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 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
823+ 4.02% |
$467K - $500K
|
21.3K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
822+ 11.65% |
$467K - $500K
|
7.88K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
813+ 0.61% |
$462K - $494K
|
134K
$85.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
810New |
$460K - $492K
|
810
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
809+ 2.26% |
$459K - $492K
|
36.6K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
807+ 7.1% |
$458K - $491K
|
12.2K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
807+ 6.14% |
$458K - $491K
|
14K
$8.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
804New |
$457K - $489K
|
804
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
804New |
$457K - $489K
|
804
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
803New |
$456K - $488K
|
803
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
800+ 7.33% |
$454K - $486K
|
11.7K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
800+ 22.54% |
$454K - $486K
|
4.35K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
800+ 32.12% |
$454K - $486K
|
3.29K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
798+ 2.21% |
$453K - $485K
|
36.8K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
794New |
$451K - $483K
|
794
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
791+ 30.91% |
$449K - $481K
|
3.35K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
789+ 15.72% |
$448K - $480K
|
5.81K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
787+ 5.77% |
$447K - $478K
|
14.4K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
785+ 92.35% |
$446K - $477K
|
1.64K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
779+ 1.36% |
$442K - $473K
|
58.2K
$37.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
775+ 19.67% |
$440K - $471K
|
4.72K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
771+ 5.21% |
$438K - $469K
|
15.6K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
770+ 53.44% |
$437K - $468K
|
2.21K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
770+ 1.87% |
$437K - $468K
|
41.9K
$26.9M
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
769New |
$437K - $467K
|
769
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
766+ 8.6% |
$435K - $466K
|
9.68K
$6.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
765+ 64.78% |
$434K - $465K
|
1.95K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
764New |
$434K - $464K
|
764
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
762+ 5.07% |
$433K - $463K
|
15.8K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
761+ 31.79% |
$432K - $463K
|
3.16K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
759New |
$431K - $461K
|
759
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
756+ 12.61% |
$429K - $460K
|
6.75K
$4.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
755+ 75.42% |
$429K - $459K
|
1.76K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
754New |
$428K - $458K
|
754
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
752+ 2.14% |
$427K - $457K
|
35.8K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
752+ 39.21% |
$427K - $457K
|
2.67K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
751+ 90.48% |
$426K - $456K
|
1.58K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
751+ 0.91% |
$426K - $456K
|
83.2K
$53.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
748+ 2.34% |
$425K - $455K
|
32.7K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
747+ 6.85% |
$424K - $454K
|
11.6K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
747+ 14.95% |
$424K - $454K
|
5.74K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
744+ 30.27% |
$422K - $452K
|
3.2K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
743New |
$422K - $452K
|
743
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
743+ 14.04% |
$422K - $452K
|
6.04K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
739+ 7.13% |
$420K - $449K
|
11.1K
$7.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
735New |
$417K - $447K
|
735
$472K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
735+ 2.42% |
$417K - $447K
|
31.1K
$20M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
735+ 64.87% |
$417K - $447K
|
1.87K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
733+ 62.54% |
$416K - $446K
|
1.91K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
729+ 2.62% |
$414K - $443K
|
28.5K
$18.3M
|