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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.45K+ 10.97% |
$3.09M - $3.31M
|
55.1K
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.44K+ 11.66% |
$3.09M - $3.3M
|
52K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.42KNew |
$3.07M - $3.29M
|
5.42K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.38K+ 6.53% |
$3.05M - $3.27M
|
87.7K
$52M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
5.33K+ 12.97% |
$3.03M - $3.24M
|
46.5K
$27.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.32K+ 6.12% |
$3.02M - $3.23M
|
92.2K
$54.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.27K+ 9.33% |
$2.99M - $3.2M
|
61.7K
$36.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.26K+ 5.0% |
$2.98M - $3.19M
|
110K
$65.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.17K+ 7.59% |
$2.93M - $3.14M
|
73.2K
$43.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.16KNew |
$2.93M - $3.14M
|
5.16K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
5.16K+ 31.9% |
$2.93M - $3.13M
|
21.3K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
5.13KNew |
$2.91M - $3.12M
|
5.13K
$3.04M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
5.1K+ 48.81% |
$2.9M - $3.1M
|
15.6K
$9.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.1K+ 4.56% |
$2.89M - $3.1M
|
117K
$69.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5.09K+ 4.98% |
$2.89M - $3.1M
|
107K
$63.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.08KNew |
$2.89M - $3.09M
|
5.08K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.07K+ 43.0% |
$2.88M - $3.08M
|
16.9K
$9.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.05KNew |
$2.87M - $3.07M
|
5.05K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 11.04% |
$2.83M - $3.03M
|
50.1K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.95K+ 4.12% |
$2.81M - $3.01M
|
125K
$74.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
4.94KNew |
$2.81M - $3.01M
|
4.94K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.9K+ 2.88% |
$2.78M - $2.98M
|
175K
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.89K+ 29.84% |
$2.78M - $2.97M
|
21.3K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.88KNew |
$2.77M - $2.97M
|
4.88K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.81K+ 7.99% |
$2.73M - $2.92M
|
65K
$38.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.81KNew |
$2.73M - $2.92M
|
4.81K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.8KNew |
$2.73M - $2.92M
|
4.8K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.77K+ 54.91% |
$2.71M - $2.9M
|
13.4K
$7.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.73K+ 3.29% |
$2.68M - $2.87M
|
149K
$88.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$2.67M - $2.86M
|
4.71K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.67KNew |
$2.65M - $2.84M
|
4.67K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
4.53KNew |
$2.57M - $2.75M
|
4.53K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.49K+ 4.26% |
$2.55M - $2.73M
|
110K
$65.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44KNew |
$2.52M - $2.7M
|
4.44K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.43K+ 1.75% |
$2.51M - $2.69M
|
258K
$153M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.4K+ 1.46% |
$2.5M - $2.67M
|
305K
$181M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.4K+ 3.94% |
$2.5M - $2.67M
|
116K
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.38KNew |
$2.49M - $2.66M
|
4.38K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.37KNew |
$2.48M - $2.66M
|
4.37K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.36K+ 118.01% |
$2.47M - $2.65M
|
8.05K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.35K+ 86.63% |
$2.47M - $2.64M
|
9.37K
$5.55M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.33KNew |
$2.46M - $2.63M
|
4.33K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
4.33K+ 118.44% |
$2.46M - $2.63M
|
7.98K
$4.73M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
4.33KNew |
$2.46M - $2.63M
|
4.33K
$2.56M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.33K+ 36.23% |
$2.46M - $2.63M
|
16.3K
$9.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.32KNew |
$2.45M - $2.62M
|
4.32K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.31K+ 34.12% |
$2.45M - $2.62M
|
16.9K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 11.9% |
$2.43M - $2.6M
|
40.2K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
4.28KNew |
$2.43M - $2.6M
|
4.28K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.27K+ 9.53% |
$2.42M - $2.59M
|
49.1K
$29.1M
|