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 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.55KNew |
$1.45M - $1.55M
|
2.55K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.53KNew |
$1.44M - $1.54M
|
2.53K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.52KNew |
$1.43M - $1.53M
|
2.52K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.51KNew |
$1.42M - $1.52M
|
2.51K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.47K+ 186.83% |
$1.4M - $1.5M
|
3.79K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 4.01% |
$1.4M - $1.5M
|
63.8K
$38M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.46KNew |
$1.4M - $1.5M
|
2.46K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.44K+ 11.3% |
$1.39M - $1.49M
|
24.1K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.44KNew |
$1.38M - $1.48M
|
2.44K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.41KNew |
$1.37M - $1.46M
|
2.41K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$1.36M - $1.46M
|
2.4K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.4K+ 0.56% |
$1.36M - $1.46M
|
434K
$259M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.4K+ 9.48% |
$1.36M - $1.46M
|
27.7K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
2.39KNew |
$1.36M - $1.45M
|
2.39K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.39KNew |
$1.35M - $1.45M
|
2.39K
$1.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.38K+ 24.18% |
$1.35M - $1.45M
|
12.2K
$7.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.38K+ 7.17% |
$1.35M - $1.45M
|
35.6K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.38KNew |
$1.35M - $1.44M
|
2.38K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.36K+ 1.18% |
$1.34M - $1.44M
|
203K
$121M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.35K+ 6.6% |
$1.33M - $1.43M
|
37.9K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2.33KNew |
$1.33M - $1.42M
|
2.33K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.32K+ 646.24% |
$1.32M - $1.41M
|
2.68K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.31K+ 3.18% |
$1.31M - $1.4M
|
74.8K
$44.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 3.37% |
$1.3M - $1.4M
|
70.6K
$42.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 23.09% |
$1.3M - $1.39M
|
12.2K
$7.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.28KNew |
$1.29M - $1.39M
|
2.28K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.28KNew |
$1.29M - $1.38M
|
2.28K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.28K+ 12.69% |
$1.29M - $1.38M
|
20.2K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.25KNew |
$1.28M - $1.37M
|
2.25K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.25K+ 76.31% |
$1.28M - $1.37M
|
5.2K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25K+ 29.86% |
$1.28M - $1.37M
|
9.79K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.25K+ 27.18% |
$1.28M - $1.37M
|
10.5K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.24K+ 9.49% |
$1.27M - $1.36M
|
25.9K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.24KNew |
$1.27M - $1.36M
|
2.24K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.24K+ 5.87% |
$1.27M - $1.36M
|
40.3K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.2K+ 0.92% |
$1.25M - $1.33M
|
240K
$143M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.16K+ 18.61% |
$1.23M - $1.32M
|
13.8K
$8.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.15K+ 15.73% |
$1.22M - $1.31M
|
15.8K
$9.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.15KNew |
$1.22M - $1.31M
|
2.15K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.15K+ 0.75% |
$1.22M - $1.31M
|
288K
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.14K+ 0.51% |
$1.22M - $1.3M
|
420K
$250M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$1.21M - $1.3M
|
2.13K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.12KNew |
$1.2M - $1.29M
|
2.12K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.11KNew |
$1.2M - $1.28M
|
2.11K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 6.76% |
$1.2M - $1.28M
|
33.3K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08K+ 8.31% |
$1.18M - $1.27M
|
27.1K
$16.2M
|