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 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
751+ 0.91% |
$426K - $456K
|
83.2K
$50.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
748+ 2.34% |
$425K - $455K
|
32.7K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
744+ 30.27% |
$422K - $452K
|
3.2K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
739+ 7.13% |
$420K - $449K
|
11.1K
$6.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
735New |
$417K - $447K
|
735
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
735+ 2.42% |
$417K - $447K
|
31.1K
$18.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
735+ 64.87% |
$417K - $447K
|
1.87K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
733+ 62.54% |
$416K - $446K
|
1.91K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
727+ 11.32% |
$413K - $442K
|
7.15K
$4.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
721+ 206.59% |
$409K - $438K
|
1.07K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
721+ 31.04% |
$409K - $438K
|
3.04K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
719+ 5.83% |
$408K - $437K
|
13.1K
$7.9M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
716+ 3.03% |
$407K - $435K
|
24.3K
$14.7M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
714New |
$405K - $434K
|
714
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
713+ 5.67% |
$405K - $433K
|
13.3K
$8.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
712+ 16.77% |
$404K - $433K
|
4.96K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
705+ 1.88% |
$400K - $429K
|
38.2K
$23.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
704New |
$400K - $428K
|
704
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
692+ 15.38% |
$393K - $421K
|
5.19K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
688+ 2.33% |
$391K - $418K
|
30.3K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
685+ 10.79% |
$389K - $416K
|
7.03K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
677+ 7.21% |
$384K - $411K
|
10.1K
$6.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
670+ 2.54% |
$380K - $407K
|
27K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 2.69% |
$378K - $404K
|
25.4K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658+ 1.72% |
$374K - $400K
|
38.8K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
655+ 10.03% |
$372K - $398K
|
7.19K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
640+ 1.15% |
$363K - $389K
|
56.5K
$34.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
621+ 88.84% |
$353K - $377K
|
1.32K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
620+ 5.42% |
$352K - $377K
|
12.1K
$7.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
619+ 2.13% |
$351K - $376K
|
29.7K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
618+ 4.57% |
$351K - $376K
|
14.2K
$8.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
618+ 3.29% |
$351K - $376K
|
19.4K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
603New |
$342K - $367K
|
603
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
600New |
$341K - $365K
|
600
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
600New |
$341K - $365K
|
600
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
589+ 3.68% |
$334K - $358K
|
16.6K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
587+ 19.3% |
$333K - $357K
|
3.63K
$2.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
584+ 1.09% |
$332K - $355K
|
54.4K
$32.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
563New |
$320K - $342K
|
563
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
556+ 42.48% |
$316K - $338K
|
1.87K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
554+ 15.47% |
$315K - $337K
|
4.14K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
545+ 10.27% |
$309K - $331K
|
5.85K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
545New |
$309K - $331K
|
545
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
543New |
$308K - $330K
|
543
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
540+ 88.96% |
$307K - $328K
|
1.15K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
537+ 60.34% |
$305K - $326K
|
1.43K
$863K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
536+ 2.78% |
$304K - $326K
|
19.8K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
531+ 86.48% |
$302K - $323K
|
1.15K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
531+ 8.1% |
$302K - $323K
|
7.09K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
528+ 0.77% |
$300K - $321K
|
68.9K
$41.7M
|