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 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$568 - $608
|
350
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$568 - $608
|
398
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$568 - $608
|
1.63K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.28% |
$568 - $608
|
363
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$568 - $608
|
536
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1+ 0.22% |
$568 - $608
|
452
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$568 - $608
|
2.77K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.29% |
$568 - $608
|
350
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.3K
$836K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$568 - $608
|
433
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.26% |
$568 - $608
|
392
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
1.01K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.12% |
$568 - $608
|
821
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$568 - $608
|
375
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1+ 0.03% |
$568 - $608
|
3.74K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$568 - $608
|
893
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$568 - $608
|
3.83K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$568 - $608
|
941
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.2% |
$568 - $608
|
505
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 3.13% |
$568 - $608
|
33
$21.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.13% |
$568 - $608
|
746
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.21K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.14% |
$568 - $608
|
715
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1+ 0.03% |
$568 - $608
|
3.49K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
1.04K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
1.04K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$568 - $608
|
523
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.3% |
$568 - $608
|
331
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.27% |
$568 - $608
|
377
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1+ 0.15% |
$568 - $608
|
668
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$568 - $608
|
2.56K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.17% |
$568 - $608
|
603
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.3K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$568 - $608
|
2.23K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.28% |
$568 - $608
|
363
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$568 - $608
|
915
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1+ 0.01% |
$568 - $608
|
11.8K
$7.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$568 - $608
|
6.45K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1+ 0.17% |
$568 - $608
|
575
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$568 - $608
|
766
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.28K
$824K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.17% |
$568 - $608
|
594
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
983
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.05% |
$568 - $608
|
2.21K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1+ 0.31% |
$568 - $608
|
326
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.14% |
$568 - $608
|
726
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
1+ 0.01% |
$568 - $608
|
19.6K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.18% |
$568 - $608
|
567
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1+ 0.04% |
$568 - $608
|
2.59K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.02% |
$568 - $608
|
6.15K
$3.95M
|