Latest Institutional Purchases of Spdr S&P 500 ETF Trust (SPY)
This list provides information on the latest institutional transactions involving Spdr S&P 500 ETF Trust (SPY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
190New |
$108K - $115K
|
190
$114K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
189+ 23.86% |
$107K - $115K
|
981
$589K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
188+ 3.25% |
$107K - $114K
|
5.97K
$3.58M
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
187+ 4.14% |
$106K - $114K
|
4.71K
$2.83M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
187+ 2.24% |
$106K - $114K
|
8.55K
$5.13M
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
186+ 0.58% |
$106K - $113K
|
32.2K
$19.3M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
186+ 2.77% |
$106K - $113K
|
6.89K
$4.13M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
186+ 0.92% |
$106K - $113K
|
20.4K
$12.2M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
183+ 4.23% |
$104K - $111K
|
4.51K
$2.71M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
183+ 8.85% |
$104K - $111K
|
2.25K
$1.35M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
183+ 14.75% |
$104K - $111K
|
1.42K
$854K
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
182+ 4.45% |
$103K - $111K
|
4.28K
$2.57M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
182+ 0.4% |
$103K - $111K
|
45.2K
$27.1M
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
180+ 3.56% |
$102K - $109K
|
5.24K
$3.14M
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
180+ 33.52% |
$102K - $109K
|
717
$430K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
179+ 3.41% |
$102K - $109K
|
5.42K
$3.25M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
179+ 28.32% |
$102K - $109K
|
811
$487K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
178+ 44.06% |
$101K - $108K
|
582
$349K
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
178+ 11.9% |
$101K - $108K
|
1.67K
$1M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
177New |
$101K - $108K
|
177
$106K
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
177+ 19.22% |
$101K - $108K
|
1.1K
$659K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
176New |
$99.9K - $107K
|
176
$106K
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
175+ 5.15% |
$99.4K - $106K
|
3.57K
$2.14M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
174+ 7.83% |
$98.8K - $106K
|
2.4K
$1.44M
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
172+ 0.85% |
$97.7K - $105K
|
20.5K
$12.3M
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
171New |
$97.1K - $104K
|
171
$103K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
171+ 21.01% |
$97.1K - $104K
|
985
$591K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
171+ 7.19% |
$97.1K - $104K
|
2.55K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$97.1K - $104K
|
171
$103K
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
170+ 6.44% |
$96.5K - $103K
|
2.81K
$1.69M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
168+ 3.51% |
$95.4K - $102K
|
4.96K
$2.97M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
167+ 0.61% |
$94.8K - $102K
|
27.4K
$16.4M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 23.29% |
$94.8K - $102K
|
884
$530K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
166+ 0.85% |
$94.3K - $101K
|
19.6K
$11.8M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
165+ 0.3% |
$93.7K - $100K
|
55.7K
$33.4M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
165+ 0.15% |
$93.7K - $100K
|
109K
$65.5M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165+ 0.73% |
$93.7K - $100K
|
22.8K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
164+ 3.73% |
$93.1K - $99.7K
|
4.56K
$2.73M
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.72M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
164+ 60.74% |
$93.1K - $99.7K
|
434
$260K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
164+ 1.57% |
$93.1K - $99.7K
|
10.6K
$6.37M
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
164+ 2.48% |
$93.1K - $99.7K
|
6.79K
$4.07M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
162+ 10.07% |
$92K - $98.5K
|
1.77K
$1.06M
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
162+ 1.42% |
$92K - $98.5K
|
11.6K
$6.96M
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$97.2K
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
162+ 2.19% |
$92K - $98.5K
|
7.57K
$4.54M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
158New |
$89.7K - $96K
|
158
$94.8K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
157+ 3.62% |
$89.1K - $95.4K
|
4.49K
$2.69M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
157+ 13.86% |
$89.1K - $95.4K
|
1.29K
$774K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
155+ 8.18% |
$88K - $94.2K
|
2.05K
$1.23M
|