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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.92KNew |
$1.09M - $1.17M
|
1.92K
$1.29M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.91KNew |
$1.08M - $1.16M
|
1.91K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.9K+ 4.38% |
$1.08M - $1.16M
|
45.3K
$30.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.9K+ 7.33% |
$1.08M - $1.15M
|
27.8K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 8.17% |
$1.08M - $1.15M
|
25.1K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.88KNew |
$1.07M - $1.14M
|
1.88K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.88K+ 52.87% |
$1.07M - $1.14M
|
5.43K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 14.44% |
$1.05M - $1.13M
|
14.7K
$9.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.84K+ 3.15% |
$1.04M - $1.12M
|
60.3K
$40.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.83K+ 43.59% |
$1.04M - $1.11M
|
6.02K
$4.04M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.83KNew |
$1.04M - $1.11M
|
1.83K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.82K+ 3.37% |
$1.03M - $1.11M
|
55.9K
$37.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.82K+ 11.7% |
$1.03M - $1.11M
|
17.4K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.22M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.81K+ 2.07% |
$1.03M - $1.1M
|
89.2K
$59.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.81K+ 3.75% |
$1.03M - $1.1M
|
50.1K
$33.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.81KNew |
$1.02M - $1.1M
|
1.81K
$1.21M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.8K+ 5.58% |
$1.02M - $1.1M
|
34.1K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.8KNew |
$1.02M - $1.09M
|
1.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.79K+ 55.49% |
$1.02M - $1.09M
|
5.02K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.79KNew |
$1.02M - $1.09M
|
1.79K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.79KNew |
$1.02M - $1.09M
|
1.79K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.79K+ 0.65% |
$1.02M - $1.09M
|
277K
$186M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.78K+ 0.97% |
$1.01M - $1.08M
|
185K
$124M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.77K+ 42.46% |
$1.01M - $1.08M
|
5.95K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.76K+ 2.54% |
$1M - $1.07M
|
71.1K
$47.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.75K+ 20.56% |
$995K - $1.06M
|
10.3K
$6.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 8.04% |
$994K - $1.06M
|
23.5K
$15.8M
|
|
|
May 15, 2025
Q4 2024
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.75KNew |
$994K - $1.06M
|
1.75K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.75K+ 0.45% |
$993K - $1.06M
|
392K
$263M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.74KNew |
$989K - $1.06M
|
1.74K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 47.45% |
$983K - $1.05M
|
5.38K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.73K+ 0.79% |
$981K - $1.05M
|
221K
$149M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.73KNew |
$980K - $1.05M
|
1.73K
$1.16M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 1.13% |
$978K - $1.05M
|
154K
$103M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.72K+ 16.39% |
$975K - $1.04M
|
12.2K
$8.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
1.71KNew |
$973K - $1.04M
|
1.71K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.71KNew |
$972K - $1.04M
|
1.71K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.71KNew |
$969K - $1.04M
|
1.71K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
1.7K+ 3.16% |
$968K - $1.04M
|
55.7K
$37.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.7K+ 12.88% |
$965K - $1.03M
|
14.9K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.68KNew |
$955K - $1.02M
|
1.68K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.68K+ 0.81% |
$954K - $1.02M
|
210K
$141M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.68K+ 1.07% |
$953K - $1.02M
|
158K
$106M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.67K+ 12.2% |
$950K - $1.02M
|
15.4K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.67KNew |
$949K - $1.02M
|
1.67K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.67K+ 57.77% |
$946K - $1.01M
|
4.55K
$3.05M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.66KNew |
$944K - $1.01M
|
1.66K
$1.12M
|