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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41New |
$23.3K - $24.9K
|
41
$25K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
41+ 0.04% |
$23.3K - $24.9K
|
100K
$61M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
41+ 1.1% |
$23.3K - $24.9K
|
3.78K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
41+ 372.73% |
$23.3K - $24.9K
|
52
$31.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
41+ 8.3% |
$23.3K - $24.9K
|
535
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
41+ 1.52% |
$23.3K - $24.9K
|
2.75K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 6.91% |
$23.3K - $24.9K
|
634
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
40+ 0.59% |
$22.7K - $24.3K
|
6.79K
$4.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40+ 27.59% |
$22.7K - $24.3K
|
185
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
40+ 2.92% |
$22.7K - $24.3K
|
1.41K
$860K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.16% |
$22.7K - $24.3K
|
24.3K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 0.68% |
$22.7K - $24.3K
|
5.95K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
39+ 1.49% |
$22.1K - $23.7K
|
2.66K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
39+ 0.35% |
$22.1K - $23.7K
|
11.2K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
39+ 0.77% |
$22.1K - $23.7K
|
5.12K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 0.54% |
$22.1K - $23.7K
|
7.21K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.54% |
$22.1K - $23.7K
|
2.57K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.78% |
$22.1K - $23.7K
|
5.06K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
38+ 1.41% |
$21.6K - $23.1K
|
2.73K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$751K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38+ 1.84% |
$21.6K - $23.1K
|
2.11K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
37+ 4.75% |
$21K - $22.5K
|
816
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
37+ 1.41% |
$21K - $22.5K
|
2.67K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.54% |
$21K - $22.5K
|
1.49K
$910K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
36+ 0.73% |
$20.4K - $21.9K
|
4.96K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
36+ 0.01% |
$20.4K - $21.9K
|
324K
$198M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
36+ 0.37% |
$20.4K - $21.9K
|
9.64K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
36+ 0.74% |
$20.4K - $21.9K
|
4.93K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.28% |
$20.4K - $21.9K
|
13K
$7.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
36+ 3.81% |
$20.4K - $21.9K
|
981
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 5.88% |
$20.4K - $21.9K
|
648
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
35+ 3.09% |
$19.9K - $21.3K
|
1.17K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
35New |
$19.9K - $21.3K
|
35
$21.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
35+ 0.92% |
$19.9K - $21.3K
|
3.82K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
35+ 1.65% |
$19.9K - $21.3K
|
2.16K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 1.45% |
$19.3K - $20.7K
|
2.38K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
34+ 2.7% |
$19.3K - $20.7K
|
1.29K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
34+ 0.45% |
$19.3K - $20.7K
|
7.65K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
33+ 1.72% |
$18.7K - $20.1K
|
1.95K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 4.05% |
$18.7K - $20.1K
|
847
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
33+ 8.17% |
$18.7K - $20.1K
|
437
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 0.86% |
$18.2K - $19.4K
|
3.75K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 5.27% |
$18.2K - $19.4K
|
639
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
32+ 0.5% |
$18.2K - $19.4K
|
6.44K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
31+ 1.2% |
$17.6K - $18.8K
|
2.61K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
31+ 1.89% |
$17.6K - $18.8K
|
1.67K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
31+ 0.39% |
$17.6K - $18.8K
|
8.05K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.16% |
$17.6K - $18.8K
|
19K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
31+ 1.77% |
$17.6K - $18.8K
|
1.78K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30+ 3.56% |
$17K - $18.2K
|
872
$532K
|