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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.23KNew |
$2.4M - $2.57M
|
4.23K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.23K+ 11.95% |
$2.4M - $2.57M
|
39.6K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$2.39M - $2.56M
|
4.21K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.19K+ 21.83% |
$2.38M - $2.55M
|
23.4K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.17KNew |
$2.37M - $2.54M
|
4.17K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
4.17K+ 14.9% |
$2.37M - $2.53M
|
32.2K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
4.16K+ 13.25% |
$2.36M - $2.53M
|
35.6K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 12.37% |
$2.36M - $2.53M
|
37.8K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 36.14% |
$2.35M - $2.51M
|
15.6K
$9.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.13K+ 3.22% |
$2.35M - $2.51M
|
132K
$78.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
4.12K+ 62.53% |
$2.34M - $2.51M
|
10.7K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 97.57% |
$2.33M - $2.49M
|
8.3K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.09KNew |
$2.32M - $2.49M
|
4.09K
$2.42M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
4.03KNew |
$2.29M - $2.45M
|
4.03K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
4.01K+ 179.89% |
$2.28M - $2.44M
|
6.24K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4K+ 5.64% |
$2.27M - $2.43M
|
74.9K
$44.4M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.97K+ 15.48% |
$2.25M - $2.41M
|
29.6K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.96K+ 15.0% |
$2.25M - $2.41M
|
30.4K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
3.96K+ 87.21% |
$2.25M - $2.41M
|
8.5K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.95K+ 251.02% |
$2.24M - $2.4M
|
5.53K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.95KNew |
$2.24M - $2.4M
|
3.95K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.93K+ 35.88% |
$2.23M - $2.39M
|
14.9K
$8.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.92K+ 463.28% |
$2.23M - $2.39M
|
4.77K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.9KNew |
$2.21M - $2.37M
|
3.9K
$2.31M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.89KNew |
$2.21M - $2.36M
|
3.89K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.86K+ 10.9% |
$2.19M - $2.35M
|
39.3K
$23.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.84KNew |
$2.18M - $2.33M
|
3.84K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.84K+ 26.79% |
$2.18M - $2.33M
|
18.2K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.82K+ 3.37% |
$2.17M - $2.32M
|
117K
$69.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.81KNew |
$2.16M - $2.31M
|
3.81K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$2.16M - $2.31M
|
3.8K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.79KNew |
$2.15M - $2.3M
|
3.79K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
3.78K+ 172.26% |
$2.15M - $2.3M
|
5.98K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.76K+ 362.43% |
$2.14M - $2.29M
|
4.8K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 23.95% |
$2.13M - $2.28M
|
19.4K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.7K+ 4.24% |
$2.1M - $2.25M
|
91.1K
$54M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.7K+ 3.94% |
$2.1M - $2.25M
|
97.5K
$57.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.66KNew |
$2.08M - $2.22M
|
3.66K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.65K+ 126.88% |
$2.07M - $2.22M
|
6.53K
$3.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.65KNew |
$2.07M - $2.22M
|
3.65K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 7.12% |
$2.07M - $2.22M
|
54.9K
$32.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.65K+ 70.28% |
$2.07M - $2.22M
|
8.84K
$5.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.64K+ 330.55% |
$2.06M - $2.21M
|
4.74K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.62KNew |
$2.06M - $2.2M
|
3.62K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.61KNew |
$2.05M - $2.19M
|
3.61K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.6K+ 1.02% |
$2.04M - $2.19M
|
355K
$210M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.6K+ 18.79% |
$2.04M - $2.19M
|
22.7K
$13.5M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.59KNew |
$2.04M - $2.18M
|
3.59K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.57K+ 280.44% |
$2.03M - $2.17M
|
4.84K
$2.87M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.54KNew |
$2.01M - $2.15M
|
3.54K
$2.1M
|