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 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
979+ 21.22% |
$556K - $595K
|
5.59K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
970New |
$551K - $590K
|
970
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
970+ 38.4% |
$551K - $590K
|
3.5K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
967+ 57.56% |
$549K - $588K
|
2.65K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
965+ 3.86% |
$548K - $587K
|
26K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
957New |
$543K - $582K
|
957
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
957New |
$543K - $582K
|
957
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
956+ 36.41% |
$543K - $581K
|
3.58K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
953+ 21.55% |
$541K - $579K
|
5.38K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
953+ 2.33% |
$541K - $579K
|
41.9K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
952+ 61.03% |
$541K - $579K
|
2.51K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
949+ 7.86% |
$539K - $577K
|
13K
$7.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
939+ 24.98% |
$533K - $571K
|
4.7K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
936+ 10.91% |
$531K - $569K
|
9.52K
$5.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
935New |
$531K - $568K
|
935
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
933New |
$530K - $567K
|
933
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
930New |
$528K - $565K
|
930
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
926+ 0.51% |
$526K - $563K
|
183K
$110M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
925+ 1.47% |
$525K - $562K
|
63.9K
$38.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
924+ 21.08% |
$525K - $562K
|
5.31K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
923New |
$524K - $561K
|
923
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
922New |
$524K - $560K
|
922
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
921+ 9.0% |
$523K - $560K
|
11.2K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
921New |
$523K - $560K
|
921
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
920+ 7.14% |
$522K - $559K
|
13.8K
$8.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
917+ 5.29% |
$521K - $557K
|
18.3K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
916+ 0.17% |
$520K - $557K
|
526K
$315M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
914+ 94.42% |
$519K - $556K
|
1.88K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
910+ 1.07% |
$517K - $553K
|
85.7K
$51.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
907+ 0.99% |
$515K - $551K
|
92.3K
$55.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
907+ 0.45% |
$515K - $551K
|
203K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
904New |
$513K - $549K
|
904
$542K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
902+ 10.32% |
$512K - $548K
|
9.64K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
900+ 0.59% |
$511K - $547K
|
155K
$92.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
898New |
$510K - $546K
|
898
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
894+ 15.9% |
$508K - $543K
|
6.52K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
894+ 1.63% |
$508K - $543K
|
55.9K
$33.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
894New |
$508K - $543K
|
894
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
891New |
$506K - $542K
|
891
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
884+ 24.85% |
$502K - $537K
|
4.44K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
880+ 28.83% |
$500K - $535K
|
3.93K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
879New |
$499K - $534K
|
879
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
878New |
$499K - $534K
|
878
$527K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
876+ 29.06% |
$497K - $532K
|
3.89K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
876+ 1.62% |
$497K - $532K
|
55.1K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
872+ 0.04% |
$495K - $530K
|
2.47M
$1.48B
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
870New |
$494K - $529K
|
870
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
870+ 17.68% |
$494K - $529K
|
5.79K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
870+ 2.8% |
$494K - $529K
|
32K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
868+ 7.24% |
$493K - $528K
|
12.9K
$7.71M
|