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 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
20+ 0.15% |
$11.4K - $12.2K
|
13.6K
$8.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20+ 3.45% |
$11.4K - $12.2K
|
599
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.33% |
$11.4K - $12.2K
|
6.07K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
20+ 3.19% |
$11.4K - $12.2K
|
646
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
20+ 11.17% |
$11.4K - $12.2K
|
199
$125K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.32% |
$11.4K - $12.2K
|
6.29K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 2.78% |
$10.8K - $11.5K
|
703
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
19+ 0.2% |
$10.8K - $11.5K
|
9.41K
$5.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19+ 0.11% |
$10.8K - $11.5K
|
16.9K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
18+ 0.62% |
$10.2K - $10.9K
|
2.9K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
18+ 0.06% |
$10.2K - $10.9K
|
30.4K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
18+ 1.87% |
$10.2K - $10.9K
|
983
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.49% |
$10.2K - $10.9K
|
3.72K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
18+ 0.93% |
$10.2K - $10.9K
|
1.95K
$1.22M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
18+ 2.22% |
$10.2K - $10.9K
|
828
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
17+ 1.68% |
$9.65K - $10.3K
|
1.03K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 0.62% |
$9.65K - $10.3K
|
2.76K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
17+ 0.19% |
$9.65K - $10.3K
|
9.09K
$5.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
17+ 0.29% |
$9.65K - $10.3K
|
5.96K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
17+ 0.26% |
$9.65K - $10.3K
|
6.47K
$4.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.28% |
$9.08K - $9.72K
|
5.73K
$3.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16+ 0.18% |
$9.08K - $9.72K
|
8.79K
$5.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 1.01% |
$9.08K - $9.72K
|
1.6K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16+ 7.55% |
$9.08K - $9.72K
|
228
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
16+ 2.25% |
$9.08K - $9.72K
|
726
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 1.64% |
$9.08K - $9.72K
|
994
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.01% |
$9.08K - $9.72K
|
185K
$116M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.96% |
$9.08K - $9.72K
|
1.68K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 4.2% |
$8.52K - $9.12K
|
372
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 1.73% |
$8.52K - $9.12K
|
881
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
15+ 0.35% |
$8.52K - $9.12K
|
4.31K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
15+ 0.21% |
$8.52K - $9.12K
|
7.07K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 1.82% |
$8.52K - $9.12K
|
837
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
15+ 1.63% |
$8.52K - $9.12K
|
934
$587K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 1.65% |
$8.52K - $9.12K
|
925
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.39% |
$8.52K - $9.12K
|
1.1K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.91% |
$8.52K - $9.12K
|
1.67K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$8.52K - $9.12K
|
34K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.11% |
$8.52K - $9.12K
|
13.9K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
15+ 1.83% |
$8.52K - $9.12K
|
836
$525K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14+ 0.41% |
$7.95K - $8.51K
|
3.41K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14+ 0.63% |
$7.95K - $8.51K
|
2.24K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
14+ 1.04% |
$7.95K - $8.51K
|
1.36K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.11% |
$7.95K - $8.51K
|
12.8K
$8.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14+ 0.54% |
$7.95K - $8.51K
|
2.62K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 1.77% |
$7.95K - $8.51K
|
803
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.19% |
$7.95K - $8.51K
|
1.19K
$749K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 0.98% |
$7.95K - $8.51K
|
1.44K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14+ 2.75% |
$7.95K - $8.51K
|
524
$329K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.49% |
$7.95K - $8.51K
|
2.86K
$1.8M
|