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 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 1.98% |
$52.8K - $56.5K
|
4.79K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
91+ 0.69% |
$51.7K - $55.3K
|
13.4K
$8M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
85+ 14.99% |
$48.3K - $51.7K
|
652
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
85+ 3.87% |
$48.3K - $51.7K
|
2.28K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
85+ 3.07% |
$48.3K - $51.7K
|
2.85K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
83+ 0.62% |
$47.1K - $50.4K
|
13.4K
$8.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 1.12% |
$47.1K - $50.4K
|
7.52K
$4.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
82+ 9.32% |
$46.6K - $49.8K
|
962
$577K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
80+ 2.92% |
$45.4K - $48.6K
|
2.82K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
80+ 0.93% |
$45.4K - $48.6K
|
8.73K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
80+ 2.09% |
$45.4K - $48.6K
|
3.91K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
80+ 1.1% |
$45.4K - $48.6K
|
7.37K
$4.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78+ 2.63% |
$44.3K - $47.4K
|
3.04K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
76+ 3.89% |
$43.2K - $46.2K
|
2.03K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76+ 1.56% |
$43.2K - $46.2K
|
4.96K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
76+ 2.64% |
$43.2K - $46.2K
|
2.96K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
75+ 12.25% |
$42.6K - $45.6K
|
687
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
75+ 3.78% |
$42.6K - $45.6K
|
2.06K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
74+ 0.23% |
$42K - $45K
|
31.9K
$19.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
73+ 6.04% |
$41.5K - $44.4K
|
1.28K
$768K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
72+ 1.27% |
$40.9K - $43.8K
|
5.75K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
72+ 0.73% |
$40.9K - $43.8K
|
9.94K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.61% |
$40.9K - $43.8K
|
4.55K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
72+ 17.73% |
$40.9K - $43.8K
|
478
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
71+ 5.68% |
$40.3K - $43.2K
|
1.32K
$791K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
70+ 1.34% |
$39.7K - $42.5K
|
5.3K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 8.58% |
$39.7K - $42.5K
|
886
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70+ 0.25% |
$39.7K - $42.5K
|
28.5K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
67+ 9.74% |
$38K - $40.7K
|
755
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
67+ 5.99% |
$38K - $40.7K
|
1.19K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 2.3% |
$37.5K - $40.1K
|
2.94K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 6.08% |
$37.5K - $40.1K
|
1.15K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$36.3K - $38.9K
|
64
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
64+ 1.68% |
$36.3K - $38.9K
|
3.88K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
63+ 15.87% |
$35.8K - $38.3K
|
460
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
62+ 1.71% |
$35.2K - $37.7K
|
3.69K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
62+ 53.91% |
$35.2K - $37.7K
|
177
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
62+ 6.0% |
$35.2K - $37.7K
|
1.1K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
62+ 3.87% |
$35.2K - $37.7K
|
1.66K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
61+ 4.65% |
$34.6K - $37.1K
|
1.37K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
61+ 0.12% |
$34.6K - $37.1K
|
50.3K
$30.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 5.74% |
$34.1K - $36.5K
|
1.11K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
59+ 14.82% |
$33.5K - $35.9K
|
457
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
58+ 0.24% |
$32.9K - $35.3K
|
24.5K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
58+ 7.13% |
$32.9K - $35.3K
|
872
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
57+ 2.64% |
$32.4K - $34.6K
|
2.22K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
56+ 1.25% |
$31.8K - $34K
|
4.53K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
56+ 0.89% |
$31.8K - $34K
|
6.35K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 10.4% |
$31.2K - $33.4K
|
584
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.24% |
$30.7K - $32.8K
|
22.2K
$13.3M
|