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 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
72+ 1.27% |
$40.9K - $43.8K
|
5.75K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
72+ 0.73% |
$40.9K - $43.8K
|
9.94K
$6.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.61% |
$40.9K - $43.8K
|
4.55K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
72+ 17.73% |
$40.9K - $43.8K
|
478
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
71+ 5.68% |
$40.3K - $43.2K
|
1.32K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
70+ 1.34% |
$39.7K - $42.5K
|
5.3K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 8.58% |
$39.7K - $42.5K
|
886
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70+ 0.25% |
$39.7K - $42.5K
|
28.5K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
70+ 1.74% |
$39.7K - $42.5K
|
4.1K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
70+ 0.17% |
$39.7K - $42.5K
|
40.2K
$24.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
67+ 9.74% |
$38K - $40.7K
|
755
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
67+ 5.99% |
$38K - $40.7K
|
1.19K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
67+ 2.12% |
$38K - $40.7K
|
3.22K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 2.3% |
$37.5K - $40.1K
|
2.94K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 6.08% |
$37.5K - $40.1K
|
1.15K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 4.2% |
$37.5K - $40.1K
|
1.64K
$991K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
66+ 39.29% |
$37.5K - $40.1K
|
234
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
65+ 7.66% |
$36.9K - $39.5K
|
914
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
65+ 4.19% |
$36.9K - $39.5K
|
1.62K
$977K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
65+ 3.39% |
$36.9K - $39.5K
|
1.98K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$36.3K - $38.9K
|
64
$38.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
64+ 1.68% |
$36.3K - $38.9K
|
3.88K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
64+ 4.7% |
$36.3K - $38.9K
|
1.43K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
63+ 15.87% |
$35.8K - $38.3K
|
460
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
62+ 1.71% |
$35.2K - $37.7K
|
3.69K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
62+ 53.91% |
$35.2K - $37.7K
|
177
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
62+ 6.0% |
$35.2K - $37.7K
|
1.1K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
62+ 3.87% |
$35.2K - $37.7K
|
1.66K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
62+ 9.9% |
$35.2K - $37.7K
|
688
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
61+ 4.65% |
$34.6K - $37.1K
|
1.37K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
61+ 0.12% |
$34.6K - $37.1K
|
50.3K
$30.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 5.74% |
$34.1K - $36.5K
|
1.11K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.22% |
$34.1K - $36.5K
|
27.3K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
59+ 14.82% |
$33.5K - $35.9K
|
457
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
59+ 3.62% |
$33.5K - $35.9K
|
1.69K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
59+ 10.1% |
$33.5K - $35.9K
|
643
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
58+ 0.24% |
$32.9K - $35.3K
|
24.5K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
58+ 7.13% |
$32.9K - $35.3K
|
872
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
57+ 2.64% |
$32.4K - $34.6K
|
2.22K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$32.4K - $34.6K
|
57
$34.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
57+ 0.18% |
$32.4K - $34.6K
|
32.5K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
57+ 2.46% |
$32.4K - $34.6K
|
2.37K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
56+ 1.25% |
$31.8K - $34K
|
4.53K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
56+ 0.89% |
$31.8K - $34K
|
6.35K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 1.59% |
$31.8K - $34K
|
3.59K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
56+ 0.16% |
$31.8K - $34K
|
34.4K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 10.4% |
$31.2K - $33.4K
|
584
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 9.87% |
$31.2K - $33.4K
|
612
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.24% |
$30.7K - $32.8K
|
22.2K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
51+ 2.44% |
$29K - $31K
|
2.14K
$1.3M
|