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 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.42K+ 7.49% |
$807K - $864K
|
20.4K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.42K+ 0.19% |
$804K - $861K
|
728K
$458M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.41K+ 4.51% |
$802K - $858K
|
32.7K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.41KNew |
$802K - $858K
|
1.41K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.4KNew |
$796K - $852K
|
1.4K
$881K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.39K+ 12.41% |
$790K - $845K
|
12.6K
$7.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.39K+ 18.2% |
$789K - $845K
|
9.03K
$5.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.39K+ 10.9% |
$789K - $845K
|
14.1K
$8.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.38KNew |
$785K - $840K
|
1.38K
$869K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.38K+ 2.17% |
$784K - $839K
|
65.1K
$40.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.38K+ 16.92% |
$784K - $839K
|
9.54K
$6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.38K+ 26.94% |
$784K - $839K
|
6.5K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.38K+ 17.04% |
$781K - $836K
|
9.45K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.36K+ 1.53% |
$773K - $828K
|
90.2K
$56.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.36KNew |
$772K - $826K
|
1.36K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.35K+ 43.09% |
$768K - $822K
|
4.49K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 5.58% |
$766K - $820K
|
25.5K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.34KNew |
$762K - $816K
|
1.34K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.34K+ 87.87% |
$761K - $814K
|
2.87K
$1.8M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.34KNew |
$761K - $814K
|
1.34K
$843K
|
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.34KNew |
$761K - $814K
|
1.34K
$843K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.33K+ 129.79% |
$755K - $808K
|
2.35K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.32KNew |
$752K - $805K
|
1.32K
$833K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.32K+ 42.83% |
$750K - $803K
|
4.41K
$2.77M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.32KNew |
$749K - $802K
|
1.32K
$829K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$739K - $791K
|
1.3K
$818K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.3KNew |
$737K - $789K
|
1.3K
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.3K+ 14.87% |
$736K - $788K
|
10K
$6.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3K+ 13.74% |
$736K - $788K
|
10.7K
$6.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 36.54% |
$732K - $783K
|
4.82K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$727K - $779K
|
1.28K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$727K - $779K
|
1.28K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.28KNew |
$726K - $777K
|
1.28K
$804K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.27KNew |
$721K - $772K
|
1.27K
$799K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.26KNew |
$716K - $766K
|
1.26K
$793K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26KNew |
$714K - $765K
|
1.26K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 12.03% |
$713K - $763K
|
11.7K
$7.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.24KNew |
$705K - $754K
|
1.24K
$780K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.24KNew |
$704K - $753K
|
1.24K
$779K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.24K+ 1.99% |
$702K - $751K
|
63.4K
$39.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.23K+ 60.17% |
$697K - $746K
|
3.27K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.23K+ 4.59% |
$696K - $745K
|
27.9K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.23K+ 1.15% |
$696K - $745K
|
108K
$67.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.21KNew |
$688K - $737K
|
1.21K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.2K+ 49.48% |
$680K - $728K
|
3.62K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.2K+ 47.84% |
$679K - $727K
|
3.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.2K+ 5.7% |
$679K - $726K
|
22.2K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.19K+ 3.33% |
$677K - $725K
|
37K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.19K+ 20.27% |
$677K - $725K
|
7.07K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.19KNew |
$674K - $721K
|
1.19K
$746K
|