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 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
20+ 0.15% |
$11.4K - $12.2K
|
13.6K
$8.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20+ 3.45% |
$11.4K - $12.2K
|
599
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
20+ 0.34% |
$11.4K - $12.2K
|
5.93K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 0.73% |
$11.4K - $12.2K
|
2.76K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19+ 0.11% |
$10.8K - $11.5K
|
16.9K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
19+ 0.2% |
$10.8K - $11.5K
|
9.41K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 2.78% |
$10.8K - $11.5K
|
703
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
18+ 0.93% |
$10.2K - $10.9K
|
1.95K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.49% |
$10.2K - $10.9K
|
3.72K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
18+ 1.87% |
$10.2K - $10.9K
|
983
$590K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
18+ 0.06% |
$10.2K - $10.9K
|
30.4K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
18+ 0.62% |
$10.2K - $10.9K
|
2.9K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
18+ 11.84% |
$10.2K - $10.9K
|
170
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
17+ 0.26% |
$9.65K - $10.3K
|
6.47K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
17+ 0.29% |
$9.65K - $10.3K
|
5.96K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 0.62% |
$9.65K - $10.3K
|
2.76K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
17+ 0.19% |
$9.65K - $10.3K
|
9.09K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
17+ 1.68% |
$9.65K - $10.3K
|
1.03K
$617K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.96% |
$9.08K - $9.72K
|
1.68K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.01% |
$9.08K - $9.72K
|
185K
$111M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 1.64% |
$9.08K - $9.72K
|
994
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
16+ 2.25% |
$9.08K - $9.72K
|
726
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 1.01% |
$9.08K - $9.72K
|
1.6K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16+ 7.55% |
$9.08K - $9.72K
|
228
$137K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.28% |
$9.08K - $9.72K
|
5.73K
$3.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16+ 0.18% |
$9.08K - $9.72K
|
8.79K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.11% |
$8.52K - $9.12K
|
13.9K
$8.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
15+ 1.83% |
$8.52K - $9.12K
|
836
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$8.52K - $9.12K
|
34K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.91% |
$8.52K - $9.12K
|
1.67K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.39% |
$8.52K - $9.12K
|
1.1K
$657K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 1.65% |
$8.52K - $9.12K
|
925
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
15+ 1.63% |
$8.52K - $9.12K
|
934
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 1.82% |
$8.52K - $9.12K
|
837
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
15+ 0.21% |
$8.52K - $9.12K
|
7.07K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
15+ 0.35% |
$8.52K - $9.12K
|
4.31K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 1.73% |
$8.52K - $9.12K
|
881
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 4.2% |
$8.52K - $9.12K
|
372
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.19% |
$7.95K - $8.51K
|
1.19K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 0.98% |
$7.95K - $8.51K
|
1.44K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14+ 2.75% |
$7.95K - $8.51K
|
524
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 1.77% |
$7.95K - $8.51K
|
803
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14+ 0.54% |
$7.95K - $8.51K
|
2.62K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
14+ 1.04% |
$7.95K - $8.51K
|
1.36K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.11% |
$7.95K - $8.51K
|
12.8K
$7.71M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14+ 0.63% |
$7.95K - $8.51K
|
2.24K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14+ 0.41% |
$7.95K - $8.51K
|
3.41K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13+ 0.41% |
$7.38K - $7.9K
|
3.21K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
13+ 433.33% |
$7.38K - $7.9K
|
16
$9.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
13+ 1.35% |
$7.38K - $7.9K
|
978
$587K
|