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 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
17+ 0.19% |
$9.65K - $10.3K
|
9.09K
$5.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
17+ 0.29% |
$9.65K - $10.3K
|
5.96K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
17+ 0.26% |
$9.65K - $10.3K
|
6.47K
$3.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.28% |
$9.08K - $9.72K
|
5.73K
$3.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16+ 0.18% |
$9.08K - $9.72K
|
8.79K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 1.01% |
$9.08K - $9.72K
|
1.6K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16+ 7.55% |
$9.08K - $9.72K
|
228
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
16+ 2.25% |
$9.08K - $9.72K
|
726
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 1.64% |
$9.08K - $9.72K
|
994
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.01% |
$9.08K - $9.72K
|
185K
$107M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.96% |
$9.08K - $9.72K
|
1.68K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 4.2% |
$8.52K - $9.12K
|
372
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 1.73% |
$8.52K - $9.12K
|
881
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
15+ 0.35% |
$8.52K - $9.12K
|
4.31K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
15+ 0.21% |
$8.52K - $9.12K
|
7.07K
$4.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 1.82% |
$8.52K - $9.12K
|
837
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
15+ 1.63% |
$8.52K - $9.12K
|
934
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 1.65% |
$8.52K - $9.12K
|
925
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.39% |
$8.52K - $9.12K
|
1.1K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.91% |
$8.52K - $9.12K
|
1.67K
$965K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$8.52K - $9.12K
|
34K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.11% |
$8.52K - $9.12K
|
13.9K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
15+ 1.83% |
$8.52K - $9.12K
|
836
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14+ 0.41% |
$7.95K - $8.51K
|
3.41K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14+ 0.63% |
$7.95K - $8.51K
|
2.24K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
14+ 1.04% |
$7.95K - $8.51K
|
1.36K
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.11% |
$7.95K - $8.51K
|
12.8K
$7.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14+ 0.54% |
$7.95K - $8.51K
|
2.62K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 1.77% |
$7.95K - $8.51K
|
803
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.19% |
$7.95K - $8.51K
|
1.19K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 0.98% |
$7.95K - $8.51K
|
1.44K
$832K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14+ 2.75% |
$7.95K - $8.51K
|
524
$303K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.49% |
$7.95K - $8.51K
|
2.86K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.62% |
$7.38K - $7.9K
|
509
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
13+ 0.65% |
$7.38K - $7.9K
|
2.03K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
13+ 0.07% |
$7.38K - $7.9K
|
19.4K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
13+ 1.35% |
$7.38K - $7.9K
|
978
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13+ 0.41% |
$7.38K - $7.9K
|
3.21K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
13+ 433.33% |
$7.38K - $7.9K
|
16
$9.27K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
12+ 0.2% |
$6.81K - $7.29K
|
5.99K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12+ 0.51% |
$6.81K - $7.29K
|
2.35K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 0.21% |
$6.81K - $7.29K
|
5.68K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.42% |
$6.81K - $7.29K
|
2.9K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.08% |
$6.81K - $7.29K
|
15.5K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.3% |
$6.81K - $7.29K
|
3.97K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
12+ 0.28% |
$6.81K - $7.29K
|
4.26K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
12+ 0.02% |
$6.81K - $7.29K
|
64.2K
$37.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
12+ 0.26% |
$6.81K - $7.29K
|
4.59K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
12+ 1.32% |
$6.81K - $7.29K
|
919
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$6.81K - $7.29K
|
7.6K
$4.4M
|