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 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
361New |
$205K - $219K
|
361
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
357+ 16.94% |
$203K - $217K
|
2.47K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
352New |
$200K - $214K
|
352
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
351+ 50.87% |
$199K - $213K
|
1.04K
$633K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
350+ 159.09% |
$199K - $213K
|
570
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
348+ 2.07% |
$198K - $212K
|
17.2K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
347+ 4.12% |
$197K - $211K
|
8.77K
$5.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
346New |
$196K - $210K
|
346
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
339+ 2.41% |
$192K - $206K
|
14.4K
$8.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
334+ 40.24% |
$190K - $203K
|
1.16K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
319+ 48.41% |
$181K - $194K
|
978
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
315+ 7.32% |
$179K - $191K
|
4.62K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
308+ 4.33% |
$175K - $187K
|
7.42K
$4.51M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
307+ 23.52% |
$174K - $187K
|
1.61K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
306+ 8.55% |
$174K - $186K
|
3.89K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.67% |
$173K - $185K
|
45.9K
$27.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
302+ 9.41% |
$171K - $184K
|
3.51K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301New |
$171K - $183K
|
301
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
296+ 5.26% |
$168K - $180K
|
5.92K
$3.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
296+ 2.85% |
$168K - $180K
|
10.7K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
294+ 2.81% |
$167K - $179K
|
10.8K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
290+ 15.81% |
$165K - $176K
|
2.12K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
290+ 11.79% |
$165K - $176K
|
2.75K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
286+ 1.08% |
$162K - $174K
|
26.7K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
286+ 3.98% |
$162K - $174K
|
7.48K
$4.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
282+ 10.25% |
$160K - $171K
|
3.03K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
274+ 2.67% |
$156K - $167K
|
10.5K
$6.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
271+ 0.66% |
$154K - $165K
|
41.5K
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
268+ 28.51% |
$152K - $163K
|
1.21K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
268+ 1.99% |
$152K - $163K
|
13.7K
$8.34M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
262+ 33.68% |
$149K - $159K
|
1.04K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
260+ 6.54% |
$148K - $158K
|
4.24K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
258+ 4.06% |
$146K - $157K
|
6.62K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
257+ 2.01% |
$146K - $156K
|
13.1K
$7.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
256+ 6.61% |
$145K - $156K
|
4.13K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
255+ 14.88% |
$145K - $155K
|
1.97K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
252+ 12.27% |
$143K - $153K
|
2.31K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
251+ 42.54% |
$143K - $153K
|
841
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
243+ 4.68% |
$138K - $148K
|
5.43K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
240+ 18.56% |
$136K - $146K
|
1.53K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
240+ 6.72% |
$136K - $146K
|
3.81K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
237+ 41.95% |
$135K - $144K
|
802
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
235+ 1.54% |
$133K - $143K
|
15.4K
$9.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
234+ 9.87% |
$133K - $142K
|
2.61K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
226+ 1.69% |
$128K - $137K
|
13.6K
$8.28M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
224+ 6.43% |
$127K - $136K
|
3.71K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
219+ 9.44% |
$124K - $133K
|
2.54K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
216+ 13.04% |
$123K - $131K
|
1.87K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
214+ 4.26% |
$122K - $130K
|
5.24K
$3.18M
|