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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.3K+ 1.78% |
$8.14M - $8.71M
|
820K
$471M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
14.3K+ 85.35% |
$8.12M - $8.69M
|
31K
$17.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.3KNew |
$8.12M - $8.69M
|
14.3K
$8.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.1K+ 5.39% |
$8.01M - $8.57M
|
276K
$158M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
14.1KNew |
$8.01M - $8.57M
|
14.1K
$8.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
14.1KNew |
$7.98M - $8.55M
|
14.1K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
13.7K+ 253.02% |
$7.77M - $8.32M
|
19.1K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.6K+ 2149.45% |
$7.75M - $8.3M
|
14.3K
$8.2M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 107.91% |
$7.69M - $8.23M
|
26.1K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$7.68M - $8.22M
|
13.5K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Street Derivatives LLC
New York, NY |
BUY
|
- |
13.5K+ 102.74% |
$7.67M - $8.21M
|
26.7K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.5KNew |
$7.64M - $8.18M
|
13.5K
$7.73M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.4KNew |
$7.62M - $8.16M
|
13.4K
$7.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.4K+ 160.18% |
$7.6M - $8.14M
|
21.8K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.3K+ 2.15% |
$7.57M - $8.11M
|
634K
$364M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.2K+ 43.69% |
$7.51M - $8.04M
|
43.5K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
13K+ 2.41% |
$7.38M - $7.9M
|
552K
$317M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.9K+ 622.22% |
$7.31M - $7.83M
|
15K
$8.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.8K+ 45.69% |
$7.28M - $7.79M
|
40.9K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
12.8KNew |
$7.25M - $7.76M
|
12.8K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
12.7K+ 53.59% |
$7.19M - $7.7M
|
36.3K
$20.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
12.6K+ 9.35% |
$7.16M - $7.67M
|
148K
$84.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
12.4KNew |
$7.06M - $7.55M
|
12.4K
$7.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 45.42% |
$7.04M - $7.53M
|
39.7K
$22.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12.3K+ 35.36% |
$6.99M - $7.48M
|
47.1K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3K+ 37.72% |
$6.99M - $7.48M
|
44.9K
$25.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 1948.34% |
$6.98M - $7.47M
|
12.9K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mount Capital LTD
|
BUY
|
- |
12.2K+ 102.52% |
$6.93M - $7.42M
|
24.1K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.2K+ 4.38% |
$6.92M - $7.41M
|
291K
$167M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
12.2KNew |
$6.91M - $7.4M
|
12.2K
$6.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
12.1K+ 1.92% |
$6.9M - $7.38M
|
644K
$370M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12.1K+ 10.1% |
$6.89M - $7.37M
|
132K
$75.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 2.25% |
$6.86M - $7.34M
|
549K
$315M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 20.08% |
$6.85M - $7.33M
|
72.2K
$41.4M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
12KNew |
$6.81M - $7.29M
|
12K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.6K+ 26.87% |
$6.61M - $7.08M
|
55K
$31.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
11.6KNew |
$6.58M - $7.05M
|
11.6K
$6.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 157.43% |
$6.55M - $7.01M
|
18.9K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11.5K+ 3.46% |
$6.53M - $6.99M
|
344K
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
11.4KNew |
$6.48M - $6.94M
|
11.4K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.4K+ 162.86% |
$6.47M - $6.93M
|
18.4K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.3K+ 28.33% |
$6.44M - $6.9M
|
51.4K
$29.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
11.3KNew |
$6.43M - $6.88M
|
11.3K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
11.3KNew |
$6.42M - $6.87M
|
11.3K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.2K+ 177.1% |
$6.33M - $6.78M
|
17.4K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
11.1KNew |
$6.28M - $6.72M
|
11.1K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.9K+ 19.72% |
$6.2M - $6.64M
|
66.3K
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10.9KNew |
$6.17M - $6.61M
|
10.9K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.8KNew |
$6.16M - $6.59M
|
10.8K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 90.38% |
$6.14M - $6.58M
|
22.8K
$13.1M
|