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
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
870+ 2.8% |
$494K - $529K
|
32K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
870New |
$494K - $529K
|
870
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
870+ 17.68% |
$494K - $529K
|
5.79K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
868+ 98.08% |
$493K - $528K
|
1.75K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
868+ 7.24% |
$493K - $528K
|
12.9K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
860New |
$488K - $523K
|
860
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
858+ 3.39% |
$487K - $522K
|
26.2K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
856+ 3.35% |
$486K - $520K
|
26.4K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
855+ 21.96% |
$485K - $520K
|
4.75K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
854+ 7.45% |
$485K - $519K
|
12.3K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
850New |
$483K - $517K
|
850
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
850+ 3.1% |
$483K - $517K
|
28.3K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
847+ 3.23% |
$481K - $515K
|
27.1K
$14.3M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
846+ 1.83% |
$480K - $514K
|
47.2K
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
843+ 0.32% |
$479K - $512K
|
261K
$137M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
842+ 11.55% |
$478K - $512K
|
8.13K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
835New |
$474K - $508K
|
835
$440K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
832New |
$472K - $506K
|
832
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
825New |
$468K - $501K
|
825
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
823+ 4.02% |
$467K - $500K
|
21.3K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
822+ 11.65% |
$467K - $500K
|
7.88K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
813+ 0.61% |
$462K - $494K
|
134K
$70.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
810New |
$460K - $492K
|
810
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
809+ 2.26% |
$459K - $492K
|
36.6K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
807+ 7.1% |
$458K - $491K
|
12.2K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
807+ 6.14% |
$458K - $491K
|
14K
$7.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
804New |
$457K - $489K
|
804
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
804New |
$457K - $489K
|
804
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
803New |
$456K - $488K
|
803
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
800+ 7.33% |
$454K - $486K
|
11.7K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
800+ 22.54% |
$454K - $486K
|
4.35K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
800+ 32.12% |
$454K - $486K
|
3.29K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
798+ 2.21% |
$453K - $485K
|
36.8K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
794New |
$451K - $483K
|
794
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
791+ 30.91% |
$449K - $481K
|
3.35K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
789+ 15.72% |
$448K - $480K
|
5.81K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
787+ 5.77% |
$447K - $478K
|
14.4K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
785+ 92.35% |
$446K - $477K
|
1.64K
$861K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
779+ 1.36% |
$442K - $473K
|
58.2K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
775+ 19.67% |
$440K - $471K
|
4.72K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
771+ 5.21% |
$438K - $469K
|
15.6K
$8.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
770+ 53.44% |
$437K - $468K
|
2.21K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
770+ 1.87% |
$437K - $468K
|
41.9K
$22M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
766+ 8.6% |
$435K - $466K
|
9.68K
$5.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
765+ 64.78% |
$434K - $465K
|
1.95K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
764New |
$434K - $464K
|
764
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
762+ 5.07% |
$433K - $463K
|
15.8K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
761+ 31.79% |
$432K - $463K
|
3.16K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
759New |
$431K - $461K
|
759
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
756+ 12.61% |
$429K - $460K
|
6.75K
$3.55M
|