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
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.08K+ 32.55% |
$1.18M - $1.26M
|
8.47K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.08K+ 5.94% |
$1.18M - $1.26M
|
37.1K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.08K+ 21.4% |
$1.18M - $1.26M
|
11.8K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 4.08% |
$1.18M - $1.26M
|
52.9K
$31.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 10.52% |
$1.17M - $1.26M
|
21.7K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.05K+ 6.01% |
$1.16M - $1.25M
|
36.2K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.05K+ 1.92% |
$1.16M - $1.25M
|
109K
$64.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.04K+ 21.86% |
$1.16M - $1.24M
|
11.4K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.04K+ 3.86% |
$1.16M - $1.24M
|
55K
$32.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.04K+ 22.44% |
$1.16M - $1.24M
|
11.1K
$6.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.04K+ 45.11% |
$1.16M - $1.24M
|
6.56K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.04K+ 355.23% |
$1.16M - $1.24M
|
2.61K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.04K+ 56.41% |
$1.16M - $1.24M
|
5.65K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 0.16% |
$1.16M - $1.24M
|
1.3M
$778M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 33.34% |
$1.16M - $1.24M
|
8.14K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$1.16M - $1.24M
|
2.04K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.03KNew |
$1.15M - $1.24M
|
2.03K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.03K+ 3.68% |
$1.15M - $1.23M
|
57.1K
$34M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.02K+ 3.68% |
$1.15M - $1.23M
|
56.9K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.02K+ 2.06% |
$1.15M - $1.23M
|
99.9K
$59.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.02KNew |
$1.14M - $1.23M
|
2.02K
$1.2M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
2.01K+ 1.88% |
$1.14M - $1.22M
|
109K
$64.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2K+ 42.96% |
$1.14M - $1.22M
|
6.66K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
2K+ 4.31% |
$1.14M - $1.22M
|
48.4K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$1.14M - $1.22M
|
2K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2K+ 84.65% |
$1.13M - $1.21M
|
4.36K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.99K+ 97.21% |
$1.13M - $1.21M
|
4.03K
$2.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
1.98K+ 133.04% |
$1.12M - $1.2M
|
3.46K
$2.06M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.98K+ 30.53% |
$1.12M - $1.2M
|
8.45K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.97K+ 6.51% |
$1.12M - $1.2M
|
32.3K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Crescent Park Management, L.P.
East Palo Alto, CA |
BUY
|
- |
1.97KNew |
$1.12M - $1.19M
|
1.97K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.96K+ 5.14% |
$1.11M - $1.19M
|
40K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.94KNew |
$1.1M - $1.18M
|
1.94K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.94K+ 12.63% |
$1.1M - $1.18M
|
17.3K
$10.3M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.92KNew |
$1.09M - $1.17M
|
1.92K
$1.15M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.91KNew |
$1.08M - $1.16M
|
1.91K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.9K+ 4.38% |
$1.08M - $1.16M
|
45.3K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.9K+ 7.33% |
$1.08M - $1.15M
|
27.8K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 8.17% |
$1.08M - $1.15M
|
25.1K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.88KNew |
$1.07M - $1.14M
|
1.88K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.88K+ 52.87% |
$1.07M - $1.14M
|
5.43K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 14.44% |
$1.05M - $1.13M
|
14.7K
$8.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.84K+ 3.15% |
$1.04M - $1.12M
|
60.3K
$36M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.83K+ 43.59% |
$1.04M - $1.11M
|
6.02K
$3.59M
|