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 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30+ 1.56% |
$17K - $18.2K
|
1.96K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
29+ 5.74% |
$16.5K - $17.6K
|
534
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
29+ 3.22% |
$16.5K - $17.6K
|
929
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.97% |
$16.5K - $17.6K
|
3.01K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
29+ 2.45% |
$16.5K - $17.6K
|
1.21K
$728K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 3.42% |
$16.5K - $17.6K
|
878
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
28+ 1.77% |
$15.9K - $17K
|
1.61K
$965K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
28+ 0.21% |
$15.9K - $17K
|
13.6K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27+ 0.97% |
$15.3K - $16.4K
|
2.82K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
27+ 0.01% |
$15.3K - $16.4K
|
197K
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
27+ 0.28% |
$15.3K - $16.4K
|
9.52K
$5.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
27+ 1.69% |
$15.3K - $16.4K
|
1.63K
$977K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.5% |
$14.8K - $15.8K
|
5.25K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
26New |
$14.8K - $15.8K
|
26
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
26+ 0.44% |
$14.8K - $15.8K
|
5.94K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 1.28% |
$14.8K - $15.8K
|
2.06K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
26+ 0.4% |
$14.8K - $15.8K
|
6.5K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
25+ 2.88% |
$14.2K - $15.2K
|
893
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
25+ 1.11% |
$14.2K - $15.2K
|
2.28K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25+ 4.24% |
$14.2K - $15.2K
|
615
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
25+ 0.83% |
$14.2K - $15.2K
|
3.03K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.52% |
$14.2K - $15.2K
|
4.81K
$2.88M
|
|
|
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 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.7% |
$14.2K - $15.2K
|
1.5K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$14.2K - $15.2K
|
8.24K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
24+ 0.46% |
$13.6K - $14.6K
|
5.2K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
24+ 0.13% |
$13.6K - $14.6K
|
17.9K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
24+ 0.6% |
$13.6K - $14.6K
|
4K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
24+ 3.73% |
$13.6K - $14.6K
|
667
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.14% |
$13.6K - $14.6K
|
16.6K
$9.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$13.6K - $14.6K
|
8.86K
$5.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 0.28% |
$13.1K - $14K
|
8.32K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.37% |
$13.1K - $14K
|
1.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.52% |
$13.1K - $14K
|
1.53K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
23+ 6.39% |
$13.1K - $14K
|
383
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
23+ 0.53% |
$13.1K - $14K
|
4.39K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23+ 2.93% |
$13.1K - $14K
|
808
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
22+ 4.85% |
$12.5K - $13.4K
|
476
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22+ 1.65% |
$12.5K - $13.4K
|
1.35K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.44K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.48K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 2.15% |
$11.9K - $12.8K
|
996
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21+ 0.88% |
$11.9K - $12.8K
|
2.41K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
21+ 1.15% |
$11.9K - $12.8K
|
1.85K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
21+ 2.61% |
$11.9K - $12.8K
|
827
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.32% |
$11.4K - $12.2K
|
6.29K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
20+ 3.19% |
$11.4K - $12.2K
|
646
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
20+ 11.17% |
$11.4K - $12.2K
|
199
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.33% |
$11.4K - $12.2K
|
6.07K
$3.64M
|