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 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11+ 0.1% |
$6.25K - $6.69K
|
10.8K
$6.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11+ 0.3% |
$6.25K - $6.69K
|
3.69K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
11+ 2.53% |
$6.25K - $6.69K
|
445
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.25% |
$6.25K - $6.69K
|
4.37K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.19% |
$5.68K - $6.08K
|
5.3K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10+ 0.54% |
$5.68K - $6.08K
|
1.86K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.12% |
$5.68K - $6.08K
|
901
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
10+ 1.08% |
$5.68K - $6.08K
|
935
$567K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 1.41% |
$5.11K - $5.47K
|
649
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9+ 0.58% |
$5.11K - $5.47K
|
1.57K
$953K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9+ 1.84% |
$5.11K - $5.47K
|
498
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9+ 0.75% |
$5.11K - $5.47K
|
1.21K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9+ 0.23% |
$5.11K - $5.47K
|
3.87K
$2.35M
|
|
|
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
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
9+ 0.07% |
$5.11K - $5.47K
|
12.7K
$7.72M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8+ 1.01% |
$4.54K - $4.86K
|
798
$484K
|
|
|
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
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
8+ 1.67% |
$4.54K - $4.86K
|
486
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8+ 0.24% |
$4.54K - $4.86K
|
3.31K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7+ 0.09% |
$3.97K - $4.25K
|
7.49K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
7+ 1.01% |
$3.97K - $4.25K
|
703
$426K
|
|
|
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 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
7+ 1.2% |
$3.97K - $4.25K
|
590
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7+ 0.16% |
$3.97K - $4.25K
|
4.45K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7+ 0.13% |
$3.97K - $4.25K
|
5.42K
$3.29M
|
|
|
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
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.41K - $3.65K
|
9.33K
$5.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.24% |
$3.41K - $3.65K
|
2.52K
$1.53M
|
|
|
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
$5.25M
|
|
|
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
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
5+ 0.41% |
$2.84K - $3.04K
|
1.22K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5+ 1.0% |
$2.84K - $3.04K
|
504
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.51% |
$2.84K - $3.04K
|
982
$595K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.84K - $3.04K
|
1.57K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5+ 3.94% |
$2.84K - $3.04K
|
132
$80K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5+ 0.01% |
$2.84K - $3.04K
|
91.4K
$55.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.34% |
$2.84K - $3.04K
|
1.47K
$893K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
5+ 0.28% |
$2.84K - $3.04K
|
1.76K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.84K - $3.04K
|
1.68K
$1.02M
|
|
|
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
$790K
|