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
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
372+ 2.49% |
$211K - $226K
|
15.3K
$8.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
370+ 14.15% |
$210K - $225K
|
2.98K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
370+ 4.69% |
$210K - $225K
|
8.25K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
369New |
$210K - $224K
|
369
$194K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
369New |
$210K - $224K
|
369
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
367+ 15.0% |
$208K - $223K
|
2.81K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
365+ 38.5% |
$207K - $222K
|
1.31K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
363New |
$206K - $221K
|
363
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
363New |
$206K - $221K
|
363
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
362+ 35.91% |
$206K - $220K
|
1.37K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
362+ 0.74% |
$206K - $220K
|
49.5K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
361New |
$205K - $219K
|
361
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
360+ 27.78% |
$204K - $219K
|
1.66K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
360+ 21.04% |
$204K - $219K
|
2.07K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
359New |
$204K - $218K
|
359
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 1.85% |
$203K - $218K
|
19.7K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
357+ 16.94% |
$203K - $217K
|
2.47K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
357+ 33.33% |
$203K - $217K
|
1.43K
$752K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
356+ 4.32% |
$202K - $216K
|
8.6K
$4.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
354New |
$201K - $215K
|
354
$186K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
353New |
$200K - $215K
|
353
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
352New |
$200K - $214K
|
352
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
351+ 50.87% |
$199K - $213K
|
1.04K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
351+ 46.8% |
$199K - $213K
|
1.1K
$580K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
350+ 159.09% |
$199K - $213K
|
570
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
349+ 10.23% |
$198K - $212K
|
3.76K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
349+ 5.66% |
$198K - $212K
|
6.51K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
348+ 2.07% |
$198K - $212K
|
17.2K
$9.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
348New |
$198K - $212K
|
348
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
347+ 4.12% |
$197K - $211K
|
8.77K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
346New |
$196K - $210K
|
346
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
345New |
$196K - $210K
|
345
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
345New |
$196K - $210K
|
345
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
344New |
$195K - $209K
|
344
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
342New |
$194K - $208K
|
342
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
342New |
$194K - $208K
|
342
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
341+ 2.7% |
$194K - $207K
|
13K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
340+ 15.07% |
$193K - $207K
|
2.6K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
339+ 2.41% |
$192K - $206K
|
14.4K
$7.59M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
338+ 36.07% |
$192K - $205K
|
1.28K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
334+ 40.24% |
$190K - $203K
|
1.16K
$613K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
333New |
$189K - $202K
|
333
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
330+ 9.88% |
$187K - $201K
|
3.67K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
327+ 5.74% |
$186K - $199K
|
6.03K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
327+ 16.44% |
$186K - $199K
|
2.32K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
326+ 14.58% |
$185K - $198K
|
2.56K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
326+ 71.81% |
$185K - $198K
|
780
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
326New |
$185K - $198K
|
326
$172K
|