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 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.47KNew |
$832K - $891K
|
1.47K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.46K+ 3.91% |
$831K - $890K
|
38.9K
$26.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.46KNew |
$830K - $889K
|
1.46K
$981K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.46K+ 10.17% |
$829K - $887K
|
15.8K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.46K+ 42.82% |
$827K - $885K
|
4.86K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.44K+ 8.25% |
$815K - $873K
|
18.8K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.43K+ 10.31% |
$812K - $869K
|
15.3K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.42K+ 7.49% |
$807K - $864K
|
20.4K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.42K+ 0.19% |
$804K - $861K
|
728K
$488M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.41K+ 4.51% |
$802K - $858K
|
32.7K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.41KNew |
$802K - $858K
|
1.41K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.4KNew |
$796K - $852K
|
1.4K
$940K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.39K+ 12.41% |
$790K - $845K
|
12.6K
$8.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.39K+ 18.2% |
$789K - $845K
|
9.03K
$6.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.39K+ 10.9% |
$789K - $845K
|
14.1K
$9.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.38KNew |
$785K - $840K
|
1.38K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.38K+ 2.17% |
$784K - $839K
|
65.1K
$43.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.38K+ 16.92% |
$784K - $839K
|
9.54K
$6.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.38K+ 26.94% |
$784K - $839K
|
6.5K
$4.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.38K+ 17.04% |
$781K - $836K
|
9.45K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.36K+ 1.53% |
$773K - $828K
|
90.2K
$60.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.36KNew |
$772K - $826K
|
1.36K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.35K+ 43.09% |
$768K - $822K
|
4.49K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 5.58% |
$766K - $820K
|
25.5K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.34KNew |
$762K - $816K
|
1.34K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.34K+ 87.87% |
$761K - $814K
|
2.87K
$1.92M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.34KNew |
$761K - $814K
|
1.34K
$900K
|
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.34KNew |
$761K - $814K
|
1.34K
$900K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.33K+ 129.79% |
$755K - $808K
|
2.35K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.32KNew |
$752K - $805K
|
1.32K
$889K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.32K+ 42.83% |
$750K - $803K
|
4.41K
$2.96M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.32KNew |
$749K - $802K
|
1.32K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$739K - $791K
|
1.3K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.3KNew |
$737K - $789K
|
1.3K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.3K+ 14.87% |
$736K - $788K
|
10K
$6.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3K+ 13.74% |
$736K - $788K
|
10.7K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 36.54% |
$732K - $783K
|
4.82K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$727K - $779K
|
1.28K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$727K - $779K
|
1.28K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.28KNew |
$726K - $777K
|
1.28K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.27KNew |
$721K - $772K
|
1.27K
$853K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.26KNew |
$716K - $766K
|
1.26K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26KNew |
$714K - $765K
|
1.26K
$844K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 12.03% |
$713K - $763K
|
11.7K
$7.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.24KNew |
$705K - $754K
|
1.24K
$833K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.24KNew |
$704K - $753K
|
1.24K
$832K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.24K+ 1.99% |
$702K - $751K
|
63.4K
$42.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.23K+ 60.17% |
$697K - $746K
|
3.27K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.23K+ 4.59% |
$696K - $745K
|
27.9K
$18.7M
|