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 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
314+ 6.28% |
$178K - $191K
|
5.32K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
313+ 3.64% |
$178K - $190K
|
8.91K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
308+ 4.33% |
$175K - $187K
|
7.42K
$4.77M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
307+ 23.52% |
$174K - $187K
|
1.61K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
306+ 8.55% |
$174K - $186K
|
3.89K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.67% |
$173K - $185K
|
45.9K
$29.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
304New |
$173K - $185K
|
304
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
303+ 54.2% |
$172K - $184K
|
862
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
302+ 9.41% |
$171K - $184K
|
3.51K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301New |
$171K - $183K
|
301
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
301+ 46.09% |
$171K - $183K
|
954
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.62% |
$170K - $182K
|
49K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
300New |
$170K - $182K
|
300
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
299+ 3.78% |
$170K - $182K
|
8.2K
$5.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
299+ 4.84% |
$170K - $182K
|
6.48K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
299+ 1.23% |
$170K - $182K
|
24.6K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
299+ 3.82% |
$170K - $182K
|
8.13K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
298+ 22.06% |
$169K - $181K
|
1.65K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
296+ 5.26% |
$168K - $180K
|
5.92K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
296+ 2.85% |
$168K - $180K
|
10.7K
$6.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
296+ 0.27% |
$168K - $180K
|
111K
$71.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
296+ 30.45% |
$168K - $180K
|
1.27K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
295+ 127.16% |
$168K - $179K
|
527
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
294+ 2.81% |
$167K - $179K
|
10.8K
$6.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
294+ 2.58% |
$167K - $179K
|
11.7K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
294+ 2.99% |
$167K - $179K
|
10.1K
$6.51M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
294+ 18.41% |
$167K - $179K
|
1.89K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
290+ 15.81% |
$165K - $176K
|
2.12K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
290+ 11.79% |
$165K - $176K
|
2.75K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
290+ 4.36% |
$165K - $176K
|
6.94K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
290+ 1.02% |
$165K - $176K
|
28.9K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
289+ 11.84% |
$164K - $176K
|
2.73K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
288+ 25.07% |
$164K - $175K
|
1.44K
$924K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
286+ 1.08% |
$162K - $174K
|
26.7K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
286+ 3.98% |
$162K - $174K
|
7.48K
$4.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
286+ 3.14% |
$162K - $174K
|
9.39K
$6.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
285+ 4.82% |
$162K - $173K
|
6.2K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
284+ 3.99% |
$161K - $173K
|
7.4K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
283+ 1.58% |
$161K - $172K
|
18.2K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
283+ 4.22% |
$161K - $172K
|
6.99K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
282+ 10.25% |
$160K - $171K
|
3.03K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
281+ 12.9% |
$160K - $171K
|
2.46K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
280+ 3.91% |
$159K - $170K
|
7.44K
$4.78M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
280+ 29.91% |
$159K - $170K
|
1.22K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
278+ 0.37% |
$158K - $169K
|
75.1K
$48.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
274+ 2.67% |
$156K - $167K
|
10.5K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
274+ 22.06% |
$156K - $167K
|
1.52K
$974K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
271+ 0.66% |
$154K - $165K
|
41.5K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
270+ 2.22% |
$153K - $164K
|
12.4K
$7.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
269+ 9.82% |
$153K - $164K
|
3.01K
$1.93M
|