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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$5.11K - $5.47K
|
5.37K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
9+ 0.44% |
$5.11K - $5.47K
|
2.07K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9+ 0.4% |
$5.11K - $5.47K
|
2.25K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8+ 1.01% |
$4.54K - $4.86K
|
798
$483K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.66K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.67K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
8+ 1.67% |
$4.54K - $4.86K
|
486
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7+ 0.09% |
$3.97K - $4.25K
|
7.49K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
7+ 1.01% |
$3.97K - $4.25K
|
703
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
7+ 0.24% |
$3.97K - $4.25K
|
2.92K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.3% |
$3.97K - $4.25K
|
2.33K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.33% |
$3.41K - $3.65K
|
1.85K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.14% |
$3.41K - $3.65K
|
4.37K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.41K - $3.65K
|
9.33K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.24% |
$3.41K - $3.65K
|
2.52K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$3.41K - $3.65K
|
1.83K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.07% |
$3.41K - $3.65K
|
8.66K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.45% |
$3.41K - $3.65K
|
419
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.27% |
$3.41K - $3.65K
|
2.26K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5+ 0.24% |
$2.84K - $3.04K
|
2.05K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
5+ 0.41% |
$2.84K - $3.04K
|
1.22K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5+ 1.0% |
$2.84K - $3.04K
|
504
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.51% |
$2.84K - $3.04K
|
982
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.84K - $3.04K
|
1.57K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5+ 3.94% |
$2.84K - $3.04K
|
132
$79.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5+ 0.01% |
$2.84K - $3.04K
|
91.4K
$55.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.34% |
$2.84K - $3.04K
|
1.47K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.21% |
$2.27K - $2.43K
|
1.87K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4+ 0.31% |
$2.27K - $2.43K
|
1.3K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4+ 0.78% |
$2.27K - $2.43K
|
514
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$2.27K - $2.43K
|
1.65K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.13% |
$2.27K - $2.43K
|
3.15K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4+ 0.38% |
$2.27K - $2.43K
|
1.05K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.99% |
$2.27K - $2.43K
|
410
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.13% |
$2.27K - $2.43K
|
3.03K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.38% |
$2.27K - $2.43K
|
1.07K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.27K - $2.43K
|
701
$424K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3+ 0.11% |
$1.7K - $1.82K
|
2.77K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
3+ 0.44% |
$1.7K - $1.82K
|
684
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.57% |
$1.7K - $1.82K
|
533
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.06% |
$1.7K - $1.82K
|
4.74K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$1.7K - $1.82K
|
2.22K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.11K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3+ 0.3% |
$1.7K - $1.82K
|
1K
$605K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.14K - $1.22K
|
1.17K
$710K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2+ 0.22% |
$1.14K - $1.22K
|
909
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$1.14K - $1.22K
|
3.48K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.04K
$630K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.04% |
$1.14K - $1.22K
|
4.59K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.47% |
$1.14K - $1.22K
|
432
$261K
|