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
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
378+ 36.73% |
$215K - $230K
|
1.41K
$847K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
373New |
$212K - $227K
|
373
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
370+ 14.15% |
$210K - $225K
|
2.98K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
365+ 38.5% |
$207K - $222K
|
1.31K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
363New |
$206K - $221K
|
363
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
362+ 35.91% |
$206K - $220K
|
1.37K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
362+ 0.74% |
$206K - $220K
|
49.5K
$29.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
361New |
$205K - $219K
|
361
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
359New |
$204K - $218K
|
359
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
357+ 16.94% |
$203K - $217K
|
2.47K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
352New |
$200K - $214K
|
352
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
351+ 50.87% |
$199K - $213K
|
1.04K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
351+ 46.8% |
$199K - $213K
|
1.1K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
350+ 159.09% |
$199K - $213K
|
570
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
349+ 10.23% |
$198K - $212K
|
3.76K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
348+ 2.07% |
$198K - $212K
|
17.2K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
347+ 4.12% |
$197K - $211K
|
8.77K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
346New |
$196K - $210K
|
346
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
342New |
$194K - $208K
|
342
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
339+ 2.41% |
$192K - $206K
|
14.4K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
334+ 40.24% |
$190K - $203K
|
1.16K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
330+ 9.88% |
$187K - $201K
|
3.67K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
327+ 5.74% |
$186K - $199K
|
6.03K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
319+ 48.41% |
$181K - $194K
|
978
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
316+ 3.26% |
$179K - $192K
|
10K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
315+ 7.32% |
$179K - $191K
|
4.62K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
315+ 13.42% |
$179K - $191K
|
2.66K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
308+ 4.33% |
$175K - $187K
|
7.42K
$4.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
307+ 23.52% |
$174K - $187K
|
1.61K
$970K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
306+ 8.55% |
$174K - $186K
|
3.89K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.67% |
$173K - $185K
|
45.9K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
302+ 9.41% |
$171K - $184K
|
3.51K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301New |
$171K - $183K
|
301
$181K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
299+ 3.78% |
$170K - $182K
|
8.2K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
299+ 4.84% |
$170K - $182K
|
6.48K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
299+ 1.23% |
$170K - $182K
|
24.6K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
296+ 5.26% |
$168K - $180K
|
5.92K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
296+ 2.85% |
$168K - $180K
|
10.7K
$6.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
296+ 0.27% |
$168K - $180K
|
111K
$66.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
294+ 2.81% |
$167K - $179K
|
10.8K
$6.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
294+ 2.58% |
$167K - $179K
|
11.7K
$7.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
290+ 15.81% |
$165K - $176K
|
2.12K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
290+ 11.79% |
$165K - $176K
|
2.75K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
290+ 4.36% |
$165K - $176K
|
6.94K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
289+ 11.84% |
$164K - $176K
|
2.73K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
288+ 25.07% |
$164K - $175K
|
1.44K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
286+ 1.08% |
$162K - $174K
|
26.7K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
286+ 3.98% |
$162K - $174K
|
7.48K
$4.5M
|