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 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
11.3KNew |
$6.43M - $6.88M
|
11.3K
$6.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
11.3KNew |
$6.42M - $6.87M
|
11.3K
$6.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.2K+ 177.1% |
$6.33M - $6.78M
|
17.4K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
11.1KNew |
$6.28M - $6.72M
|
11.1K
$6.52M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11KNew |
$6.24M - $6.68M
|
11K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.9K+ 19.72% |
$6.2M - $6.64M
|
66.3K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10.9KNew |
$6.17M - $6.61M
|
10.9K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.8KNew |
$6.16M - $6.59M
|
10.8K
$6.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 90.38% |
$6.14M - $6.58M
|
22.8K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$6.13M - $6.56M
|
10.8K
$6.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
10.8K+ 27.37% |
$6.11M - $6.54M
|
50.1K
$29.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$6.1M - $6.53M
|
10.7K
$6.34M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
10.7KNew |
$6.08M - $6.51M
|
10.7K
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
10.6K+ 14.41% |
$6.02M - $6.45M
|
84.2K
$49.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.6K+ 79.36% |
$6.01M - $6.43M
|
23.9K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10.5K+ 8.73% |
$5.98M - $6.4M
|
131K
$77.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 35.88% |
$5.97M - $6.39M
|
39.8K
$23.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5K+ 27.18% |
$5.95M - $6.37M
|
49K
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.5K+ 12.6% |
$5.94M - $6.36M
|
93.5K
$55.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
10.5KNew |
$5.94M - $6.35M
|
10.5K
$6.16M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3KNew |
$5.86M - $6.28M
|
10.3K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
10.3KNew |
$5.82M - $6.23M
|
10.3K
$6.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2K+ 18.07% |
$5.78M - $6.19M
|
66.5K
$39.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$5.77M - $6.17M
|
10.2K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$5.74M - $6.14M
|
10.1K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.1KNew |
$5.71M - $6.11M
|
10.1K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
10.1K+ 45.55% |
$5.71M - $6.11M
|
32.1K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
10KNew |
$5.7M - $6.1M
|
10K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.88K+ 2.71% |
$5.61M - $6M
|
374K
$220M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.87K+ 46.76% |
$5.61M - $6M
|
31K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
9.8K+ 4900.0% |
$5.56M - $5.96M
|
10K
$5.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.79K+ 1168.14% |
$5.56M - $5.95M
|
10.6K
$6.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.68K+ 59.77% |
$5.5M - $5.88M
|
25.9K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.67K+ 4.65% |
$5.49M - $5.88M
|
218K
$128M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$5.45M - $5.83M
|
9.6K
$5.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.57K+ 1351.55% |
$5.43M - $5.82M
|
10.3K
$6.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.56K+ 70.07% |
$5.43M - $5.81M
|
23.2K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.56K+ 38.27% |
$5.43M - $5.81M
|
34.5K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.55K+ 12.88% |
$5.42M - $5.81M
|
83.7K
$49.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.48K+ 31.36% |
$5.38M - $5.76M
|
39.7K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.44KNew |
$5.36M - $5.73M
|
9.44K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
9.37KNew |
$5.32M - $5.7M
|
9.37K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.16K+ 34.66% |
$5.2M - $5.57M
|
35.6K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.1K+ 47.84% |
$5.17M - $5.53M
|
28.1K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.03K+ 46.23% |
$5.13M - $5.49M
|
28.6K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
8.98K+ 2.94% |
$5.1M - $5.46M
|
314K
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
8.71KNew |
$4.95M - $5.29M
|
8.71K
$5.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.69K+ 28.56% |
$4.94M - $5.28M
|
39.1K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.68K+ 443.21% |
$4.93M - $5.27M
|
10.6K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.6K+ 40.28% |
$4.88M - $5.22M
|
29.9K
$17.6M
|