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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
BUY
|
- |
353+ 4.3% |
$200K - $215K
|
8.57K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
352New |
$200K - $214K
|
352
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
351+ 50.87% |
$199K - $213K
|
1.04K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
351+ 46.8% |
$199K - $213K
|
1.1K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
350+ 159.09% |
$199K - $213K
|
570
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
349+ 10.23% |
$198K - $212K
|
3.76K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
349+ 5.66% |
$198K - $212K
|
6.51K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
348+ 2.07% |
$198K - $212K
|
17.2K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
348New |
$198K - $212K
|
348
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
347+ 4.12% |
$197K - $211K
|
8.77K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
346New |
$196K - $210K
|
346
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
345New |
$196K - $210K
|
345
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
345New |
$196K - $210K
|
345
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
344New |
$195K - $209K
|
344
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
342New |
$194K - $208K
|
342
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
342New |
$194K - $208K
|
342
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
341+ 2.7% |
$194K - $207K
|
13K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
340+ 15.07% |
$193K - $207K
|
2.6K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
339+ 2.41% |
$192K - $206K
|
14.4K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
338+ 36.07% |
$192K - $205K
|
1.28K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
334+ 40.24% |
$190K - $203K
|
1.16K
$702K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
333New |
$189K - $202K
|
333
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
330+ 9.88% |
$187K - $201K
|
3.67K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
327+ 5.74% |
$186K - $199K
|
6.03K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
327+ 16.44% |
$186K - $199K
|
2.32K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
326+ 14.58% |
$185K - $198K
|
2.56K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
326+ 71.81% |
$185K - $198K
|
780
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
326New |
$185K - $198K
|
326
$197K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
326+ 3.31% |
$185K - $198K
|
10.2K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
321+ 18.68% |
$182K - $195K
|
2.04K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
319+ 48.41% |
$181K - $194K
|
978
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
319+ 13.15% |
$181K - $194K
|
2.75K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
316+ 3.26% |
$179K - $192K
|
10K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
315+ 7.32% |
$179K - $191K
|
4.62K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
315+ 13.42% |
$179K - $191K
|
2.66K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
314+ 21.3% |
$178K - $191K
|
1.79K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
314+ 6.28% |
$178K - $191K
|
5.32K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
313+ 3.64% |
$178K - $190K
|
8.91K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
308+ 4.33% |
$175K - $187K
|
7.42K
$4.48M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
307+ 23.52% |
$174K - $187K
|
1.61K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
306+ 8.55% |
$174K - $186K
|
3.89K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.67% |
$173K - $185K
|
45.9K
$27.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
304New |
$173K - $185K
|
304
$183K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
303+ 54.2% |
$172K - $184K
|
862
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
302+ 9.41% |
$171K - $184K
|
3.51K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301New |
$171K - $183K
|
301
$182K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
301+ 46.09% |
$171K - $183K
|
954
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.62% |
$170K - $182K
|
49K
$29.5M
|