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 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
31+ 0.39% |
$17.6K - $18.8K
|
8.05K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
31+ 1.89% |
$17.6K - $18.8K
|
1.67K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
31+ 1.2% |
$17.6K - $18.8K
|
2.61K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30+ 1.56% |
$17K - $18.2K
|
1.96K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
30+ 0.12% |
$17K - $18.2K
|
25.4K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
30+ 25.0% |
$17K - $18.2K
|
150
$96.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30+ 3.56% |
$17K - $18.2K
|
872
$560K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
30+ 56.6% |
$17K - $18.2K
|
83
$53.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 3.42% |
$16.5K - $17.6K
|
878
$564K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
29+ 2.45% |
$16.5K - $17.6K
|
1.21K
$780K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.97% |
$16.5K - $17.6K
|
3.01K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
29+ 3.22% |
$16.5K - $17.6K
|
929
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
29+ 5.74% |
$16.5K - $17.6K
|
534
$343K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
29+ 0.1% |
$16.5K - $17.6K
|
28.2K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
28+ 0.21% |
$15.9K - $17K
|
13.6K
$8.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
28+ 1.77% |
$15.9K - $17K
|
1.61K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
27+ 1.69% |
$15.3K - $16.4K
|
1.63K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27+ 0.97% |
$15.3K - $16.4K
|
2.82K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
27+ 0.01% |
$15.3K - $16.4K
|
197K
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
27+ 0.28% |
$15.3K - $16.4K
|
9.52K
$6.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 1.28% |
$14.8K - $15.8K
|
2.06K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
26+ 0.4% |
$14.8K - $15.8K
|
6.5K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
26+ 0.44% |
$14.8K - $15.8K
|
5.94K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.5% |
$14.8K - $15.8K
|
5.25K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
26New |
$14.8K - $15.8K
|
26
$16.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$14.2K - $15.2K
|
8.24K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.7% |
$14.2K - $15.2K
|
1.5K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.14% |
$14.2K - $15.2K
|
17.8K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
25+ 0.71% |
$14.2K - $15.2K
|
3.53K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.52% |
$14.2K - $15.2K
|
4.81K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
25+ 0.83% |
$14.2K - $15.2K
|
3.03K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25+ 4.24% |
$14.2K - $15.2K
|
615
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
25+ 1.11% |
$14.2K - $15.2K
|
2.28K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
25+ 2.88% |
$14.2K - $15.2K
|
893
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$13.6K - $14.6K
|
8.86K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
24+ 3.73% |
$13.6K - $14.6K
|
667
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.14% |
$13.6K - $14.6K
|
16.6K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
24+ 0.6% |
$13.6K - $14.6K
|
4K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
24+ 0.13% |
$13.6K - $14.6K
|
17.9K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
24+ 0.46% |
$13.6K - $14.6K
|
5.2K
$3.34M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$15.4K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
24+ 2.94% |
$13.6K - $14.6K
|
841
$541K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23+ 2.93% |
$13.1K - $14K
|
808
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
23+ 0.53% |
$13.1K - $14K
|
4.39K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
23+ 6.39% |
$13.1K - $14K
|
383
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.52% |
$13.1K - $14K
|
1.53K
$986K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.37% |
$13.1K - $14K
|
1.7K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 0.28% |
$13.1K - $14K
|
8.32K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.44K
$4.78M
|