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
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14+ 0.63% |
$7.95K - $8.51K
|
2.24K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
14+ 1.04% |
$7.95K - $8.51K
|
1.36K
$873K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.11% |
$7.95K - $8.51K
|
12.8K
$8.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14+ 0.54% |
$7.95K - $8.51K
|
2.62K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 1.77% |
$7.95K - $8.51K
|
803
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.19% |
$7.95K - $8.51K
|
1.19K
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 0.98% |
$7.95K - $8.51K
|
1.44K
$924K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14+ 2.75% |
$7.95K - $8.51K
|
524
$337K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.49% |
$7.95K - $8.51K
|
2.86K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.62% |
$7.38K - $7.9K
|
509
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
13+ 0.65% |
$7.38K - $7.9K
|
2.03K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
13+ 0.07% |
$7.38K - $7.9K
|
19.4K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
13+ 1.35% |
$7.38K - $7.9K
|
978
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13+ 0.41% |
$7.38K - $7.9K
|
3.21K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
13+ 433.33% |
$7.38K - $7.9K
|
16
$10.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
12+ 0.2% |
$6.81K - $7.29K
|
5.99K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12+ 0.51% |
$6.81K - $7.29K
|
2.35K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 0.21% |
$6.81K - $7.29K
|
5.68K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.42% |
$6.81K - $7.29K
|
2.9K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.08% |
$6.81K - $7.29K
|
15.5K
$9.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.3% |
$6.81K - $7.29K
|
3.97K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
12+ 0.28% |
$6.81K - $7.29K
|
4.26K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
12+ 0.02% |
$6.81K - $7.29K
|
64.2K
$41.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
12+ 0.26% |
$6.81K - $7.29K
|
4.59K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
12+ 1.32% |
$6.81K - $7.29K
|
919
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$6.81K - $7.29K
|
7.6K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11+ 0.1% |
$6.25K - $6.69K
|
10.8K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11+ 0.3% |
$6.25K - $6.69K
|
3.69K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
11+ 2.53% |
$6.25K - $6.69K
|
445
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.25% |
$6.25K - $6.69K
|
4.37K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
10+ 0.38% |
$5.68K - $6.08K
|
2.65K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.19% |
$5.68K - $6.08K
|
5.3K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10+ 0.54% |
$5.68K - $6.08K
|
1.86K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.12% |
$5.68K - $6.08K
|
901
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
10+ 1.08% |
$5.68K - $6.08K
|
935
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.14% |
$5.68K - $6.08K
|
6.95K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$77.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 1.65% |
$5.68K - $6.08K
|
616
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.28% |
$5.68K - $6.08K
|
3.54K
$2.28M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10+ 2.07% |
$5.68K - $6.08K
|
492
$316K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
10+ 2.86% |
$5.68K - $6.08K
|
360
$231K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 1.41% |
$5.11K - $5.47K
|
649
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9+ 0.58% |
$5.11K - $5.47K
|
1.57K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9+ 1.84% |
$5.11K - $5.47K
|
498
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9+ 0.75% |
$5.11K - $5.47K
|
1.21K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9+ 0.23% |
$5.11K - $5.47K
|
3.87K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$5.11K - $5.47K
|
5.37K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
9+ 0.44% |
$5.11K - $5.47K
|
2.07K
$1.33M
|