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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.67% |
$173K - $185K
|
45.9K
$27.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
303+ 54.2% |
$172K - $184K
|
862
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
302+ 9.41% |
$171K - $184K
|
3.51K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301New |
$171K - $183K
|
301
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
301+ 46.09% |
$171K - $183K
|
954
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
299+ 3.78% |
$170K - $182K
|
8.2K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
299+ 4.84% |
$170K - $182K
|
6.48K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
299+ 1.23% |
$170K - $182K
|
24.6K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
296+ 5.26% |
$168K - $180K
|
5.92K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
296+ 2.85% |
$168K - $180K
|
10.7K
$6.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
296+ 0.27% |
$168K - $180K
|
111K
$67.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
296+ 30.45% |
$168K - $180K
|
1.27K
$769K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
294+ 2.81% |
$167K - $179K
|
10.8K
$6.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
294+ 2.58% |
$167K - $179K
|
11.7K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
290+ 15.81% |
$165K - $176K
|
2.12K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
290+ 11.79% |
$165K - $176K
|
2.75K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
290+ 4.36% |
$165K - $176K
|
6.94K
$4.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
290+ 1.02% |
$165K - $176K
|
28.9K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
289+ 11.84% |
$164K - $176K
|
2.73K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
288+ 25.07% |
$164K - $175K
|
1.44K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
286+ 1.08% |
$162K - $174K
|
26.7K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
286+ 3.98% |
$162K - $174K
|
7.48K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
283+ 1.58% |
$161K - $172K
|
18.2K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
283+ 4.22% |
$161K - $172K
|
6.99K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
282+ 10.25% |
$160K - $171K
|
3.03K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
278+ 0.37% |
$158K - $169K
|
75.1K
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
274+ 2.67% |
$156K - $167K
|
10.5K
$6.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
271+ 0.66% |
$154K - $165K
|
41.5K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
269+ 9.82% |
$153K - $164K
|
3.01K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
268+ 28.51% |
$152K - $163K
|
1.21K
$732K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
268+ 1.99% |
$152K - $163K
|
13.7K
$8.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
266+ 1.09% |
$151K - $162K
|
24.8K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
263+ 10.62% |
$149K - $160K
|
2.74K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
262+ 33.68% |
$149K - $159K
|
1.04K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
262+ 9.25% |
$149K - $159K
|
3.09K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
260+ 6.54% |
$148K - $158K
|
4.24K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 2.05% |
$148K - $158K
|
12.9K
$7.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
258+ 4.06% |
$146K - $157K
|
6.62K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
257+ 2.01% |
$146K - $156K
|
13.1K
$7.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
256+ 6.61% |
$145K - $156K
|
4.13K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
256+ 1.32% |
$145K - $156K
|
19.6K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
256+ 5.0% |
$145K - $156K
|
5.37K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
255+ 14.88% |
$145K - $155K
|
1.97K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
254+ 2.13% |
$144K - $154K
|
12.2K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
252+ 12.27% |
$143K - $153K
|
2.31K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
251+ 42.54% |
$143K - $153K
|
841
$510K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
250+ 8.63% |
$142K - $152K
|
3.15K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
244+ 12.04% |
$139K - $148K
|
2.27K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
243+ 4.68% |
$138K - $148K
|
5.43K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
240+ 18.56% |
$136K - $146K
|
1.53K
$929K
|