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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
179+ 3.41% |
$102K - $109K
|
5.42K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
179+ 28.32% |
$102K - $109K
|
811
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
178+ 11.9% |
$101K - $108K
|
1.67K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
178+ 44.06% |
$101K - $108K
|
582
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
177+ 19.22% |
$101K - $108K
|
1.1K
$690K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
177New |
$101K - $108K
|
177
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
176New |
$99.9K - $107K
|
176
$111K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
176New |
$99.9K - $107K
|
176
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
175+ 5.15% |
$99.4K - $106K
|
3.57K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
174+ 7.83% |
$98.8K - $106K
|
2.4K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
172+ 0.85% |
$97.7K - $105K
|
20.5K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$97.1K - $104K
|
171
$107K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
171+ 7.19% |
$97.1K - $104K
|
2.55K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
171+ 21.01% |
$97.1K - $104K
|
985
$619K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
171New |
$97.1K - $104K
|
171
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
170+ 6.44% |
$96.5K - $103K
|
2.81K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
168+ 3.51% |
$95.4K - $102K
|
4.96K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 23.29% |
$94.8K - $102K
|
884
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
167+ 0.61% |
$94.8K - $102K
|
27.4K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
166+ 0.85% |
$94.3K - $101K
|
19.6K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165+ 0.73% |
$93.7K - $100K
|
22.8K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
165+ 0.15% |
$93.7K - $100K
|
109K
$68.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
165+ 0.3% |
$93.7K - $100K
|
55.7K
$35M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
164+ 2.48% |
$93.1K - $99.7K
|
6.79K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
164+ 1.57% |
$93.1K - $99.7K
|
10.6K
$6.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
164+ 60.74% |
$93.1K - $99.7K
|
434
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
164+ 3.73% |
$93.1K - $99.7K
|
4.56K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
162+ 2.19% |
$92K - $98.5K
|
7.57K
$4.75M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
162+ 1.42% |
$92K - $98.5K
|
11.6K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
162+ 10.07% |
$92K - $98.5K
|
1.77K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
158New |
$89.7K - $96K
|
158
$99.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
157+ 13.86% |
$89.1K - $95.4K
|
1.29K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
157+ 3.62% |
$89.1K - $95.4K
|
4.49K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$88K - $94.2K
|
56.3K
$35.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
155+ 9.04% |
$88K - $94.2K
|
1.87K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
155+ 8.18% |
$88K - $94.2K
|
2.05K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
154+ 3.7% |
$87.4K - $93.6K
|
4.32K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
154+ 5.04% |
$87.4K - $93.6K
|
3.21K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
153+ 1.23% |
$86.9K - $93K
|
12.6K
$7.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
153+ 1.37% |
$86.9K - $93K
|
11.3K
$7.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
153+ 0.79% |
$86.9K - $93K
|
19.6K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
153+ 0.16% |
$86.9K - $93K
|
95.5K
$60M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
152+ 6.68% |
$86.3K - $92.4K
|
2.43K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
152+ 24.96% |
$86.3K - $92.4K
|
761
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
150+ 18.92% |
$85.2K - $91.2K
|
943
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
150+ 21.83% |
$85.2K - $91.2K
|
837
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
149+ 1.08% |
$84.6K - $90.6K
|
14K
$8.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
149+ 4.7% |
$84.6K - $90.6K
|
3.32K
$2.08M
|