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 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
186+ 2.77% |
$106K - $113K
|
6.89K
$4.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
183+ 14.75% |
$104K - $111K
|
1.42K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
183+ 8.85% |
$104K - $111K
|
2.25K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
182+ 0.4% |
$103K - $111K
|
45.2K
$27.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
180+ 33.52% |
$102K - $109K
|
717
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
176New |
$99.9K - $107K
|
176
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$97.1K - $104K
|
171
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
171+ 7.19% |
$97.1K - $104K
|
2.55K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
168+ 3.51% |
$95.4K - $102K
|
4.96K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
166+ 0.85% |
$94.3K - $101K
|
19.6K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165+ 0.73% |
$93.7K - $100K
|
22.8K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
164+ 2.48% |
$93.1K - $99.7K
|
6.79K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
164+ 1.57% |
$93.1K - $99.7K
|
10.6K
$6.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
162+ 2.19% |
$92K - $98.5K
|
7.57K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$98K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
162+ 1.42% |
$92K - $98.5K
|
11.6K
$7.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
162+ 10.07% |
$92K - $98.5K
|
1.77K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
157+ 13.86% |
$89.1K - $95.4K
|
1.29K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
157+ 3.62% |
$89.1K - $95.4K
|
4.49K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$88K - $94.2K
|
56.3K
$34M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
155+ 9.04% |
$88K - $94.2K
|
1.87K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
153+ 1.23% |
$86.9K - $93K
|
12.6K
$7.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
153+ 1.37% |
$86.9K - $93K
|
11.3K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
150+ 18.92% |
$85.2K - $91.2K
|
943
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
149+ 1.08% |
$84.6K - $90.6K
|
14K
$8.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
149+ 4.7% |
$84.6K - $90.6K
|
3.32K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
145+ 22.87% |
$82.3K - $88.1K
|
779
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
145+ 1.9% |
$82.3K - $88.1K
|
7.77K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
144+ 0.93% |
$81.8K - $87.5K
|
15.7K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
142+ 4.22% |
$80.6K - $86.3K
|
3.51K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
140+ 0.61% |
$79.5K - $85.1K
|
23.1K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
139+ 2.88% |
$78.9K - $84.5K
|
4.96K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
138+ 0.48% |
$78.4K - $83.9K
|
28.7K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
137+ 21.61% |
$77.8K - $83.3K
|
771
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
136+ 2.77% |
$77.2K - $82.7K
|
5.05K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
135+ 1.54% |
$76.7K - $82.1K
|
8.87K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
135+ 1.36% |
$76.7K - $82.1K
|
10.1K
$6.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
134+ 93.06% |
$76.1K - $81.4K
|
278
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
133+ 2.86% |
$75.5K - $80.8K
|
4.78K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
133+ 15.54% |
$75.5K - $80.8K
|
989
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
131+ 15.3% |
$74.4K - $79.6K
|
987
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
130+ 17.52% |
$73.8K - $79K
|
872
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
129+ 5.61% |
$73.2K - $78.4K
|
2.43K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
129+ 17.57% |
$73.2K - $78.4K
|
863
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
128+ 2.71% |
$72.7K - $77.8K
|
4.85K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
128+ 6.94% |
$72.7K - $77.8K
|
1.97K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
125+ 30.56% |
$71K - $76K
|
534
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
118+ 0.33% |
$67K - $71.7K
|
36K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
114+ 7.41% |
$64.7K - $69.3K
|
1.65K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
114+ 2.22% |
$64.7K - $69.3K
|
5.25K
$3.17M
|