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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.56K+ 1.34% |
$4.29M - $4.59M
|
572K
$347M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.21K+ 75.87% |
$4.09M - $4.38M
|
16.7K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
7.17KNew |
$4.07M - $4.36M
|
7.17K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.14K+ 3.96% |
$4.06M - $4.34M
|
187K
$114M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 2.96% |
$4.05M - $4.34M
|
248K
$150M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.09K+ 28.37% |
$4.02M - $4.31M
|
32.1K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6.94KNew |
$3.94M - $4.22M
|
6.94K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.69KNew |
$3.8M - $4.07M
|
6.69K
$4.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.32K+ 53.49% |
$3.59M - $3.84M
|
18.1K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.3K+ 7.11% |
$3.58M - $3.83M
|
94.9K
$57.5M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.21KNew |
$3.53M - $3.78M
|
6.21K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.09KNew |
$3.46M - $3.7M
|
6.09K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.05KNew |
$3.43M - $3.68M
|
6.05K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.92K+ 23.29% |
$3.36M - $3.6M
|
31.3K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.78K+ 1.75% |
$3.28M - $3.51M
|
337K
$204M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.73K+ 292.8% |
$3.26M - $3.48M
|
7.69K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.7K+ 1139.8% |
$3.24M - $3.46M
|
6.2K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.5K+ 4.78% |
$3.12M - $3.34M
|
121K
$73.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.27K+ 9.33% |
$2.99M - $3.2M
|
61.7K
$37.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
5.13KNew |
$2.91M - $3.12M
|
5.13K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.08KNew |
$2.89M - $3.09M
|
5.08K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.07K+ 43.0% |
$2.88M - $3.08M
|
16.9K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 11.04% |
$2.83M - $3.03M
|
50.1K
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 11.9% |
$2.43M - $2.6M
|
40.2K
$24.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$2.39M - $2.56M
|
4.21K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.19K+ 21.83% |
$2.38M - $2.55M
|
23.4K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 97.57% |
$2.33M - $2.49M
|
8.3K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$2.16M - $2.31M
|
3.8K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.7K+ 3.94% |
$2.1M - $2.25M
|
97.5K
$59.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.64K+ 330.55% |
$2.06M - $2.21M
|
4.74K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.61KNew |
$2.05M - $2.19M
|
3.61K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.6K+ 18.79% |
$2.04M - $2.19M
|
22.7K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.53K+ 457.46% |
$2M - $2.14M
|
4.3K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 14.74% |
$1.97M - $2.11M
|
27.1K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 4.05% |
$1.95M - $2.09M
|
88.4K
$53.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.31K+ 9.11% |
$1.88M - $2.01M
|
39.7K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.15K+ 449.43% |
$1.79M - $1.91M
|
3.85K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.1K+ 27.39% |
$1.76M - $1.88M
|
14.4K
$8.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.1K+ 1453.05% |
$1.76M - $1.88M
|
3.31K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 21.97% |
$1.71M - $1.83M
|
16.7K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94K+ 5.35% |
$1.67M - $1.79M
|
57.9K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.9K+ 8.61% |
$1.65M - $1.76M
|
36.6K
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.89K+ 5.68% |
$1.64M - $1.76M
|
53.9K
$32.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.89K+ 25.53% |
$1.64M - $1.76M
|
14.2K
$8.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.88K+ 2.52% |
$1.64M - $1.75M
|
117K
$71.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
2.78KNew |
$1.58M - $1.69M
|
2.78K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.73K+ 15.0% |
$1.55M - $1.66M
|
21K
$12.7M
|