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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
755+ 75.42% |
$429K - $459K
|
1.76K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
754New |
$428K - $458K
|
754
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
752+ 2.14% |
$427K - $457K
|
35.8K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
752+ 39.21% |
$427K - $457K
|
2.67K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
751+ 90.48% |
$426K - $456K
|
1.58K
$812K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
751+ 0.91% |
$426K - $456K
|
83.2K
$42.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
748+ 2.34% |
$425K - $455K
|
32.7K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
747+ 6.85% |
$424K - $454K
|
11.6K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
747+ 14.95% |
$424K - $454K
|
5.74K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
744+ 30.27% |
$422K - $452K
|
3.2K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
743New |
$422K - $452K
|
743
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
743+ 14.04% |
$422K - $452K
|
6.04K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
739+ 7.13% |
$420K - $449K
|
11.1K
$5.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
735New |
$417K - $447K
|
735
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
735+ 2.42% |
$417K - $447K
|
31.1K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
735+ 64.87% |
$417K - $447K
|
1.87K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
733+ 62.54% |
$416K - $446K
|
1.91K
$979K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
729+ 2.62% |
$414K - $443K
|
28.5K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
728+ 1.18% |
$413K - $442K
|
62.3K
$32M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
727+ 11.32% |
$413K - $442K
|
7.15K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
724+ 1.4% |
$411K - $440K
|
52.4K
$26.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
721+ 206.59% |
$409K - $438K
|
1.07K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
721+ 31.04% |
$409K - $438K
|
3.04K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
719+ 5.83% |
$408K - $437K
|
13.1K
$6.71M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
716+ 3.03% |
$407K - $435K
|
24.3K
$12.5M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
714New |
$405K - $434K
|
714
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
713+ 5.67% |
$405K - $433K
|
13.3K
$6.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
712+ 16.77% |
$404K - $433K
|
4.96K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
712+ 2.32% |
$404K - $433K
|
31.3K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
705+ 1.88% |
$400K - $429K
|
38.2K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
704New |
$400K - $428K
|
704
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
699+ 15.96% |
$397K - $425K
|
5.08K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
699+ 0.58% |
$397K - $425K
|
121K
$62.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
693+ 2.63% |
$393K - $421K
|
27K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
692+ 15.38% |
$393K - $421K
|
5.19K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
688+ 2.33% |
$391K - $418K
|
30.3K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
685+ 10.79% |
$389K - $416K
|
7.03K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
685New |
$389K - $416K
|
685
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
684+ 13.12% |
$388K - $416K
|
5.9K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
682+ 11.37% |
$387K - $415K
|
6.68K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
677+ 7.21% |
$384K - $411K
|
10.1K
$5.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
670+ 2.54% |
$380K - $407K
|
27K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 2.69% |
$378K - $404K
|
25.4K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
662New |
$376K - $402K
|
662
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
661New |
$375K - $402K
|
661
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658+ 1.72% |
$374K - $400K
|
38.8K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
655+ 10.03% |
$372K - $398K
|
7.19K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
654New |
$371K - $398K
|
654
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
654+ 11.55% |
$371K - $398K
|
6.32K
$3.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$371K - $397K
|
653
$336K
|