51KNew |
$3.13M - $3.35M
|
5.51K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 23.08% |
$3.13M - $3.35M
|
29.3K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.5K+ 21.66% |
$3.12M - $3.34M
|
30.9K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.5K+ 4.78% |
$3.12M - $3.34M
|
121K
$71.5M
|