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 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
214+ 7.42% |
$122K - $130K
|
3.1K
$1.88M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
214+ 5.51% |
$122K - $130K
|
4.1K
$2.49M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
214+ 4.09% |
$122K - $130K
|
5.45K
$3.31M
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
211+ 6.91% |
$120K - $128K
|
3.27K
$1.99M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
204+ 8.67% |
$116K - $124K
|
2.56K
$1.56M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
196+ 4.2% |
$111K - $119K
|
4.87K
$2.96M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
195New |
$111K - $119K
|
195
$119K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
192+ 29.36% |
$109K - $117K
|
846
$514K
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
192+ 0.8% |
$109K - $117K
|
24.2K
$14.7M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
189+ 23.86% |
$107K - $115K
|
981
$596K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
188+ 3.25% |
$107K - $114K
|
5.97K
$3.63M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
187+ 2.24% |
$106K - $114K
|
8.55K
$5.2M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
186+ 0.92% |
$106K - $113K
|
20.4K
$12.4M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
183+ 14.75% |
$104K - $111K
|
1.42K
$866K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
182+ 0.4% |
$103K - $111K
|
45.2K
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
180+ 33.52% |
$102K - $109K
|
717
$436K
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$97.1K - $104K
|
171
$104K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
166+ 0.85% |
$94.3K - $101K
|
19.6K
$11.9M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165+ 0.73% |
$93.7K - $100K
|
22.8K
$13.9M
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
164+ 2.48% |
$93.1K - $99.7K
|
6.79K
$4.13M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
164+ 1.57% |
$93.1K - $99.7K
|
10.6K
$6.45M
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
162+ 2.19% |
$92K - $98.5K
|
7.57K
$4.6M
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$98.5K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
162+ 1.42% |
$92K - $98.5K
|
11.6K
$7.06M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
157+ 13.86% |
$89.1K - $95.4K
|
1.29K
$784K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
157+ 3.62% |
$89.1K - $95.4K
|
4.49K
$2.73M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$88K - $94.2K
|
56.3K
$34.2M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
153+ 1.23% |
$86.9K - $93K
|
12.6K
$7.64M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
150+ 18.92% |
$85.2K - $91.2K
|
943
$573K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
149+ 1.08% |
$84.6K - $90.6K
|
14K
$8.51M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
149+ 4.7% |
$84.6K - $90.6K
|
3.32K
$2.02M
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
145+ 22.87% |
$82.3K - $88.1K
|
779
$474K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
145+ 1.9% |
$82.3K - $88.1K
|
7.77K
$4.72M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
144+ 0.93% |
$81.8K - $87.5K
|
15.7K
$9.52M
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
140+ 0.61% |
$79.5K - $85.1K
|
23.1K
$14M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
139+ 2.88% |
$78.9K - $84.5K
|
4.96K
$3.02M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
138+ 0.48% |
$78.4K - $83.9K
|
28.7K
$17.4M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
137+ 21.61% |
$77.8K - $83.3K
|
771
$469K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
135+ 1.54% |
$76.7K - $82.1K
|
8.87K
$5.39M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
133+ 2.86% |
$75.5K - $80.8K
|
4.78K
$2.9M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
133+ 15.54% |
$75.5K - $80.8K
|
989
$601K
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
130+ 17.52% |
$73.8K - $79K
|
872
$530K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
129+ 5.61% |
$73.2K - $78.4K
|
2.43K
$1.48M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
128+ 2.71% |
$72.7K - $77.8K
|
4.85K
$2.95M
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
128+ 6.94% |
$72.7K - $77.8K
|
1.97K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
118+ 0.33% |
$67K - $71.7K
|
36K
$21.9M
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
114+ 7.41% |
$64.7K - $69.3K
|
1.65K
$1M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
114+ 2.22% |
$64.7K - $69.3K
|
5.25K
$3.19M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 0.64% |
$60.8K - $65K
|
16.9K
$10.2M
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
107+ 2.74% |
$60.8K - $65K
|
4.01K
$2.44M
|