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 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 1.75% |
$23.8K - $25.5K
|
2.45K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 6.91% |
$23.3K - $24.9K
|
634
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
41+ 1.52% |
$23.3K - $24.9K
|
2.75K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
41+ 8.3% |
$23.3K - $24.9K
|
535
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
41+ 372.73% |
$23.3K - $24.9K
|
52
$27.4K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
41+ 0.04% |
$23.3K - $24.9K
|
100K
$52.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
41+ 1.1% |
$23.3K - $24.9K
|
3.78K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41New |
$23.3K - $24.9K
|
41
$21.6K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 0.68% |
$22.7K - $24.3K
|
5.95K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.16% |
$22.7K - $24.3K
|
24.3K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
40+ 2.92% |
$22.7K - $24.3K
|
1.41K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40+ 27.59% |
$22.7K - $24.3K
|
185
$97.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
40+ 0.59% |
$22.7K - $24.3K
|
6.79K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.78% |
$22.1K - $23.7K
|
5.06K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.54% |
$22.1K - $23.7K
|
2.57K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 0.54% |
$22.1K - $23.7K
|
7.21K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
39+ 0.77% |
$22.1K - $23.7K
|
5.12K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
39+ 0.35% |
$22.1K - $23.7K
|
11.2K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
39+ 1.49% |
$22.1K - $23.7K
|
2.66K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38+ 1.84% |
$21.6K - $23.1K
|
2.11K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
38+ 1.41% |
$21.6K - $23.1K
|
2.73K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.54% |
$21K - $22.5K
|
1.49K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
37+ 1.41% |
$21K - $22.5K
|
2.67K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
37+ 4.75% |
$21K - $22.5K
|
816
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
36+ 3.81% |
$20.4K - $21.9K
|
981
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 5.88% |
$20.4K - $21.9K
|
648
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.28% |
$20.4K - $21.9K
|
13K
$6.84M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
36+ 0.37% |
$20.4K - $21.9K
|
9.64K
$5.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
36+ 0.74% |
$20.4K - $21.9K
|
4.93K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
36+ 0.01% |
$20.4K - $21.9K
|
324K
$171M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
36+ 0.73% |
$20.4K - $21.9K
|
4.96K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
35+ 0.92% |
$19.9K - $21.3K
|
3.82K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
35+ 1.65% |
$19.9K - $21.3K
|
2.16K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
35New |
$19.9K - $21.3K
|
35
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
35+ 3.09% |
$19.9K - $21.3K
|
1.17K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
34+ 0.45% |
$19.3K - $20.7K
|
7.65K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
34+ 2.7% |
$19.3K - $20.7K
|
1.29K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 1.45% |
$19.3K - $20.7K
|
2.38K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
33+ 8.17% |
$18.7K - $20.1K
|
437
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
33+ 1.72% |
$18.7K - $20.1K
|
1.95K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 4.05% |
$18.7K - $20.1K
|
847
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 5.27% |
$18.2K - $19.4K
|
639
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
32+ 0.5% |
$18.2K - $19.4K
|
6.44K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 0.86% |
$18.2K - $19.4K
|
3.75K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
31+ 1.77% |
$17.6K - $18.8K
|
1.78K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.16% |
$17.6K - $18.8K
|
19K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
31+ 0.39% |
$17.6K - $18.8K
|
8.05K
$4.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
31+ 1.89% |
$17.6K - $18.8K
|
1.67K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
31+ 1.2% |
$17.6K - $18.8K
|
2.61K
$1.37M
|