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 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.8KNew |
$6.16M - $6.59M
|
10.8K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 90.38% |
$6.14M - $6.58M
|
22.8K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$6.13M - $6.56M
|
10.8K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
10.8K+ 27.37% |
$6.11M - $6.54M
|
50.1K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$6.1M - $6.53M
|
10.7K
$6.01M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
10.7KNew |
$6.08M - $6.51M
|
10.7K
$5.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
10.6K+ 14.41% |
$6.02M - $6.45M
|
84.2K
$47.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.6K+ 79.36% |
$6.01M - $6.43M
|
23.9K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10.5K+ 8.73% |
$5.98M - $6.4M
|
131K
$73.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 35.88% |
$5.97M - $6.39M
|
39.8K
$22.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5K+ 27.18% |
$5.95M - $6.37M
|
49K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.5K+ 12.6% |
$5.94M - $6.36M
|
93.5K
$52.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
10.5KNew |
$5.94M - $6.35M
|
10.5K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
10.3KNew |
$5.82M - $6.23M
|
10.3K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2K+ 18.07% |
$5.78M - $6.19M
|
66.5K
$37.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$5.77M - $6.17M
|
10.2K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$5.74M - $6.14M
|
10.1K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.1KNew |
$5.71M - $6.11M
|
10.1K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
10.1K+ 45.55% |
$5.71M - $6.11M
|
32.1K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
10KNew |
$5.7M - $6.1M
|
10K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.88K+ 2.71% |
$5.61M - $6M
|
374K
$209M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.87K+ 46.76% |
$5.61M - $6M
|
31K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
9.8K+ 4900.0% |
$5.56M - $5.96M
|
10K
$5.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.79K+ 1168.14% |
$5.56M - $5.95M
|
10.6K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.68K+ 59.77% |
$5.5M - $5.88M
|
25.9K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.67K+ 4.65% |
$5.49M - $5.88M
|
218K
$122M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$5.45M - $5.83M
|
9.6K
$5.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.57K+ 1351.55% |
$5.43M - $5.82M
|
10.3K
$5.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.56K+ 70.07% |
$5.43M - $5.81M
|
23.2K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.56K+ 38.27% |
$5.43M - $5.81M
|
34.5K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.55K+ 12.88% |
$5.42M - $5.81M
|
83.7K
$46.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.48K+ 31.36% |
$5.38M - $5.76M
|
39.7K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.44KNew |
$5.36M - $5.73M
|
9.44K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
9.37KNew |
$5.32M - $5.7M
|
9.37K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.16K+ 34.66% |
$5.2M - $5.57M
|
35.6K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.1K+ 47.84% |
$5.17M - $5.53M
|
28.1K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.03K+ 46.23% |
$5.13M - $5.49M
|
28.6K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
8.98K+ 2.94% |
$5.1M - $5.46M
|
314K
$176M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
8.71KNew |
$4.95M - $5.29M
|
8.71K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.69K+ 28.56% |
$4.94M - $5.28M
|
39.1K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.68K+ 443.21% |
$4.93M - $5.27M
|
10.6K
$5.95M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.6K+ 40.28% |
$4.88M - $5.22M
|
29.9K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.59K+ 8.57% |
$4.88M - $5.22M
|
109K
$60.9M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8.57KNew |
$4.87M - $5.21M
|
8.57K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8.53K+ 193.64% |
$4.84M - $5.18M
|
12.9K
$7.24M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.2K+ 202.32% |
$4.66M - $4.99M
|
12.3K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8.19K+ 104.1% |
$4.65M - $4.98M
|
16.1K
$8.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
8.18KNew |
$4.64M - $4.97M
|
8.18K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.13K+ 40.94% |
$4.62M - $4.94M
|
28K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.12K+ 10.95% |
$4.61M - $4.93M
|
82.3K
$46M
|