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 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
728+ 1.18% |
$413K - $442K
|
62.3K
$40M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
727+ 11.32% |
$413K - $442K
|
7.15K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
724+ 1.4% |
$411K - $440K
|
52.4K
$33.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
721+ 206.59% |
$409K - $438K
|
1.07K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
721+ 31.04% |
$409K - $438K
|
3.04K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
719+ 5.83% |
$408K - $437K
|
13.1K
$8.39M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
716+ 3.03% |
$407K - $435K
|
24.3K
$15.6M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
714New |
$405K - $434K
|
714
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
713+ 5.67% |
$405K - $433K
|
13.3K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
712+ 16.77% |
$404K - $433K
|
4.96K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
712+ 2.32% |
$404K - $433K
|
31.3K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
705+ 1.88% |
$400K - $429K
|
38.2K
$24.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
704New |
$400K - $428K
|
704
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
699+ 15.96% |
$397K - $425K
|
5.08K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
699+ 0.58% |
$397K - $425K
|
121K
$77.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
693+ 2.63% |
$393K - $421K
|
27K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
692+ 15.38% |
$393K - $421K
|
5.19K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
688+ 2.33% |
$391K - $418K
|
30.3K
$19.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
685+ 10.79% |
$389K - $416K
|
7.03K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
685New |
$389K - $416K
|
685
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
684+ 13.12% |
$388K - $416K
|
5.9K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
682+ 11.37% |
$387K - $415K
|
6.68K
$4.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
677+ 7.21% |
$384K - $411K
|
10.1K
$6.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
670+ 2.54% |
$380K - $407K
|
27K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 2.69% |
$378K - $404K
|
25.4K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
662New |
$376K - $402K
|
662
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
661New |
$375K - $402K
|
661
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658+ 1.72% |
$374K - $400K
|
38.8K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
655+ 10.03% |
$372K - $398K
|
7.19K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
654New |
$371K - $398K
|
654
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
654+ 11.55% |
$371K - $398K
|
6.32K
$4.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$371K - $397K
|
653
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
645New |
$366K - $392K
|
645
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
645+ 54.71% |
$366K - $392K
|
1.82K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
640+ 1.15% |
$363K - $389K
|
56.5K
$36.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
639+ 11.15% |
$363K - $388K
|
6.37K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
638+ 2.24% |
$362K - $388K
|
29.1K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
638+ 8.06% |
$362K - $388K
|
8.56K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
633+ 15825.0% |
$359K - $385K
|
637
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
632New |
$359K - $384K
|
632
$406K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
631New |
$358K - $384K
|
631
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
630+ 1.43% |
$358K - $383K
|
44.8K
$28.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
627New |
$356K - $381K
|
627
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
625New |
$355K - $380K
|
625
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
624+ 17.59% |
$354K - $379K
|
4.17K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
623+ 5.77% |
$354K - $379K
|
11.4K
$7.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
621+ 88.84% |
$353K - $377K
|
1.32K
$848K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
620+ 5.42% |
$352K - $377K
|
12.1K
$7.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
619+ 2.13% |
$351K - $376K
|
29.7K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
618+ 4.57% |
$351K - $376K
|
14.2K
$9.1M
|