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
$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
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.14K - $1.22K
|
5.11K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.33K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$1.14K - $1.22K
|
3.24K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7.01K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.04% |
$1.14K - $1.22K
|
5.19K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2+ 0.02% |
$1.14K - $1.22K
|
9.47K
$5.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.27% |
$1.14K - $1.22K
|
730
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.04K
$629K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.12% |
$568 - $608
|
853
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$568 - $608
|
219
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$568 - $608
|
350
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$568 - $608
|
398
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$568 - $608
|
1.63K
$984K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.28% |
$568 - $608
|
363
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$568 - $608
|
536
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1+ 0.22% |
$568 - $608
|
452
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$568 - $608
|
2.77K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.29% |
$568 - $608
|
350
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.3K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$568 - $608
|
433
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.26% |
$568 - $608
|
392
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
1.01K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.12% |
$568 - $608
|
821
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$568 - $608
|
375
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1+ 0.03% |
$568 - $608
|
3.74K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$568 - $608
|
893
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$568 - $608
|
3.83K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$568 - $608
|
941
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.2% |
$568 - $608
|
505
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 3.13% |
$568 - $608
|
33
$20K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.13% |
$568 - $608
|
746
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.21K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.14% |
$568 - $608
|
715
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1+ 0.03% |
$568 - $608
|
3.49K
$2.11M
|