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
|
Ls Investment Advisors, LLC
|
BUY
|
- |
28+ 1.77% |
$15.9K - $17K
|
1.61K
$968K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
27+ 1.69% |
$15.3K - $16.4K
|
1.63K
$980K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 1.28% |
$14.8K - $15.8K
|
2.06K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
26+ 0.4% |
$14.8K - $15.8K
|
6.5K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$14.2K - $15.2K
|
8.24K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.7% |
$14.2K - $15.2K
|
1.5K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.14% |
$14.2K - $15.2K
|
17.8K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
25+ 0.71% |
$14.2K - $15.2K
|
3.53K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$13.6K - $14.6K
|
8.86K
$5.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
24+ 3.73% |
$13.6K - $14.6K
|
667
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.14% |
$13.6K - $14.6K
|
16.6K
$9.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
24+ 0.6% |
$13.6K - $14.6K
|
4K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23+ 2.93% |
$13.1K - $14K
|
808
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
23+ 0.53% |
$13.1K - $14K
|
4.39K
$2.64M
|
|
|
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
$923K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.37% |
$13.1K - $14K
|
1.7K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.48K
$4.5M
|
|
|
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
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
20+ 0.15% |
$11.4K - $12.2K
|
13.6K
$8.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20+ 3.45% |
$11.4K - $12.2K
|
599
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.33% |
$11.4K - $12.2K
|
6.07K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 2.78% |
$10.8K - $11.5K
|
703
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
19+ 0.2% |
$10.8K - $11.5K
|
9.41K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19+ 0.11% |
$10.8K - $11.5K
|
16.9K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
18+ 0.62% |
$10.2K - $10.9K
|
2.9K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
17+ 1.68% |
$9.65K - $10.3K
|
1.03K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 0.62% |
$9.65K - $10.3K
|
2.76K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
17+ 0.19% |
$9.65K - $10.3K
|
9.09K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
17+ 0.29% |
$9.65K - $10.3K
|
5.96K
$3.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.28% |
$9.08K - $9.72K
|
5.73K
$3.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16+ 0.18% |
$9.08K - $9.72K
|
8.79K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 1.01% |
$9.08K - $9.72K
|
1.6K
$962K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16+ 7.55% |
$9.08K - $9.72K
|
228
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
16+ 2.25% |
$9.08K - $9.72K
|
726
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 1.64% |
$9.08K - $9.72K
|
994
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 4.2% |
$8.52K - $9.12K
|
372
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 1.73% |
$8.52K - $9.12K
|
881
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
15+ 0.35% |
$8.52K - $9.12K
|
4.31K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
15+ 0.21% |
$8.52K - $9.12K
|
7.07K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 1.82% |
$8.52K - $9.12K
|
837
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
15+ 1.63% |
$8.52K - $9.12K
|
934
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14+ 0.41% |
$7.95K - $8.51K
|
3.41K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14+ 0.63% |
$7.95K - $8.51K
|
2.24K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
14+ 1.04% |
$7.95K - $8.51K
|
1.36K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.11% |
$7.95K - $8.51K
|
12.8K
$7.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14+ 0.54% |
$7.95K - $8.51K
|
2.62K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 1.77% |
$7.95K - $8.51K
|
803
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.62% |
$7.38K - $7.9K
|
509
$306K
|