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 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.02K+ 5.52% |
$576K - $617K
|
19.4K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.01K+ 17.88% |
$573K - $613K
|
6.65K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1K+ 11.25% |
$569K - $609K
|
9.91K
$5.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
994+ 2.83% |
$564K - $604K
|
36.2K
$21.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
991+ 1.94% |
$563K - $602K
|
52.1K
$31.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
986+ 161.11% |
$560K - $599K
|
1.6K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
984+ 4.21% |
$559K - $598K
|
24.4K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
982+ 8.66% |
$558K - $597K
|
12.3K
$7.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
965+ 3.86% |
$548K - $587K
|
26K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
957New |
$543K - $582K
|
957
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
957New |
$543K - $582K
|
957
$579K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
956+ 36.41% |
$543K - $581K
|
3.58K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
949+ 7.86% |
$539K - $577K
|
13K
$7.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
936+ 10.91% |
$531K - $569K
|
9.52K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
933New |
$530K - $567K
|
933
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
926+ 0.51% |
$526K - $563K
|
183K
$111M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
925+ 1.47% |
$525K - $562K
|
63.9K
$38.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
924+ 21.08% |
$525K - $562K
|
5.31K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
920+ 7.14% |
$522K - $559K
|
13.8K
$8.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
917+ 5.29% |
$521K - $557K
|
18.3K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
907+ 0.45% |
$515K - $551K
|
203K
$123M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
894New |
$508K - $543K
|
894
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
894+ 1.63% |
$508K - $543K
|
55.9K
$33.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
884+ 24.85% |
$502K - $537K
|
4.44K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
880+ 28.83% |
$500K - $535K
|
3.93K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
876+ 1.62% |
$497K - $532K
|
55.1K
$33.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
876+ 29.06% |
$497K - $532K
|
3.89K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
868+ 98.08% |
$493K - $528K
|
1.75K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
847+ 3.23% |
$481K - $515K
|
27.1K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
843+ 0.32% |
$479K - $512K
|
261K
$158M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
842+ 11.55% |
$478K - $512K
|
8.13K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
835New |
$474K - $508K
|
835
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
822+ 11.65% |
$467K - $500K
|
7.88K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
813+ 0.61% |
$462K - $494K
|
134K
$80.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
809+ 2.26% |
$459K - $492K
|
36.6K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
807+ 7.1% |
$458K - $491K
|
12.2K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
807+ 6.14% |
$458K - $491K
|
14K
$8.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
798+ 2.21% |
$453K - $485K
|
36.8K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
791+ 30.91% |
$449K - $481K
|
3.35K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
789+ 15.72% |
$448K - $480K
|
5.81K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
787+ 5.77% |
$447K - $478K
|
14.4K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
770+ 53.44% |
$437K - $468K
|
2.21K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
770+ 1.87% |
$437K - $468K
|
41.9K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
766+ 8.6% |
$435K - $466K
|
9.68K
$5.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
765+ 64.78% |
$434K - $465K
|
1.95K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
761+ 31.79% |
$432K - $463K
|
3.16K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
756+ 12.61% |
$429K - $460K
|
6.75K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
755+ 75.42% |
$429K - $459K
|
1.76K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
752+ 2.14% |
$427K - $457K
|
35.8K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
751+ 90.48% |
$426K - $456K
|
1.58K
$957K
|