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 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.31K+ 9.11% |
$1.88M - $2.01M
|
39.7K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.23KNew |
$1.83M - $1.96M
|
3.23K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.15K+ 449.43% |
$1.79M - $1.91M
|
3.85K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.1K+ 27.39% |
$1.76M - $1.88M
|
14.4K
$8.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.1K+ 1453.05% |
$1.76M - $1.88M
|
3.31K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 21.97% |
$1.71M - $1.83M
|
16.7K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94K+ 5.35% |
$1.67M - $1.79M
|
57.9K
$35.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.9K+ 8.61% |
$1.65M - $1.76M
|
36.6K
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.89K+ 5.68% |
$1.64M - $1.76M
|
53.9K
$32.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.89K+ 25.53% |
$1.64M - $1.76M
|
14.2K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.88K+ 2.52% |
$1.64M - $1.75M
|
117K
$71.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
2.78KNew |
$1.58M - $1.69M
|
2.78K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.73K+ 15.0% |
$1.55M - $1.66M
|
21K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 45.28% |
$1.53M - $1.64M
|
8.66K
$5.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$35.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.57K+ 42.5% |
$1.46M - $1.56M
|
8.6K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 4.01% |
$1.4M - $1.5M
|
63.8K
$38.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.46KNew |
$1.4M - $1.5M
|
2.46K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.44KNew |
$1.38M - $1.48M
|
2.44K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.4K+ 9.48% |
$1.36M - $1.46M
|
27.7K
$16.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.38K+ 24.18% |
$1.35M - $1.45M
|
12.2K
$7.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.35K+ 6.6% |
$1.33M - $1.43M
|
37.9K
$23.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.35KNew |
$1.33M - $1.43M
|
2.35K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 23.09% |
$1.3M - $1.39M
|
12.2K
$7.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.28K+ 12.69% |
$1.29M - $1.38M
|
20.2K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.25KNew |
$1.28M - $1.37M
|
2.25K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.25K+ 27.18% |
$1.28M - $1.37M
|
10.5K
$6.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$1.21M - $1.3M
|
2.13K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 6.76% |
$1.2M - $1.28M
|
33.3K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.06KNew |
$1.17M - $1.25M
|
2.06K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.04K+ 3.86% |
$1.16M - $1.24M
|
55K
$33.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.04K+ 45.11% |
$1.16M - $1.24M
|
6.56K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.04K+ 56.41% |
$1.16M - $1.24M
|
5.65K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.03K+ 3.68% |
$1.15M - $1.23M
|
57.1K
$34.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2K+ 42.96% |
$1.14M - $1.22M
|
6.66K
$4.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2K+ 84.65% |
$1.13M - $1.21M
|
4.36K
$2.65M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.98K+ 30.53% |
$1.12M - $1.2M
|
8.45K
$5.14M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.9K+ 4.38% |
$1.08M - $1.16M
|
45.3K
$27.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.9K+ 7.33% |
$1.08M - $1.15M
|
27.8K
$16.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.82K+ 11.7% |
$1.03M - $1.11M
|
17.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.81K+ 2.07% |
$1.03M - $1.1M
|
89.2K
$54.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.79K+ 0.65% |
$1.02M - $1.09M
|
277K
$168M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.77K+ 42.46% |
$1.01M - $1.08M
|
5.95K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.76K+ 2.54% |
$1M - $1.07M
|
71.1K
$43.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 47.45% |
$983K - $1.05M
|
5.38K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.72K+ 16.39% |
$975K - $1.04M
|
12.2K
$7.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.68K+ 1.07% |
$953K - $1.02M
|
158K
$96M
|