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 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
524+ 27.18% |
$298K - $318K
|
2.45K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
517+ 51.44% |
$294K - $314K
|
1.52K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
513New |
$291K - $312K
|
513
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
511+ 1.09% |
$290K - $311K
|
47.3K
$28.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
504+ 2.65% |
$286K - $306K
|
19.5K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$284K - $304K
|
500
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
499+ 29.68% |
$283K - $303K
|
2.18K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
488New |
$277K - $297K
|
488
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
484New |
$275K - $294K
|
484
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
482+ 3.16% |
$274K - $293K
|
15.7K
$9.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
478+ 2.35% |
$271K - $291K
|
20.9K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
478+ 7.37% |
$271K - $291K
|
6.96K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
475+ 3.32% |
$270K - $289K
|
14.8K
$8.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
475+ 1.63% |
$270K - $289K
|
29.7K
$18M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
474+ 11.28% |
$269K - $288K
|
4.68K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
470+ 8.89% |
$267K - $286K
|
5.76K
$3.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
466+ 189.43% |
$265K - $283K
|
712
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
464+ 7.12% |
$263K - $282K
|
6.98K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
463+ 12.15% |
$263K - $281K
|
4.28K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
460New |
$261K - $280K
|
460
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
459+ 22.12% |
$261K - $279K
|
2.53K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
458+ 2.41% |
$260K - $278K
|
19.5K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
457+ 14.7% |
$259K - $278K
|
3.57K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
448+ 7.64% |
$254K - $272K
|
6.31K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
443+ 3.69% |
$252K - $269K
|
12.4K
$7.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
441New |
$250K - $268K
|
441
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
437New |
$248K - $266K
|
437
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
432+ 1.18% |
$245K - $263K
|
37K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
432+ 4.84% |
$245K - $263K
|
9.35K
$5.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
430+ 7.29% |
$244K - $261K
|
6.33K
$3.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
425+ 17.87% |
$241K - $258K
|
2.8K
$1.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
424+ 1.06% |
$241K - $258K
|
40.4K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
423+ 92.16% |
$240K - $257K
|
882
$534K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
419+ 13.04% |
$238K - $255K
|
3.63K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
417+ 0.69% |
$237K - $253K
|
60.9K
$36.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
414New |
$235K - $252K
|
414
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
411+ 131.73% |
$233K - $250K
|
723
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
410New |
$233K - $249K
|
410
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
410+ 6.35% |
$233K - $249K
|
6.87K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
409+ 2.99% |
$232K - $249K
|
14.1K
$8.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
408New |
$232K - $248K
|
408
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
402+ 3.88% |
$228K - $244K
|
10.8K
$6.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
401New |
$228K - $244K
|
401
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 0.21% |
$227K - $243K
|
191K
$115M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
397New |
$225K - $241K
|
397
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
395+ 17.75% |
$224K - $240K
|
2.62K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
395New |
$224K - $240K
|
395
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
394+ 14.16% |
$224K - $239K
|
3.18K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
394+ 12.44% |
$224K - $239K
|
3.56K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
394New |
$224K - $239K
|
394
$238K
|