Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 14, 2025 Q4 2024
Capital Advisors Wealth Management, LLC

BUY
 -
482
+ 3.16%
$274K - $293K
15.7K $8.29M
Feb 05, 2025 Q4 2024
First American Bank

Dundee, IL
BUY
 -
482
+ 3.43%
$274K - $293K
14.5K $7.65M
Feb 07, 2025 Q4 2024
Efficient Advisors, LLC

BUY
 -
479
New
$272K - $291K
479 $252K
Jan 14, 2025 Q4 2024
Foresight Capital Management Advisors, Inc.

BUY
 -
478
+ 2.35%
$271K - $291K
20.9K $11M
Jan 23, 2025 Q4 2024
Everett Harris & CO

BUY
 -
478
+ 7.37%
$271K - $291K
6.96K $3.66M
Feb 03, 2025 Q4 2024
Dash Acquisitions Inc.

BUY
 -
478
New
$271K - $291K
478 $252K
Feb 18, 2025 Q4 2024
Aaf Wealth Management, LLC

BUY
 -
478
+ 44.14%
$271K - $291K
1.56K $822K
Feb 20, 2025 Q4 2024
Castlekeep Investment Advisors LLC

Westport, CT
BUY
 -
478
New
$271K - $291K
478 $252K
Feb 03, 2025 Q4 2024
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
476
+ 29.08%
$270K - $289K
2.11K $1.11M
Jan 13, 2025 Q4 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
475
+ 3.32%
$270K - $289K
14.8K $7.79M
Jan 13, 2025 Q4 2024
Greenfield Savings Bank

BUY
 -
474
+ 11.28%
$269K - $288K
4.68K $2.46M
Jan 14, 2025 Q4 2024
Essex Savings Bank

BUY
 -
470
+ 8.89%
$267K - $286K
5.76K $3.03M
Feb 12, 2025 Q4 2024
Puzo Michael J

BUY
 -
470
New
$267K - $286K
470 $247K
Feb 04, 2025 Q4 2024
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
469
New
$266K - $285K
469 $247K
Feb 14, 2025 Q4 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
468
+ 0.94%
$266K - $284K
50.1K $26.4M
Feb 06, 2025 Q4 2024
Keystone Wealth Services, LLC

BUY
 -
467
+ 3.0%
$265K - $284K
16K $8.43M
Jan 10, 2025 Q4 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
466
+ 189.43%
$265K - $283K
712 $375K
Feb 14, 2025 Q4 2024
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
465
New
$264K - $283K
465 $245K
Jan 29, 2025 Q4 2024
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
464
+ 7.12%
$263K - $282K
6.98K $3.67M
Feb 04, 2025 Q4 2024
Ncp Inc.

La Quinta, CA
BUY
 -
464
+ 20.17%
$263K - $282K
2.77K $1.46M
Feb 10, 2025 Q4 2024
One8zero8, LLC

Greensboro, NC
BUY
 -
464
New
$263K - $282K
464 $244K
Feb 12, 2025 Q4 2024
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
464
New
$263K - $282K
464 $244K
Jan 14, 2025 Q4 2024
Safeguard Financial, LLC

BUY
 -
463
+ 12.15%
$263K - $281K
4.28K $2.25M
Jan 14, 2025 Q4 2024
Bernzott Capital Advisors

BUY
 -
460
New
$261K - $280K
460 $242K
Feb 04, 2025 Q4 2024
Apriem Advisors

Irvine, CA
BUY
 -
460
+ 1.73%
$261K - $280K
27K $14.2M
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
459
+ 22.12%
$261K - $279K
2.53K $1.33M
Jan 29, 2025 Q4 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
458
+ 2.41%
$260K - $278K
19.5K $10.2M
Jan 15, 2025 Q4 2024
Cranbrook Wealth Management, LLC

BUY
 -
457
+ 14.7%
$259K - $278K
3.57K $1.88M
Mar 14, 2025 Q4 2024
Keystone Financial Services, LLC

Omaha, NE
BUY
 -
455
New
$258K - $277K
455 $240K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
454
+ 1.18%
$258K - $276K
38.9K $20.5M
Feb 13, 2025 Q4 2024
Investment Counsel CO Of Nevada

Las Vegas, NV
BUY
 -
453
New
$257K - $275K
453 $238K
Feb 07, 2025 Q4 2024
Shepherd Wealth Management LTD Liability CO

Cincinnati, OH
BUY
 -
452
New
$257K - $275K
452 $238K
Feb 10, 2025 Q4 2024
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
451
+ 0.58%
$256K - $274K
78.8K $41.5M
Feb 04, 2025 Q4 2024
Golden Bell Financial Planning LLC

Alpharetta, GA
BUY
 -
449
New
$255K - $273K
449 $236K
Jan 13, 2025 Q4 2024
Cooper Financial Group

BUY
 -
448
+ 7.64%
$254K - $272K
6.31K $3.32M
Jan 31, 2025 Q4 2024
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
445
+ 7.66%
$253K - $270K
6.25K $3.29M
Jan 28, 2025 Q4 2024
Ferguson Wellman Capital Management, Inc

BUY
 -
443
+ 3.69%
$252K - $269K
12.4K $6.55M
Feb 14, 2025 Q4 2024
Elequin Capital LP

New York, NY
BUY
 -
443
+ 632.86%
$252K - $269K
513 $270K
Feb 11, 2025 Q4 2024
Colony Family Offices, LLC

BUY
 -
442
+ 5.05%
$251K - $269K
9.2K $4.84M
Jan 29, 2025 Q4 2024
Dorval Corp

Maple Grove, MN
BUY
 -
441
New
$250K - $268K
441 $232K
Feb 06, 2025 Q4 2024
Souders Financial Advisors

BUY
 -
439
+ 26.07%
$249K - $267K
2.12K $1.12M
Jan 23, 2025 Q4 2024
M Wealth Management, LLC

San Diego, CA
BUY
 -
437
New
$248K - $266K
437 $230K
Jan 16, 2025 Q4 2024
Thrive Wealth Management, LLC

BUY
 -
432
+ 1.18%
$245K - $263K
37K $19.5M
Jan 23, 2025 Q4 2024
Litman Gregory Wealth Management LLC

BUY
 -
432
+ 4.84%
$245K - $263K
9.35K $4.92M
Feb 14, 2025 Q4 2024
Ross\Johnson & Associates LLC

Plymouth, MN
BUY
 -
432
New
$245K - $263K
432 $227K
Jan 23, 2025 Q4 2024
Highland Capital Management, LLC

BUY
 -
430
+ 7.29%
$244K - $261K
6.33K $3.33M
Jan 27, 2025 Q4 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
425
+ 17.87%
$241K - $258K
2.8K $1.48M
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
424
+ 1.06%
$241K - $258K
40.4K $21.2M
Jan 27, 2025 Q4 2024
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
423
+ 92.16%
$240K - $257K
882 $464K

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