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 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
537+ 60.34% |
$305K - $326K
|
1.43K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
536+ 2.78% |
$304K - $326K
|
19.8K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
531+ 86.48% |
$302K - $323K
|
1.15K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
531+ 8.1% |
$302K - $323K
|
7.09K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
531+ 96.37% |
$302K - $323K
|
1.08K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
529+ 31.32% |
$300K - $322K
|
2.22K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
528+ 0.77% |
$300K - $321K
|
68.9K
$44.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
527New |
$299K - $320K
|
527
$339K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
527New |
$299K - $320K
|
527
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
524+ 27.18% |
$298K - $318K
|
2.45K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
524+ 19.62% |
$298K - $318K
|
3.2K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
523+ 1.41% |
$297K - $318K
|
37.5K
$24.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
519+ 4.91% |
$295K - $315K
|
11.1K
$7.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
517+ 51.44% |
$294K - $314K
|
1.52K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
516New |
$293K - $314K
|
516
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
513New |
$291K - $312K
|
513
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
513New |
$291K - $312K
|
513
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
511+ 1.09% |
$290K - $311K
|
47.3K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
510New |
$290K - $310K
|
510
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
509+ 49.95% |
$289K - $309K
|
1.53K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
508New |
$288K - $309K
|
508
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
508New |
$288K - $309K
|
508
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
504+ 2.65% |
$286K - $306K
|
19.5K
$12.5M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
501New |
$284K - $305K
|
501
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$284K - $304K
|
500
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
499+ 29.68% |
$283K - $303K
|
2.18K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
499+ 2.79% |
$283K - $303K
|
18.4K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
495+ 4.67% |
$281K - $301K
|
11.1K
$7.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
494New |
$280K - $300K
|
494
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
492+ 0.4% |
$279K - $299K
|
123K
$78.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
488New |
$277K - $297K
|
488
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
484New |
$275K - $294K
|
484
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
483+ 0.92% |
$274K - $294K
|
53K
$34.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
483+ 1.62% |
$274K - $294K
|
30.4K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
482+ 3.16% |
$274K - $293K
|
15.7K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
482+ 3.43% |
$274K - $293K
|
14.5K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
479New |
$272K - $291K
|
479
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
478+ 2.35% |
$271K - $291K
|
20.9K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
478+ 7.37% |
$271K - $291K
|
6.96K
$4.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
478New |
$271K - $291K
|
478
$307K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
478+ 44.14% |
$271K - $291K
|
1.56K
$1M
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
478New |
$271K - $291K
|
478
$307K
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
478+ 44.14% |
$271K - $291K
|
1.56K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
476+ 29.08% |
$270K - $289K
|
2.11K
$1.36M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
476New |
$270K - $289K
|
476
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
475+ 3.32% |
$270K - $289K
|
14.8K
$9.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
475+ 1.63% |
$270K - $289K
|
29.7K
$19.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
474+ 11.28% |
$269K - $288K
|
4.68K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
470+ 8.89% |
$267K - $286K
|
5.76K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
470New |
$267K - $286K
|
470
$302K
|