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 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
460New |
$261K - $280K
|
460
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
460+ 1.73% |
$261K - $280K
|
27K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
459+ 22.12% |
$261K - $279K
|
2.53K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
458+ 2.41% |
$260K - $278K
|
19.5K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
457+ 14.7% |
$259K - $278K
|
3.57K
$2.15M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
455New |
$258K - $277K
|
455
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
454+ 1.18% |
$258K - $276K
|
38.9K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
453New |
$257K - $275K
|
453
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
452New |
$257K - $275K
|
452
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
451+ 0.58% |
$256K - $274K
|
78.8K
$47.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
449New |
$255K - $273K
|
449
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
448+ 7.64% |
$254K - $272K
|
6.31K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
445+ 7.66% |
$253K - $270K
|
6.25K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
443+ 3.69% |
$252K - $269K
|
12.4K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
443+ 632.86% |
$252K - $269K
|
513
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
442+ 5.05% |
$251K - $269K
|
9.2K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
441New |
$250K - $268K
|
441
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
439+ 26.07% |
$249K - $267K
|
2.12K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
437New |
$248K - $266K
|
437
$264K
|
|
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
436New |
$248K - $265K
|
436
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
432+ 1.18% |
$245K - $263K
|
37K
$22.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
432+ 4.84% |
$245K - $263K
|
9.35K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
432New |
$245K - $263K
|
432
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
430+ 7.29% |
$244K - $261K
|
6.33K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
425+ 17.87% |
$241K - $258K
|
2.8K
$1.69M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
424+ 1.06% |
$241K - $258K
|
40.4K
$24.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
423+ 92.16% |
$240K - $257K
|
882
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
423+ 31.9% |
$240K - $257K
|
1.75K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
422+ 0.2% |
$240K - $256K
|
208K
$125M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
419+ 13.04% |
$238K - $255K
|
3.63K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
417+ 0.69% |
$237K - $253K
|
60.9K
$36.7M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
415+ 1.12% |
$236K - $252K
|
37.4K
$22.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
415+ 11.97% |
$236K - $252K
|
3.88K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
414New |
$235K - $252K
|
414
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
412New |
$234K - $250K
|
412
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
412+ 84.77% |
$234K - $250K
|
898
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
411+ 131.73% |
$233K - $250K
|
723
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
411New |
$233K - $250K
|
411
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
410New |
$233K - $249K
|
410
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
410+ 6.35% |
$233K - $249K
|
6.87K
$4.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
409+ 2.99% |
$232K - $249K
|
14.1K
$8.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
408New |
$232K - $248K
|
408
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
405New |
$230K - $246K
|
405
$244K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
403New |
$229K - $245K
|
403
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
402+ 3.88% |
$228K - $244K
|
10.8K
$6.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
401New |
$228K - $244K
|
401
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
401+ 2.76% |
$228K - $244K
|
15K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 0.21% |
$227K - $243K
|
191K
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
400+ 8.52% |
$227K - $243K
|
5.09K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
399+ 3.64% |
$227K - $243K
|
11.4K
$6.86M
|