Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 03, 2025 Q4 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
197
+ 11.02%
$112K - $120K
1.99K $1.19M
Jan 17, 2025 Q4 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
196
+ 4.2%
$111K - $119K
4.87K $2.93M
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
195
New
$111K - $119K
195 $117K
Feb 04, 2025 Q4 2024
First Interstate Bank

Billings, MT
BUY
 -
193
+ 3.13%
$110K - $117K
6.36K $3.82M
Jan 08, 2025 Q4 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
192
+ 29.36%
$109K - $117K
846 $509K
Jan 24, 2025 Q4 2024
Nadler Financial Group, Inc.

BUY
 -
192
+ 0.8%
$109K - $117K
24.2K $14.6M
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
192
New
$109K - $117K
192 $116K
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
189
+ 23.86%
$107K - $115K
981 $590K
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
188
+ 3.25%
$107K - $114K
5.97K $3.59M
Jan 22, 2025 Q4 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
187
+ 2.24%
$106K - $114K
8.55K $5.14M
Jan 28, 2025 Q4 2024
Austin Asset Management CO Inc

BUY
 -
186
+ 2.77%
$106K - $113K
6.89K $4.15M
Jan 03, 2025 Q4 2024
Jvl Associates LLC

BUY
 -
183
+ 14.75%
$104K - $111K
1.42K $857K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
183
+ 8.85%
$104K - $111K
2.25K $1.35M
Jan 17, 2025 Q4 2024
Eagle Capital Management, LLC

BUY
 -
182
+ 0.4%
$103K - $111K
45.2K $27.2M
Jan 14, 2025 Q4 2024
Cox Capital Mgt LLC

BUY
 -
180
+ 33.52%
$102K - $109K
717 $431K
Feb 04, 2025 Q4 2024
Mainstay Capital Management LLC

BUY
 -
177
+ 19.22%
$101K - $108K
1.1K $661K
Jan 28, 2025 Q4 2024
Byrne Asset Management LLC

BUY
 -
176
New
$99.9K - $107K
176 $106K
Feb 03, 2025 Q4 2024
Arbor Investment Advisors, LLC

BUY
 -
175
+ 5.15%
$99.4K - $106K
3.57K $2.15M
Jan 17, 2025 Q4 2024
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
171
New
$97.1K - $104K
171 $103K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
171
+ 7.19%
$97.1K - $104K
2.55K $1.53M
Feb 04, 2025 Q4 2024
Vaughan David Investments LLC

Peoria, IL
BUY
 -
170
+ 6.44%
$96.5K - $103K
2.81K $1.69M
Jan 27, 2025 Q4 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
168
+ 3.51%
$95.4K - $102K
4.96K $2.98M
Feb 03, 2025 Q4 2024
Pacific Sun Financial Corp

BUY
 -
167
+ 23.29%
$94.8K - $102K
884 $532K
Jan 14, 2025 Q4 2024
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
166
+ 0.85%
$94.3K - $101K
19.6K $11.8M
Jan 14, 2025 Q4 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
165
+ 0.73%
$93.7K - $100K
22.8K $13.7M
Jan 14, 2025 Q4 2024
Edge Wealth Management LLC

BUY
 -
164
+ 2.48%
$93.1K - $99.7K
6.79K $4.08M
Jan 22, 2025 Q4 2024
Aurora Private Wealth, Inc.

BUY
 -
164
+ 1.57%
$93.1K - $99.7K
10.6K $6.39M
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
164
+ 60.74%
$93.1K - $99.7K
434 $261K
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
162
+ 2.19%
$92K - $98.5K
7.57K $4.55M
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
162
New
$92K - $98.5K
162 $97.5K
Jan 23, 2025 Q4 2024
Alta Wealth Advisors LLC

BUY
 -
162
+ 1.42%
$92K - $98.5K
11.6K $6.98M
Jan 27, 2025 Q4 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
162
+ 10.07%
$92K - $98.5K
1.77K $1.07M
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
157
+ 13.86%
$89.1K - $95.4K
1.29K $776K
Jan 14, 2025 Q4 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
157
+ 3.62%
$89.1K - $95.4K
4.49K $2.7M
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
155
+ 0.28%
$88K - $94.2K
56.3K $33.9M
Jan 27, 2025 Q4 2024
Telos Capital Management, Inc.

BUY
 -
155
+ 9.04%
$88K - $94.2K
1.87K $1.12M
Jan 31, 2025 Q4 2024
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
154
+ 3.7%
$87.4K - $93.6K
4.32K $2.6M
Jan 21, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
153
+ 1.23%
$86.9K - $93K
12.6K $7.57M
Jan 28, 2025 Q4 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
153
+ 1.37%
$86.9K - $93K
11.3K $6.83M
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
150
+ 18.92%
$85.2K - $91.2K
943 $567K
Jan 22, 2025 Q4 2024
Nvest Financial, LLC

BUY
 -
149
+ 1.08%
$84.6K - $90.6K
14K $8.42M
Jan 24, 2025 Q4 2024
Costello Asset Management, Inc

BUY
 -
149
+ 4.7%
$84.6K - $90.6K
3.32K $2M
Jan 10, 2025 Q4 2024
Ccm Investment Advisers LLC

BUY
 -
145
+ 22.87%
$82.3K - $88.1K
779 $469K
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
145
+ 1.9%
$82.3K - $88.1K
7.77K $4.68M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
144
+ 0.93%
$81.8K - $87.5K
15.7K $9.42M
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
142
+ 4.22%
$80.6K - $86.3K
3.51K $2.11M
Jan 31, 2025 Q4 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
141
+ 8.14%
$80.1K - $85.7K
1.87K $1.13M
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
141
+ 9.28%
$80.1K - $85.7K
1.66K $1M
Jan 14, 2025 Q4 2024
Ayalon Insurance Comp Ltd.

BUY
 -
140
+ 0.61%
$79.5K - $85.1K
23.1K $13.9M

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