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 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
6.28KNew |
$3.57M - $3.82M
|
6.28K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.27K+ 0.63% |
$3.56M - $3.81M
|
998K
$558M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.21KNew |
$3.53M - $3.78M
|
6.21K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.21KNew |
$3.53M - $3.77M
|
6.21K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.17KNew |
$3.5M - $3.75M
|
6.17K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.17K+ 804.04% |
$3.5M - $3.75M
|
6.93K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.09KNew |
$3.46M - $3.7M
|
6.09K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.06K+ 253.18% |
$3.44M - $3.68M
|
8.45K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.05KNew |
$3.43M - $3.68M
|
6.05K
$3.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.04K+ 27.11% |
$3.43M - $3.67M
|
28.3K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.99K+ 1.92% |
$3.4M - $3.64M
|
318K
$178M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.97K+ 3.91% |
$3.39M - $3.63M
|
158K
$88.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.93K+ 11.84% |
$3.36M - $3.6M
|
56K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
5.92K+ 66.44% |
$3.36M - $3.6M
|
14.8K
$8.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.92K+ 23.29% |
$3.36M - $3.6M
|
31.3K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.91K+ 611.07% |
$3.36M - $3.59M
|
6.88K
$3.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5.86KNew |
$3.33M - $3.56M
|
5.86K
$3.28M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.84KNew |
$3.32M - $3.55M
|
5.84K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.84K+ 185.37% |
$3.32M - $3.55M
|
8.99K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.82K+ 43.54% |
$3.3M - $3.54M
|
19.2K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.78K+ 1.75% |
$3.28M - $3.51M
|
337K
$188M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.77KNew |
$3.27M - $3.5M
|
5.77K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.76K+ 7.42% |
$3.27M - $3.5M
|
83.4K
$46.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.73K+ 292.8% |
$3.26M - $3.48M
|
7.69K
$4.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.73K+ 0.88% |
$3.25M - $3.48M
|
656K
$367M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.7K+ 1139.8% |
$3.24M - $3.46M
|
6.2K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.67KNew |
$3.22M - $3.45M
|
5.67K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
5.66KNew |
$3.21M - $3.44M
|
5.66K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5.65K+ 4.89% |
$3.21M - $3.43M
|
121K
$67.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.64K+ 98.04% |
$3.2M - $3.43M
|
11.4K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
5.6K+ 15.2% |
$3.18M - $3.4M
|
42.4K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.58K+ 31.06% |
$3.17M - $3.39M
|
23.5K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.57K+ 494.85% |
$3.16M - $3.39M
|
6.7K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
5.56K+ 3.15% |
$3.16M - $3.38M
|
182K
$102M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.54K+ 24.54% |
$3.15M - $3.37M
|
28.1K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
5.53KNew |
$3.14M - $3.36M
|
5.53K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
5.53KNew |
$3.14M - $3.36M
|
5.53K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Albar Capital Partners LLP
London, X0 |
BUY
|
- |
5.51KNew |
$3.13M - $3.35M
|
5.51K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 23.08% |
$3.13M - $3.35M
|
29.3K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.5K+ 21.66% |
$3.12M - $3.34M
|
30.9K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.5K+ 4.78% |
$3.12M - $3.34M
|
121K
$67.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.45K+ 10.97% |
$3.09M - $3.31M
|
55.1K
$30.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.44K+ 11.66% |
$3.09M - $3.3M
|
52K
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.42KNew |
$3.07M - $3.29M
|
5.42K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.38K+ 6.53% |
$3.05M - $3.27M
|
87.7K
$49.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
5.33K+ 12.97% |
$3.03M - $3.24M
|
46.5K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.32K+ 6.12% |
$3.02M - $3.23M
|
92.2K
$51.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.27K+ 9.33% |
$2.99M - $3.2M
|
61.7K
$34.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.26K+ 5.0% |
$2.98M - $3.19M
|
110K
$61.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.17K+ 7.59% |
$2.93M - $3.14M
|
73.2K
$41M
|