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
Jan 13, 2025 Q4 2024
Floyd Financial Group LLC

Springfield, MO
BUY
 -
2.06K
New
$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 $65.1M
Jan 24, 2025 Q4 2024
Calamos Wealth Management LLC

BUY
 -
2.04K
+ 3.86%
$1.16M - $1.24M
55K $32.9M
Feb 04, 2025 Q4 2024
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
2.04K
+ 22.44%
$1.16M - $1.24M
11.1K $6.66M
Jan 06, 2025 Q4 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
2.04K
+ 45.11%
$1.16M - $1.24M
6.56K $3.92M
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 $3.38M
Jan 16, 2025 Q4 2024
Bremer Bank National Association

BUY
 -
2.03K
+ 3.68%
$1.15M - $1.23M
57.1K $34.1M
Jan 23, 2025 Q4 2024
Sea Bridge Investment Advisors LLC

BUY
 -
2K
+ 42.96%
$1.14M - $1.22M
6.66K $3.98M
Jan 21, 2025 Q4 2024
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
2K
+ 84.65%
$1.13M - $1.21M
4.36K $2.6M
Jan 07, 2025 Q4 2024
First County Bank /Ct/

Stamford, CT
BUY
 -
1.98K
+ 30.53%
$1.12M - $1.2M
8.45K $5.05M
Jan 29, 2025 Q4 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.97K
+ 6.51%
$1.12M - $1.2M
32.3K $19.3M
Jan 10, 2025 Q4 2024
First International Bank & Trust

Watford City, ND
BUY
 -
1.9K
+ 4.38%
$1.08M - $1.16M
45.3K $27.1M
Jan 14, 2025 Q4 2024
Clarus Wealth Advisors

BUY
 -
1.9K
+ 7.33%
$1.08M - $1.15M
27.8K $16.6M
Jan 27, 2025 Q4 2024
Vista Wealth Management Group, LLC

BUY
 -
1.85K
+ 14.44%
$1.05M - $1.13M
14.7K $8.78M
Jan 27, 2025 Q4 2024
Jackson Wealth Management, LLC

BUY
 -
1.83K
+ 43.59%
$1.04M - $1.11M
6.02K $3.6M
Jan 28, 2025 Q4 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
1.82K
+ 3.37%
$1.03M - $1.11M
55.9K $33.4M
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
1.82K
+ 11.7%
$1.03M - $1.11M
17.4K $10.4M
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
1.82K
New
$1.03M - $1.11M
1.82K $1.09M
Jan 08, 2025 Q4 2024
Cumberland Advisors Inc

BUY
 -
1.81K
+ 2.07%
$1.03M - $1.1M
89.2K $53.3M
Jan 30, 2025 Q4 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.79K
+ 55.49%
$1.02M - $1.09M
5.02K $3M
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
1.79K
+ 0.65%
$1.02M - $1.09M
277K $165M
Jan 17, 2025 Q4 2024
Red Door Wealth Management, LLC

BUY
 -
1.77K
+ 42.46%
$1.01M - $1.08M
5.95K $3.56M
Jan 16, 2025 Q4 2024
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
1.76K
+ 2.54%
$1M - $1.07M
71.1K $42.5M
Jan 27, 2025 Q4 2024
Berkshire Money Management, Inc.

BUY
 -
1.75K
+ 0.45%
$993K - $1.06M
392K $234M
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
1.73K
+ 47.45%
$983K - $1.05M
5.38K $3.22M
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
1.72K
+ 16.39%
$975K - $1.04M
12.2K $7.29M
Feb 03, 2025 Q4 2024
Verger Capital Management LLC

BUY
 -
1.7K
+ 3.16%
$968K - $1.04M
55.7K $33.3M
Jan 23, 2025 Q4 2024
Marest Capital, LLC

Tarzana, CA
BUY
 -
1.68K
+ 1.07%
$953K - $1.02M
158K $94.4M
Jan 13, 2025 Q4 2024
Enterprise Bank & Trust CO

BUY
 -
1.67K
+ 12.2%
$950K - $1.02M
15.4K $9.2M
Feb 03, 2025 Q4 2024
Suncoast Equity Management

BUY
 -
1.67K
+ 57.77%
$946K - $1.01M
4.55K $2.72M
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
1.64K
+ 1.31%
$931K - $996K
127K $75.9M
Feb 03, 2025 Q4 2024
Wealth Management Nebraska

Norfolk, NE
BUY
 -
1.61K
New
$912K - $977K
1.61K $961K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
1.61K
New
$912K - $976K
1.61K $960K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
1.6K
New
$910K - $974K
1.6K $958K
Jan 22, 2025 Q4 2024
James Hambro & Partners

BUY
 -
1.59K
New
$902K - $965K
1.59K $949K
Jan 29, 2025 Q4 2024
Vontobel Holding Ltd.

BUY
 -
1.59K
+ 0.66%
$900K - $963K
242K $145M
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.58K
+ 11.15%
$896K - $959K
15.7K $9.4M
Jan 16, 2025 Q4 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
1.57K
+ 10.36%
$893K - $956K
16.8K $10M
Jan 13, 2025 Q4 2024
Tlwm

San Antonio, TX
BUY
 -
1.57K
+ 0.91%
$891K - $954K
173K $104M
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
1.57K
+ 14.21%
$889K - $951K
12.6K $7.52M
Jan 28, 2025 Q4 2024
Clarity Wealth Advisors, LLC

BUY
 -
1.55K
+ 3.39%
$879K - $941K
47.2K $28.2M
Jan 27, 2025 Q4 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
1.53K
+ 1.16%
$870K - $931K
134K $79.9M
Jan 28, 2025 Q4 2024
Northeast Investment Management

BUY
 -
1.53K
+ 27.43%
$869K - $930K
7.11K $4.25M
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
1.51K
+ 0.74%
$860K - $920K
205K $123M
Jan 28, 2025 Q4 2024
17 Capital Partners, LLC

BUY
 -
1.51K
+ 125.79%
$859K - $919K
2.71K $1.62M
Jan 17, 2025 Q4 2024
Cerro Pacific Wealth Advisors LLC

BUY
 -
1.5K
+ 26.43%
$853K - $913K
7.19K $4.3M
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.5K
+ 5.62%
$850K - $910K
28.1K $16.8M

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