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 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
397New |
$225K - $241K
|
397
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
396+ 37.15% |
$225K - $241K
|
1.46K
$882K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
395+ 17.75% |
$224K - $240K
|
2.62K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
395New |
$224K - $240K
|
395
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
395+ 10.57% |
$224K - $240K
|
4.13K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
394+ 14.16% |
$224K - $239K
|
3.18K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
394+ 12.44% |
$224K - $239K
|
3.56K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
394New |
$224K - $239K
|
394
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
393New |
$223K - $239K
|
393
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
392New |
$223K - $238K
|
392
$236K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
392New |
$223K - $238K
|
392
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
391+ 14.67% |
$222K - $238K
|
3.06K
$1.84M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
390+ 1.41% |
$221K - $237K
|
28K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
388+ 30.53% |
$220K - $236K
|
1.66K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
387New |
$220K - $235K
|
387
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
386+ 51.88% |
$219K - $235K
|
1.13K
$681K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
386New |
$219K - $235K
|
386
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
384+ 86.68% |
$218K - $233K
|
827
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
383+ 1.75% |
$217K - $233K
|
22.3K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
383+ 4.28% |
$217K - $233K
|
9.34K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
383+ 1.49% |
$217K - $233K
|
26.2K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
382+ 12.48% |
$217K - $232K
|
3.44K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
382+ 4.88% |
$217K - $232K
|
8.21K
$4.95M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
381New |
$216K - $232K
|
381
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
380+ 8.97% |
$216K - $231K
|
4.61K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
378+ 36.73% |
$215K - $230K
|
1.41K
$849K
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
378+ 6.68% |
$215K - $230K
|
6.04K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
375+ 3.22% |
$213K - $228K
|
12K
$7.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
373New |
$212K - $227K
|
373
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
372+ 2.49% |
$211K - $226K
|
15.3K
$9.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
370+ 14.15% |
$210K - $225K
|
2.98K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
370+ 4.69% |
$210K - $225K
|
8.25K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
369New |
$210K - $224K
|
369
$223K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
369New |
$210K - $224K
|
369
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
367+ 15.0% |
$208K - $223K
|
2.81K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
365+ 38.5% |
$207K - $222K
|
1.31K
$792K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
363New |
$206K - $221K
|
363
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
363New |
$206K - $221K
|
363
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
362+ 35.91% |
$206K - $220K
|
1.37K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
362+ 0.74% |
$206K - $220K
|
49.5K
$29.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
361New |
$205K - $219K
|
361
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
360+ 27.78% |
$204K - $219K
|
1.66K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
360+ 21.04% |
$204K - $219K
|
2.07K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
359New |
$204K - $218K
|
359
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 1.85% |
$203K - $218K
|
19.7K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
357+ 16.94% |
$203K - $217K
|
2.47K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
357+ 33.33% |
$203K - $217K
|
1.43K
$861K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
356+ 4.32% |
$202K - $216K
|
8.6K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
354New |
$201K - $215K
|
354
$213K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
353New |
$200K - $215K
|
353
$213K
|