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 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
50+ 0.6% |
$28.4K - $30.4K
|
8.41K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 1.77% |
$28.4K - $30.4K
|
2.87K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
50+ 1.93% |
$28.4K - $30.4K
|
2.65K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50+ 40.32% |
$28.4K - $30.4K
|
174
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.18% |
$27.8K - $29.8K
|
26.9K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 4.88% |
$27.3K - $29.2K
|
1.03K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.47% |
$24.4K - $26.1K
|
9.19K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$6.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 6.91% |
$23.3K - $24.9K
|
634
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
41+ 1.52% |
$23.3K - $24.9K
|
2.75K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 0.68% |
$22.7K - $24.3K
|
5.95K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.16% |
$22.7K - $24.3K
|
24.3K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.78% |
$22.1K - $23.7K
|
5.06K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.54% |
$22.1K - $23.7K
|
2.57K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 0.54% |
$22.1K - $23.7K
|
7.21K
$4.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38+ 1.84% |
$21.6K - $23.1K
|
2.11K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
38+ 1.41% |
$21.6K - $23.1K
|
2.73K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
36+ 3.81% |
$20.4K - $21.9K
|
981
$588K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 5.88% |
$20.4K - $21.9K
|
648
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.28% |
$20.4K - $21.9K
|
13K
$7.79M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
36+ 0.37% |
$20.4K - $21.9K
|
9.64K
$5.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
36+ 0.74% |
$20.4K - $21.9K
|
4.93K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
35+ 0.92% |
$19.9K - $21.3K
|
3.82K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
35+ 1.65% |
$19.9K - $21.3K
|
2.16K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
34+ 0.45% |
$19.3K - $20.7K
|
7.65K
$4.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 5.27% |
$18.2K - $19.4K
|
639
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
32+ 0.5% |
$18.2K - $19.4K
|
6.44K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
31+ 1.77% |
$17.6K - $18.8K
|
1.78K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.16% |
$17.6K - $18.8K
|
19K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30+ 1.56% |
$17K - $18.2K
|
1.96K
$1.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 3.42% |
$16.5K - $17.6K
|
878
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
29+ 2.45% |
$16.5K - $17.6K
|
1.21K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
28+ 0.21% |
$15.9K - $17K
|
13.6K
$8.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
28+ 1.77% |
$15.9K - $17K
|
1.61K
$964K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 1.28% |
$14.8K - $15.8K
|
2.06K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
26+ 0.4% |
$14.8K - $15.8K
|
6.5K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$14.2K - $15.2K
|
8.24K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.7% |
$14.2K - $15.2K
|
1.5K
$896K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$13.6K - $14.6K
|
8.86K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
24+ 3.73% |
$13.6K - $14.6K
|
667
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.14% |
$13.6K - $14.6K
|
16.6K
$9.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
24+ 0.6% |
$13.6K - $14.6K
|
4K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23+ 2.93% |
$13.1K - $14K
|
808
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
23+ 0.53% |
$13.1K - $14K
|
4.39K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
23+ 6.39% |
$13.1K - $14K
|
383
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.52% |
$13.1K - $14K
|
1.53K
$919K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 0.73% |
$11.4K - $12.2K
|
2.76K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
20+ 0.34% |
$11.4K - $12.2K
|
5.93K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
20+ 0.15% |
$11.4K - $12.2K
|
13.6K
$8.16M
|