Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
807
+ 7.1%
$458K - $491K
12.2K $7.65M
Jan 17, 2025 Q4 2024
Oxinas Partners Wealth Management LLC

BUY
 -
807
+ 6.14%
$458K - $491K
14K $8.76M
Feb 10, 2025 Q4 2024
Entrewealth, LLC

Austin, TX
BUY
 -
804
New
$457K - $489K
804 $505K
Feb 14, 2025 Q4 2024
Strive Asset Management, LLC

Dublin, OH
BUY
 -
804
New
$457K - $489K
804 $505K
Feb 06, 2025 Q4 2024
Sound Financial Strategies Group, LLC

BUY
 -
803
New
$456K - $488K
803 $504K
Feb 04, 2025 Q4 2024
Sabal Trust CO

BUY
 -
800
+ 7.33%
$454K - $486K
11.7K $7.35M
Feb 13, 2025 Q4 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
800
+ 22.54%
$454K - $486K
4.35K $2.73M
Feb 13, 2025 Q4 2024
Seeds Investor LLC

New York, NY
BUY
 -
800
+ 32.12%
$454K - $486K
3.29K $2.07M
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
798
+ 2.21%
$453K - $485K
36.8K $23.1M
Feb 06, 2025 Q4 2024
Kelly Financial Group LLC

Wethersfield, CT
BUY
 -
794
New
$451K - $483K
794 $499K
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
789
+ 15.72%
$448K - $480K
5.81K $3.65M
Jan 30, 2025 Q4 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
787
+ 5.77%
$447K - $478K
14.4K $9.06M
Feb 14, 2025 Q4 2024
Goldstream Capital Management LTD

BUY
 -
785
+ 92.35%
$446K - $477K
1.64K $1.03M
Feb 12, 2025 Q4 2024
Lm Advisors LLC

San Diego, CA
BUY
 -
779
+ 1.36%
$442K - $473K
58.2K $36.5M
Feb 04, 2025 Q4 2024
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
775
+ 19.67%
$440K - $471K
4.72K $2.96M
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
771
+ 5.21%
$438K - $469K
15.6K $9.78M
Jan 22, 2025 Q4 2024
Wade Financial Advisory, Inc

BUY
 -
770
+ 53.44%
$437K - $468K
2.21K $1.39M
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
770
+ 1.87%
$437K - $468K
41.9K $26.3M
Jun 11, 2025 Q4 2024
Kondo Wealth Advisors, Inc.

Pasadena, CA
BUY
 -
769
New
$437K - $467K
769 $483K
Jan 22, 2025 Q4 2024
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
766
+ 8.6%
$435K - $466K
9.68K $6.08M
Jan 21, 2025 Q4 2024
Narwhal Capital Management

BUY
 -
765
+ 64.78%
$434K - $465K
1.95K $1.22M
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
764
New
$434K - $464K
764 $480K
Feb 03, 2025 Q4 2024
Wealth Alliance

Mellville, NY
BUY
 -
762
+ 5.07%
$433K - $463K
15.8K $9.92M
Jan 24, 2025 Q4 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
761
+ 31.79%
$432K - $463K
3.16K $1.98M
Jan 31, 2025 Q4 2024
Legacy Solutions, LLC

Kennett Square, PA
BUY
 -
759
New
$431K - $461K
759 $477K
Jan 30, 2025 Q4 2024
Spectrum Wealth Advisory Group, LLC

BUY
 -
756
+ 12.61%
$429K - $460K
6.75K $4.24M
Jan 28, 2025 Q4 2024
Mezzasalma Advisors, LLC

BUY
 -
755
+ 75.42%
$429K - $459K
1.76K $1.1M
Feb 04, 2025 Q4 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
754
New
$428K - $458K
754 $474K
Jan 29, 2025 Q4 2024
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
752
+ 2.14%
$427K - $457K
35.8K $22.5M
Feb 10, 2025 Q4 2024
Jpl Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
752
+ 39.21%
$427K - $457K
2.67K $1.68M
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
751
+ 90.48%
$426K - $456K
1.58K $993K
Jan 30, 2025 Q4 2024
4 Thought Financial Group Inc.

BUY
 -
751
+ 0.91%
$426K - $456K
83.2K $52.3M
Jan 27, 2025 Q4 2024
Country Club Bank

BUY
 -
748
+ 2.34%
$425K - $455K
32.7K $20.6M
Feb 06, 2025 Q4 2024
Signify Wealth

BUY
 -
747
+ 6.85%
$424K - $454K
11.6K $7.31M
Feb 14, 2025 Q4 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
747
+ 14.95%
$424K - $454K
5.74K $3.61M
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
744
+ 30.27%
$422K - $452K
3.2K $2.01M
Feb 03, 2025 Q4 2024
Timonier Family Office, Ltd.

Winston Salem, NC
BUY
 -
743
New
$422K - $452K
743 $467K
Feb 13, 2025 Q4 2024
Executive Wealth Management, LLC

BUY
 -
743
+ 14.04%
$422K - $452K
6.04K $3.79M
Jan 23, 2025 Q4 2024
Old Second National Bank Of Aurora

BUY
 -
739
+ 7.13%
$420K - $449K
11.1K $6.98M
Jan 22, 2025 Q4 2024
Eaton Cambridge Inc.

Phoenix, AZ
BUY
 -
735
New
$417K - $447K
735 $462K
Jan 27, 2025 Q4 2024
Oakworth Capital, Inc.

BUY
 -
735
+ 2.42%
$417K - $447K
31.1K $19.5M
Jan 29, 2025 Q4 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
735
+ 64.87%
$417K - $447K
1.87K $1.17M
Jan 30, 2025 Q4 2024
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
733
+ 62.54%
$416K - $446K
1.91K $1.2M
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
729
+ 2.62%
$414K - $443K
28.5K $17.9M
Feb 14, 2025 Q4 2024
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
728
+ 1.18%
$413K - $442K
62.3K $39.1M
Jan 29, 2025 Q4 2024
Capital Wealth Alliance, LLC

BUY
 -
727
+ 11.32%
$413K - $442K
7.15K $4.49M
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
724
+ 1.4%
$411K - $440K
52.4K $32.9M
Jan 15, 2025 Q4 2024
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
721
+ 206.59%
$409K - $438K
1.07K $672K
Jan 28, 2025 Q4 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
721
+ 31.04%
$409K - $438K
3.04K $1.91M

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