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 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.09KNew |
$4.59M - $4.92M
|
8.09K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
8.09KNew |
$4.59M - $4.91M
|
8.09K
$4.52M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.02KNew |
$4.56M - $4.88M
|
8.02K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.48M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.99K+ 5.48% |
$4.54M - $4.86M
|
154K
$86M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.99K+ 8.52% |
$4.54M - $4.86M
|
102K
$56.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.96K+ 12.46% |
$4.52M - $4.84M
|
71.8K
$40.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
7.95KNew |
$4.51M - $4.83M
|
7.95K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.85K+ 11.93% |
$4.46M - $4.77M
|
73.7K
$41.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
7.74KNew |
$4.39M - $4.7M
|
7.74K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.73K+ 24.56% |
$4.39M - $4.7M
|
39.2K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7K+ 4.84% |
$4.37M - $4.68M
|
167K
$93.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
7.68K+ 412.02% |
$4.36M - $4.67M
|
9.54K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7.66K+ 47.77% |
$4.35M - $4.65M
|
23.7K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.63K+ 416.89% |
$4.33M - $4.63M
|
9.45K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.56K+ 1.34% |
$4.29M - $4.59M
|
572K
$320M
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
7.47KNew |
$4.24M - $4.54M
|
7.47K
$4.18M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.47KNew |
$4.24M - $4.54M
|
7.47K
$4.18M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.47KNew |
$4.24M - $4.54M
|
7.47K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.42KNew |
$4.21M - $4.51M
|
7.42K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.26K+ 31.74% |
$4.12M - $4.41M
|
30.1K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.21K+ 75.87% |
$4.09M - $4.38M
|
16.7K
$9.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
7.17KNew |
$4.07M - $4.36M
|
7.17K
$4.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.16KNew |
$4.07M - $4.35M
|
7.16K
$4.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.15KNew |
$4.06M - $4.35M
|
7.15K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.14K+ 3.96% |
$4.06M - $4.34M
|
187K
$105M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 2.96% |
$4.05M - $4.34M
|
248K
$139M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.09K+ 28.37% |
$4.02M - $4.31M
|
32.1K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
7.05KNew |
$4M - $4.29M
|
7.05K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
6.98K+ 22.05% |
$3.97M - $4.24M
|
38.7K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6.94KNew |
$3.94M - $4.22M
|
6.94K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.9K+ 88.46% |
$3.92M - $4.19M
|
14.7K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6.77K+ 28.6% |
$3.84M - $4.12M
|
30.4K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
6.75KNew |
$3.83M - $4.1M
|
6.75K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.69KNew |
$3.8M - $4.07M
|
6.69K
$3.74M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.68KNew |
$3.79M - $4.06M
|
6.68K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.66K+ 9.36% |
$3.78M - $4.04M
|
77.7K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.65KNew |
$3.77M - $4.04M
|
6.65K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
6.64K+ 50.36% |
$3.77M - $4.04M
|
19.8K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.61K+ 144.99% |
$3.75M - $4.02M
|
11.2K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.57K+ 5.21% |
$3.73M - $3.99M
|
133K
$74.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
6.54K+ 314.12% |
$3.71M - $3.98M
|
8.62K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.54K+ 13.09% |
$3.71M - $3.97M
|
56.5K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.33K+ 802.66% |
$3.59M - $3.84M
|
7.11K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.32K+ 53.49% |
$3.59M - $3.84M
|
18.1K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32K+ 17.57% |
$3.59M - $3.84M
|
42.3K
$23.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.3K+ 7.11% |
$3.58M - $3.83M
|
94.9K
$53.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.3KNew |
$3.58M - $3.83M
|
6.3K
$3.52M
|