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 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.38% |
$2.27K - $2.43K
|
1.07K
$684K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.27K - $2.43K
|
701
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4+ 0.11% |
$2.27K - $2.43K
|
3.75K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4+ 0.32% |
$2.27K - $2.43K
|
1.24K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.18% |
$2.27K - $2.43K
|
2.28K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4+ 0.06% |
$2.27K - $2.43K
|
6.85K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.64% |
$2.27K - $2.43K
|
627
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$2.27K - $2.43K
|
1.31K
$843K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3+ 0.11% |
$1.7K - $1.82K
|
2.77K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
3+ 0.44% |
$1.7K - $1.82K
|
684
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.57% |
$1.7K - $1.82K
|
533
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.06% |
$1.7K - $1.82K
|
4.74K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$1.7K - $1.82K
|
2.22K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.11K
$713K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3+ 0.3% |
$1.7K - $1.82K
|
1K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.13K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.7K - $1.82K
|
906
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
3+ 0.1% |
$1.7K - $1.82K
|
3K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.7K - $1.82K
|
1.03K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.2% |
$1.7K - $1.82K
|
1.51K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.42% |
$1.7K - $1.82K
|
715
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.34% |
$1.7K - $1.82K
|
896
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.15% |
$1.14K - $1.22K
|
1.29K
$832K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.14K - $1.22K
|
1.17K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2+ 0.22% |
$1.14K - $1.22K
|
909
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$1.14K - $1.22K
|
3.48K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.04K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.04% |
$1.14K - $1.22K
|
4.59K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.47% |
$1.14K - $1.22K
|
432
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.14K - $1.22K
|
5.11K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.33K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$1.14K - $1.22K
|
3.24K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7.01K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.04% |
$1.14K - $1.22K
|
5.19K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2+ 0.02% |
$1.14K - $1.22K
|
9.47K
$6.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.27% |
$1.14K - $1.22K
|
730
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.04K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2+ 0.02% |
$1.14K - $1.22K
|
8.32K
$5.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2+ 0.25% |
$1.14K - $1.22K
|
790
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.14K - $1.22K
|
664
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.21% |
$1.14K - $1.22K
|
944
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.22% |
$1.14K - $1.22K
|
915
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2+ 0.21% |
$1.14K - $1.22K
|
948
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7.12K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.34% |
$1.14K - $1.22K
|
589
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.26% |
$1.14K - $1.22K
|
759
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.03K
$663K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.12% |
$568 - $608
|
853
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$568 - $608
|
219
$141K
|