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 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
98+ 12.01% |
$55.6K - $59.6K
|
914
$546K
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
97+ 13.13% |
$55.1K - $59K
|
836
$499K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
97+ 7.46% |
$55.1K - $59K
|
1.4K
$835K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
97+ 4.71% |
$55.1K - $59K
|
2.16K
$1.29M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
96+ 1.52% |
$54.5K - $58.3K
|
6.42K
$3.83M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
96+ 3.95% |
$54.5K - $58.3K
|
2.53K
$1.51M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
94+ 2.21% |
$53.4K - $57.1K
|
4.35K
$2.6M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
94+ 0.49% |
$53.4K - $57.1K
|
19.2K
$11.5M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
94+ 11.91% |
$53.4K - $57.1K
|
883
$527K
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
94+ 12.19% |
$53.4K - $57.1K
|
865
$517K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 1.98% |
$52.8K - $56.5K
|
4.79K
$2.86M
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
92+ 3.51% |
$52.2K - $55.9K
|
2.71K
$1.62M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
91+ 0.69% |
$51.7K - $55.3K
|
13.4K
$7.97M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
90+ 6.82% |
$51.1K - $54.7K
|
1.41K
$842K
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
89+ 1.63% |
$50.5K - $54.1K
|
5.54K
$3.31M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
88+ 2.0% |
$50K - $53.5K
|
4.49K
$2.68M
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
88+ 1.41% |
$50K - $53.5K
|
6.31K
$3.77M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
86+ 5.26% |
$48.8K - $52.3K
|
1.72K
$1.03M
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
85+ 2.78% |
$48.3K - $51.7K
|
3.15K
$1.88M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
85+ 2.83% |
$48.3K - $51.7K
|
3.09K
$1.85M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
85+ 3.07% |
$48.3K - $51.7K
|
2.85K
$1.7M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
85+ 3.87% |
$48.3K - $51.7K
|
2.28K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
85+ 14.99% |
$48.3K - $51.7K
|
652
$389K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
84+ 9.31% |
$47.7K - $51.1K
|
986
$589K
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.7% |
$47.7K - $51.1K
|
1.56K
$930K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
83+ 1.67% |
$47.1K - $50.4K
|
5.06K
$3.02M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
83+ 0.62% |
$47.1K - $50.4K
|
13.4K
$8.01M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 1.12% |
$47.1K - $50.4K
|
7.52K
$4.49M
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
82+ 0.75% |
$46.6K - $49.8K
|
11.1K
$6.61M
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 0.75% |
$46.6K - $49.8K
|
11K
$6.59M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
82+ 9.32% |
$46.6K - $49.8K
|
962
$575K
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
80+ 5.16% |
$45.4K - $48.6K
|
1.63K
$973K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
80+ 1.1% |
$45.4K - $48.6K
|
7.37K
$4.4M
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
80+ 2.09% |
$45.4K - $48.6K
|
3.91K
$2.33M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
80+ 0.93% |
$45.4K - $48.6K
|
8.73K
$5.21M
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
80+ 2.92% |
$45.4K - $48.6K
|
2.82K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
78+ 17.22% |
$44.3K - $47.4K
|
531
$317K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
78+ 0.5% |
$44.3K - $47.4K
|
15.8K
$9.44M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
78+ 2.83% |
$44.3K - $47.4K
|
2.84K
$1.69M
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
78+ 11.1% |
$44.3K - $47.4K
|
781
$466K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
78+ 0.71% |
$44.3K - $47.4K
|
11K
$6.59M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78+ 2.63% |
$44.3K - $47.4K
|
3.04K
$1.82M
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
76+ 0.16% |
$43.2K - $46.2K
|
47.6K
$28.4M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
76+ 17.43% |
$43.2K - $46.2K
|
512
$306K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76+ 1.56% |
$43.2K - $46.2K
|
4.96K
$2.96M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
76+ 2.64% |
$43.2K - $46.2K
|
2.96K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
76+ 3.89% |
$43.2K - $46.2K
|
2.03K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
75+ 1.06% |
$42.6K - $45.6K
|
7.16K
$4.27M
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
75+ 3.78% |
$42.6K - $45.6K
|
2.06K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
75+ 12.25% |
$42.6K - $45.6K
|
687
$410K
|