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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
155+ 9.04% |
$88K - $94.2K
|
1.87K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$88K - $94.2K
|
56.3K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
154+ 5.04% |
$87.4K - $93.6K
|
3.21K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
154+ 3.7% |
$87.4K - $93.6K
|
4.32K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
153+ 0.16% |
$86.9K - $93K
|
95.5K
$57M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
153+ 0.79% |
$86.9K - $93K
|
19.6K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
153+ 1.37% |
$86.9K - $93K
|
11.3K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
153+ 1.23% |
$86.9K - $93K
|
12.6K
$7.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
152+ 24.96% |
$86.3K - $92.4K
|
761
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
152+ 6.68% |
$86.3K - $92.4K
|
2.43K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
150+ 21.83% |
$85.2K - $91.2K
|
837
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
150+ 18.92% |
$85.2K - $91.2K
|
943
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
149+ 8.21% |
$84.6K - $90.6K
|
1.96K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
149+ 4.7% |
$84.6K - $90.6K
|
3.32K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
149+ 1.08% |
$84.6K - $90.6K
|
14K
$8.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
148+ 22.91% |
$84K - $90K
|
794
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
147+ 2.7% |
$83.5K - $89.3K
|
5.59K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
145+ 1.67% |
$82.3K - $88.1K
|
8.85K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
145+ 1.9% |
$82.3K - $88.1K
|
7.77K
$4.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
145+ 22.87% |
$82.3K - $88.1K
|
779
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
144+ 0.93% |
$81.8K - $87.5K
|
15.7K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
142+ 4.22% |
$80.6K - $86.3K
|
3.51K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
141+ 0.03% |
$80.1K - $85.7K
|
525K
$314M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
141+ 8.14% |
$80.1K - $85.7K
|
1.87K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
141+ 9.28% |
$80.1K - $85.7K
|
1.66K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
140+ 186.67% |
$79.5K - $85.1K
|
215
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
140+ 0.61% |
$79.5K - $85.1K
|
23.1K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
139+ 2.88% |
$78.9K - $84.5K
|
4.96K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
138+ 0.48% |
$78.4K - $83.9K
|
28.7K
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
137+ 2.98% |
$77.8K - $83.3K
|
4.74K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
137+ 21.61% |
$77.8K - $83.3K
|
771
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
136+ 2.77% |
$77.2K - $82.7K
|
5.05K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
135+ 1.36% |
$76.7K - $82.1K
|
10.1K
$6.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
135+ 1.54% |
$76.7K - $82.1K
|
8.87K
$5.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
134+ 12.52% |
$76.1K - $81.4K
|
1.2K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
134+ 3.92% |
$76.1K - $81.4K
|
3.56K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
134+ 93.06% |
$76.1K - $81.4K
|
278
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 25.48% |
$75.5K - $80.8K
|
655
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
133+ 2.51% |
$75.5K - $80.8K
|
5.43K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
133+ 15.54% |
$75.5K - $80.8K
|
989
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
133+ 2.86% |
$75.5K - $80.8K
|
4.78K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
132+ 2.55% |
$75K - $80.2K
|
5.3K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
132+ 1.83% |
$75K - $80.2K
|
7.33K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
131+ 2.46% |
$74.4K - $79.6K
|
5.45K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
131+ 15.3% |
$74.4K - $79.6K
|
987
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
130+ 17.69% |
$73.8K - $79K
|
865
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
130+ 17.52% |
$73.8K - $79K
|
872
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
129+ 17.57% |
$73.2K - $78.4K
|
863
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
129+ 5.61% |
$73.2K - $78.4K
|
2.43K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
128+ 11.12% |
$72.7K - $77.8K
|
1.28K
$764K
|