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 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
51+ 2.44% |
$29K - $31K
|
2.14K
$1.28M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
50+ 1.93% |
$28.4K - $30.4K
|
2.65K
$1.58M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50+ 40.32% |
$28.4K - $30.4K
|
174
$104K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 1.77% |
$28.4K - $30.4K
|
2.87K
$1.72M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
50+ 0.6% |
$28.4K - $30.4K
|
8.41K
$5.03M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.18% |
$27.8K - $29.8K
|
26.9K
$16.1M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 4.88% |
$27.3K - $29.2K
|
1.03K
$616K
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$26.7K - $28.6K
|
917
$548K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.3% |
$25.6K - $27.4K
|
14.9K
$8.88M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.64% |
$25.6K - $27.4K
|
7.13K
$4.26M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
43+ 1.71% |
$24.4K - $26.1K
|
2.56K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$6.72M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.47% |
$24.4K - $26.1K
|
9.19K
$5.49M
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
41+ 372.73% |
$23.3K - $24.9K
|
52
$31.1K
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
41+ 8.3% |
$23.3K - $24.9K
|
535
$320K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
41+ 1.52% |
$23.3K - $24.9K
|
2.75K
$1.64M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 6.91% |
$23.3K - $24.9K
|
634
$379K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
40+ 2.92% |
$22.7K - $24.3K
|
1.41K
$843K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.16% |
$22.7K - $24.3K
|
24.3K
$14.6M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 0.68% |
$22.7K - $24.3K
|
5.95K
$3.56M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 0.54% |
$22.1K - $23.7K
|
7.21K
$4.31M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.54% |
$22.1K - $23.7K
|
2.57K
$1.54M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.78% |
$22.1K - $23.7K
|
5.06K
$3.03M
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
38+ 1.41% |
$21.6K - $23.1K
|
2.73K
$1.63M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$736K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38+ 1.84% |
$21.6K - $23.1K
|
2.11K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
37+ 1.41% |
$21K - $22.5K
|
2.67K
$1.59M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.54% |
$21K - $22.5K
|
1.49K
$892K
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
36+ 0.01% |
$20.4K - $21.9K
|
324K
$194M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
36+ 0.37% |
$20.4K - $21.9K
|
9.64K
$5.76M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
36+ 0.74% |
$20.4K - $21.9K
|
4.93K
$2.95M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.28% |
$20.4K - $21.9K
|
13K
$7.77M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
36+ 3.81% |
$20.4K - $21.9K
|
981
$586K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 5.88% |
$20.4K - $21.9K
|
648
$387K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
35+ 0.92% |
$19.9K - $21.3K
|
3.82K
$2.29M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
35+ 1.65% |
$19.9K - $21.3K
|
2.16K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
34+ 2.7% |
$19.3K - $20.7K
|
1.29K
$774K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
34+ 0.45% |
$19.3K - $20.7K
|
7.65K
$4.57M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 0.86% |
$18.2K - $19.4K
|
3.75K
$2.24M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 5.27% |
$18.2K - $19.4K
|
639
$382K
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
32+ 0.5% |
$18.2K - $19.4K
|
6.44K
$3.85M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
31+ 0.39% |
$17.6K - $18.8K
|
8.05K
$4.81M
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.16% |
$17.6K - $18.8K
|
19K
$11.4M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
31+ 1.77% |
$17.6K - $18.8K
|
1.78K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
30+ 0.12% |
$17K - $18.2K
|
25.4K
$15.2M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30+ 1.56% |
$17K - $18.2K
|
1.96K
$1.17M
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
29+ 3.22% |
$16.5K - $17.6K
|
929
$555K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.97% |
$16.5K - $17.6K
|
3.01K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
29+ 2.45% |
$16.5K - $17.6K
|
1.21K
$726K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 3.42% |
$16.5K - $17.6K
|
878
$525K
|