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 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 97.57% |
$2.33M - $2.49M
|
8.3K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.09KNew |
$2.32M - $2.49M
|
4.09K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
4.01K+ 179.89% |
$2.28M - $2.44M
|
6.24K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4K+ 5.64% |
$2.27M - $2.43M
|
74.9K
$41.9M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.97K+ 15.48% |
$2.25M - $2.41M
|
29.6K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.96K+ 15.0% |
$2.25M - $2.41M
|
30.4K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
3.96K+ 87.21% |
$2.25M - $2.41M
|
8.5K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.95K+ 251.02% |
$2.24M - $2.4M
|
5.53K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.95KNew |
$2.24M - $2.4M
|
3.95K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.93K+ 35.88% |
$2.23M - $2.39M
|
14.9K
$8.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.92K+ 463.28% |
$2.23M - $2.39M
|
4.77K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.9KNew |
$2.21M - $2.37M
|
3.9K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.86K+ 10.9% |
$2.19M - $2.35M
|
39.3K
$22M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.84KNew |
$2.18M - $2.33M
|
3.84K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.84K+ 26.79% |
$2.18M - $2.33M
|
18.2K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.82K+ 3.37% |
$2.17M - $2.32M
|
117K
$65.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.81KNew |
$2.16M - $2.31M
|
3.81K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$2.16M - $2.31M
|
3.8K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.79KNew |
$2.15M - $2.3M
|
3.79K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
3.78K+ 172.26% |
$2.15M - $2.3M
|
5.98K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.76K+ 362.43% |
$2.14M - $2.29M
|
4.8K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 23.95% |
$2.13M - $2.28M
|
19.4K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.7K+ 4.24% |
$2.1M - $2.25M
|
91.1K
$50.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.7K+ 3.94% |
$2.1M - $2.25M
|
97.5K
$54.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.66KNew |
$2.08M - $2.22M
|
3.66K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.65K+ 126.88% |
$2.07M - $2.22M
|
6.53K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.65KNew |
$2.07M - $2.22M
|
3.65K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 7.12% |
$2.07M - $2.22M
|
54.9K
$30.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.65K+ 70.28% |
$2.07M - $2.22M
|
8.84K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.64K+ 330.55% |
$2.06M - $2.21M
|
4.74K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.62KNew |
$2.06M - $2.2M
|
3.62K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.61KNew |
$2.05M - $2.19M
|
3.61K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.6K+ 1.02% |
$2.04M - $2.19M
|
355K
$199M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.6K+ 18.79% |
$2.04M - $2.19M
|
22.7K
$12.7M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.59KNew |
$2.04M - $2.18M
|
3.59K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.57K+ 280.44% |
$2.03M - $2.17M
|
4.84K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.53K+ 457.46% |
$2M - $2.14M
|
4.3K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.52KNew |
$2M - $2.14M
|
3.52K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.52K+ 17.23% |
$2M - $2.14M
|
23.9K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.52K+ 118.54% |
$2M - $2.14M
|
6.48K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.51KNew |
$1.99M - $2.13M
|
3.51K
$1.96M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.5KNew |
$1.99M - $2.13M
|
3.5K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.49K+ 32.96% |
$1.98M - $2.12M
|
14.1K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.49KNew |
$1.98M - $2.12M
|
3.49K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 14.74% |
$1.97M - $2.11M
|
27.1K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.48K+ 19.16% |
$1.97M - $2.11M
|
21.6K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.47KNew |
$1.97M - $2.11M
|
3.47K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.46K+ 2.81% |
$1.96M - $2.1M
|
127K
$70.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.46K+ 3.49% |
$1.96M - $2.1M
|
102K
$57.3M
|