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 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.16% |
$3.41K - $3.65K
|
3.69K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.02% |
$3.41K - $3.65K
|
27.2K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
6+ 0.18% |
$3.41K - $3.65K
|
3.36K
$1.94M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.27% |
$3.41K - $3.65K
|
2.26K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5+ 0.24% |
$2.84K - $3.04K
|
2.05K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
5+ 0.41% |
$2.84K - $3.04K
|
1.22K
$704K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5+ 1.0% |
$2.84K - $3.04K
|
504
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.51% |
$2.84K - $3.04K
|
982
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.84K - $3.04K
|
1.57K
$907K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5+ 3.94% |
$2.84K - $3.04K
|
132
$76.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5+ 0.01% |
$2.84K - $3.04K
|
91.4K
$52.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.34% |
$2.84K - $3.04K
|
1.47K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
5+ 0.28% |
$2.84K - $3.04K
|
1.76K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.84K - $3.04K
|
1.68K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.69% |
$2.84K - $3.04K
|
730
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.21% |
$2.27K - $2.43K
|
1.87K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4+ 0.31% |
$2.27K - $2.43K
|
1.3K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4+ 0.78% |
$2.27K - $2.43K
|
514
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$2.27K - $2.43K
|
1.65K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.13% |
$2.27K - $2.43K
|
3.15K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4+ 0.38% |
$2.27K - $2.43K
|
1.05K
$609K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.99% |
$2.27K - $2.43K
|
410
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.13% |
$2.27K - $2.43K
|
3.03K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.38% |
$2.27K - $2.43K
|
1.07K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.27K - $2.43K
|
701
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4+ 0.11% |
$2.27K - $2.43K
|
3.75K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4+ 0.32% |
$2.27K - $2.43K
|
1.24K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.18% |
$2.27K - $2.43K
|
2.28K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4+ 0.06% |
$2.27K - $2.43K
|
6.85K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.64% |
$2.27K - $2.43K
|
627
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$2.27K - $2.43K
|
1.31K
$760K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3+ 0.11% |
$1.7K - $1.82K
|
2.77K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
3+ 0.44% |
$1.7K - $1.82K
|
684
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.57% |
$1.7K - $1.82K
|
533
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.06% |
$1.7K - $1.82K
|
4.74K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$1.7K - $1.82K
|
2.22K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.11K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3+ 0.3% |
$1.7K - $1.82K
|
1K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.13K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.7K - $1.82K
|
906
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
3+ 0.1% |
$1.7K - $1.82K
|
3K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.7K - $1.82K
|
1.03K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.2% |
$1.7K - $1.82K
|
1.51K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.42% |
$1.7K - $1.82K
|
715
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.34% |
$1.7K - $1.82K
|
896
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.15% |
$1.14K - $1.22K
|
1.29K
$749K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.14K - $1.22K
|
1.17K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2+ 0.22% |
$1.14K - $1.22K
|
909
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$1.14K - $1.22K
|
3.48K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.04K
$603K
|