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
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.62% |
$7.38K - $7.9K
|
509
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
13+ 0.65% |
$7.38K - $7.9K
|
2.03K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
13+ 0.07% |
$7.38K - $7.9K
|
19.4K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
13+ 1.35% |
$7.38K - $7.9K
|
978
$614K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13+ 0.41% |
$7.38K - $7.9K
|
3.21K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
13+ 433.33% |
$7.38K - $7.9K
|
16
$10K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
12+ 0.2% |
$6.81K - $7.29K
|
5.99K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12+ 0.51% |
$6.81K - $7.29K
|
2.35K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 0.21% |
$6.81K - $7.29K
|
5.68K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.42% |
$6.81K - $7.29K
|
2.9K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.08% |
$6.81K - $7.29K
|
15.5K
$9.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.3% |
$6.81K - $7.29K
|
3.97K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
12+ 0.28% |
$6.81K - $7.29K
|
4.26K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
12+ 0.02% |
$6.81K - $7.29K
|
64.2K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
12+ 0.26% |
$6.81K - $7.29K
|
4.59K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
12+ 1.32% |
$6.81K - $7.29K
|
919
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$6.81K - $7.29K
|
7.6K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11+ 0.1% |
$6.25K - $6.69K
|
10.8K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11+ 0.3% |
$6.25K - $6.69K
|
3.69K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
11+ 2.53% |
$6.25K - $6.69K
|
445
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.25% |
$6.25K - $6.69K
|
4.37K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
10+ 0.38% |
$5.68K - $6.08K
|
2.65K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.19% |
$5.68K - $6.08K
|
5.3K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10+ 0.54% |
$5.68K - $6.08K
|
1.86K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.12% |
$5.68K - $6.08K
|
901
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
10+ 1.08% |
$5.68K - $6.08K
|
935
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.14% |
$5.68K - $6.08K
|
6.95K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$76K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$76K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 1.65% |
$5.68K - $6.08K
|
616
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.28% |
$5.68K - $6.08K
|
3.54K
$2.23M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10+ 2.07% |
$5.68K - $6.08K
|
492
$309K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
10+ 2.86% |
$5.68K - $6.08K
|
360
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 1.41% |
$5.11K - $5.47K
|
649
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9+ 0.58% |
$5.11K - $5.47K
|
1.57K
$987K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9+ 1.84% |
$5.11K - $5.47K
|
498
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9+ 0.75% |
$5.11K - $5.47K
|
1.21K
$761K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9+ 0.23% |
$5.11K - $5.47K
|
3.87K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$5.11K - $5.47K
|
5.37K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
9+ 0.44% |
$5.11K - $5.47K
|
2.07K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9+ 0.4% |
$5.11K - $5.47K
|
2.25K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
9+ 0.07% |
$5.11K - $5.47K
|
12.7K
$7.99M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8+ 1.01% |
$4.54K - $4.86K
|
798
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.66K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.67K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
8+ 1.67% |
$4.54K - $4.86K
|
486
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8+ 0.24% |
$4.54K - $4.86K
|
3.31K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7+ 0.09% |
$3.97K - $4.25K
|
7.49K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
7+ 1.01% |
$3.97K - $4.25K
|
703
$442K
|