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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
172+ 0.85% |
$97.7K - $105K
|
20.5K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
171New |
$97.1K - $104K
|
171
$95.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
171+ 21.01% |
$97.1K - $104K
|
985
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
171+ 7.19% |
$97.1K - $104K
|
2.55K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$97.1K - $104K
|
171
$95.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
170+ 6.44% |
$96.5K - $103K
|
2.81K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
168+ 3.51% |
$95.4K - $102K
|
4.96K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
167+ 0.61% |
$94.8K - $102K
|
27.4K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 23.29% |
$94.8K - $102K
|
884
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
166+ 0.85% |
$94.3K - $101K
|
19.6K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
165+ 0.3% |
$93.7K - $100K
|
55.7K
$31.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
165+ 0.15% |
$93.7K - $100K
|
109K
$61.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165+ 0.73% |
$93.7K - $100K
|
22.8K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
164+ 3.73% |
$93.1K - $99.7K
|
4.56K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
164+ 60.74% |
$93.1K - $99.7K
|
434
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
164+ 1.57% |
$93.1K - $99.7K
|
10.6K
$5.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
164+ 2.48% |
$93.1K - $99.7K
|
6.79K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
162+ 10.07% |
$92K - $98.5K
|
1.77K
$993K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
162+ 1.42% |
$92K - $98.5K
|
11.6K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$90.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
162+ 2.19% |
$92K - $98.5K
|
7.57K
$4.24M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
158New |
$89.7K - $96K
|
158
$88.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
157+ 3.62% |
$89.1K - $95.4K
|
4.49K
$2.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
157+ 13.86% |
$89.1K - $95.4K
|
1.29K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
155+ 8.18% |
$88K - $94.2K
|
2.05K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
155+ 9.04% |
$88K - $94.2K
|
1.87K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$88K - $94.2K
|
56.3K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
154+ 5.04% |
$87.4K - $93.6K
|
3.21K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
154+ 3.7% |
$87.4K - $93.6K
|
4.32K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
153+ 0.16% |
$86.9K - $93K
|
95.5K
$53.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
153+ 0.79% |
$86.9K - $93K
|
19.6K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
153+ 1.37% |
$86.9K - $93K
|
11.3K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
153+ 1.23% |
$86.9K - $93K
|
12.6K
$7.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
152+ 24.96% |
$86.3K - $92.4K
|
761
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
152+ 6.68% |
$86.3K - $92.4K
|
2.43K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
150+ 21.83% |
$85.2K - $91.2K
|
837
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
150+ 18.92% |
$85.2K - $91.2K
|
943
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
149+ 8.21% |
$84.6K - $90.6K
|
1.96K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
149+ 4.7% |
$84.6K - $90.6K
|
3.32K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
149+ 1.08% |
$84.6K - $90.6K
|
14K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
148+ 22.91% |
$84K - $90K
|
794
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
147+ 2.7% |
$83.5K - $89.3K
|
5.59K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
145+ 1.67% |
$82.3K - $88.1K
|
8.85K
$4.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
145+ 1.9% |
$82.3K - $88.1K
|
7.77K
$4.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
145+ 22.87% |
$82.3K - $88.1K
|
779
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
144+ 0.93% |
$81.8K - $87.5K
|
15.7K
$8.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
142+ 4.22% |
$80.6K - $86.3K
|
3.51K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
141+ 0.03% |
$80.1K - $85.7K
|
525K
$294M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
141+ 8.14% |
$80.1K - $85.7K
|
1.87K
$1.05M
|