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 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.08KNew |
$2.89M - $3.09M
|
5.08K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.07K+ 43.0% |
$2.88M - $3.08M
|
16.9K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.05KNew |
$2.87M - $3.07M
|
5.05K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
CALL |
5KNew |
$2.84M - $3.04M
|
5K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 11.04% |
$2.83M - $3.03M
|
50.1K
$30.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.95K+ 4.12% |
$2.81M - $3.01M
|
125K
$75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
4.94KNew |
$2.81M - $3.01M
|
4.94K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.9K+ 2.88% |
$2.78M - $2.98M
|
175K
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.89K+ 29.84% |
$2.78M - $2.97M
|
21.3K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.88KNew |
$2.77M - $2.97M
|
4.88K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.81K+ 7.99% |
$2.73M - $2.92M
|
65K
$39M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.81KNew |
$2.73M - $2.92M
|
4.81K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.8KNew |
$2.73M - $2.92M
|
4.8K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
4.8K+ 129.73% |
$2.73M - $2.92M
|
8.5K
$5.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.77K+ 54.91% |
$2.71M - $2.9M
|
13.4K
$8.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.73K+ 3.29% |
$2.68M - $2.87M
|
149K
$89.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$2.67M - $2.86M
|
4.71K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.67KNew |
$2.65M - $2.84M
|
4.67K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
4.6KNew |
$2.61M - $2.8M
|
4.6K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
4.53KNew |
$2.57M - $2.75M
|
4.53K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.49K+ 4.26% |
$2.55M - $2.73M
|
110K
$65.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44KNew |
$2.52M - $2.7M
|
4.44K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.43K+ 1.75% |
$2.51M - $2.69M
|
258K
$155M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.4K+ 1.46% |
$2.5M - $2.67M
|
305K
$183M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.4K+ 3.94% |
$2.5M - $2.67M
|
116K
$69.5M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.38KNew |
$2.49M - $2.66M
|
4.38K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.37KNew |
$2.48M - $2.66M
|
4.37K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.36K+ 118.01% |
$2.47M - $2.65M
|
8.05K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.35K+ 86.63% |
$2.47M - $2.64M
|
9.37K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.33KNew |
$2.46M - $2.63M
|
4.33K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
4.33K+ 118.44% |
$2.46M - $2.63M
|
7.98K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.32KNew |
$2.45M - $2.62M
|
4.32K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.31K+ 34.12% |
$2.45M - $2.62M
|
16.9K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 11.9% |
$2.43M - $2.6M
|
40.2K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
4.28KNew |
$2.43M - $2.6M
|
4.28K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.27K+ 9.53% |
$2.42M - $2.59M
|
49.1K
$29.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.23K+ 11.95% |
$2.4M - $2.57M
|
39.6K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$2.39M - $2.56M
|
4.21K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.19K+ 21.83% |
$2.38M - $2.55M
|
23.4K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.17KNew |
$2.37M - $2.54M
|
4.17K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
4.17K+ 14.9% |
$2.37M - $2.53M
|
32.2K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 12.37% |
$2.36M - $2.53M
|
37.8K
$22.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
4.16K+ 13.25% |
$2.36M - $2.53M
|
35.6K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 36.14% |
$2.35M - $2.51M
|
15.6K
$9.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.13K+ 3.22% |
$2.35M - $2.51M
|
132K
$79.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
4.12K+ 62.53% |
$2.34M - $2.51M
|
10.7K
$6.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 97.57% |
$2.33M - $2.49M
|
8.3K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.09KNew |
$2.32M - $2.49M
|
4.09K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
4.01K+ 179.89% |
$2.28M - $2.44M
|
6.24K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4K+ 5.64% |
$2.27M - $2.43M
|
74.9K
$45M
|