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 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
226+ 1.69% |
$128K - $137K
|
13.6K
$7M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
224+ 6.43% |
$127K - $136K
|
3.71K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
222+ 4.71% |
$126K - $135K
|
4.94K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
221+ 2.1% |
$125K - $134K
|
10.8K
$5.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
220+ 29.57% |
$125K - $134K
|
964
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 2.06% |
$125K - $134K
|
10.9K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
219+ 9.44% |
$124K - $133K
|
2.54K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
218+ 27.01% |
$124K - $133K
|
1.03K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
217+ 11.79% |
$123K - $132K
|
2.06K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
217+ 19.89% |
$123K - $132K
|
1.31K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
216+ 13.04% |
$123K - $131K
|
1.87K
$962K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
216+ 8.0% |
$123K - $131K
|
2.92K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
214+ 4.26% |
$122K - $130K
|
5.24K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
214+ 7.42% |
$122K - $130K
|
3.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
214+ 5.51% |
$122K - $130K
|
4.1K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
214+ 4.09% |
$122K - $130K
|
5.45K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
214New |
$122K - $130K
|
214
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
214+ 9.88% |
$122K - $130K
|
2.38K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
213+ 1.14% |
$121K - $129K
|
18.9K
$9.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
211+ 6.91% |
$120K - $128K
|
3.27K
$1.68M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
211+ 2.19% |
$120K - $128K
|
9.86K
$5.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
210+ 0.48% |
$119K - $128K
|
43.9K
$22.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
207+ 25.56% |
$118K - $126K
|
1.02K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
206+ 9.69% |
$117K - $125K
|
2.33K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
205+ 1.88% |
$116K - $125K
|
11.1K
$5.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
204+ 8.67% |
$116K - $124K
|
2.56K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
203+ 55.46% |
$115K - $123K
|
569
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
203+ 0.28% |
$115K - $123K
|
72.3K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
202+ 1.33% |
$115K - $123K
|
15.4K
$7.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
201+ 17.71% |
$114K - $122K
|
1.34K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
200+ 5.11% |
$114K - $122K
|
4.12K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
200New |
$114K - $122K
|
200
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
200+ 0.85% |
$114K - $122K
|
23.8K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
198+ 3.42% |
$112K - $120K
|
5.99K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
197+ 11.02% |
$112K - $120K
|
1.99K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
196+ 4.2% |
$111K - $119K
|
4.87K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
196+ 2.8% |
$111K - $119K
|
7.19K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
195New |
$111K - $119K
|
195
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
195+ 39.16% |
$111K - $119K
|
693
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
194New |
$110K - $118K
|
194
$99.7K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
193+ 3.13% |
$110K - $117K
|
6.36K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
193New |
$110K - $117K
|
193
$99.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
192+ 29.36% |
$109K - $117K
|
846
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
192+ 0.8% |
$109K - $117K
|
24.2K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
192New |
$109K - $117K
|
192
$98.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
191+ 0.66% |
$108K - $116K
|
29.2K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
190New |
$108K - $115K
|
190
$97.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
190+ 3.64% |
$108K - $115K
|
5.4K
$2.78M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
190New |
$108K - $115K
|
190
$97.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
189+ 23.86% |
$107K - $115K
|
981
$504K
|