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
|
Concord Wealth Partners
|
BUY
|
- |
751+ 90.48% |
$426K - $456K
|
1.58K
$949K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
748+ 2.34% |
$425K - $455K
|
32.7K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
747+ 14.95% |
$424K - $454K
|
5.74K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
747+ 6.85% |
$424K - $454K
|
11.6K
$6.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
744+ 30.27% |
$422K - $452K
|
3.2K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
743+ 14.04% |
$422K - $452K
|
6.04K
$3.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
743New |
$422K - $452K
|
743
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
739+ 7.13% |
$420K - $449K
|
11.1K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
735+ 64.87% |
$417K - $447K
|
1.87K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
735+ 2.42% |
$417K - $447K
|
31.1K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
735New |
$417K - $447K
|
735
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
733+ 62.54% |
$416K - $446K
|
1.91K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
729+ 2.62% |
$414K - $443K
|
28.5K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
728+ 1.18% |
$413K - $442K
|
62.3K
$37.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
727+ 11.32% |
$413K - $442K
|
7.15K
$4.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
724+ 1.4% |
$411K - $440K
|
52.4K
$31.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
721+ 31.04% |
$409K - $438K
|
3.04K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
721+ 206.59% |
$409K - $438K
|
1.07K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
719+ 5.83% |
$408K - $437K
|
13.1K
$7.83M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
716+ 3.03% |
$407K - $435K
|
24.3K
$14.6M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
714New |
$405K - $434K
|
714
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
713+ 5.67% |
$405K - $433K
|
13.3K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
712+ 2.32% |
$404K - $433K
|
31.3K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
712+ 16.77% |
$404K - $433K
|
4.96K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
705+ 1.88% |
$400K - $429K
|
38.2K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
704New |
$400K - $428K
|
704
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
PUT |
700New |
$397K - $425K
|
700
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
PUT |
700+ 6.14% |
$397K - $425K
|
12.1K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
699+ 0.58% |
$397K - $425K
|
121K
$72.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
699+ 15.96% |
$397K - $425K
|
5.08K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
693+ 2.63% |
$393K - $421K
|
27K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
692+ 15.38% |
$393K - $421K
|
5.19K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
688+ 2.33% |
$391K - $418K
|
30.3K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
685New |
$389K - $416K
|
685
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
685+ 10.79% |
$389K - $416K
|
7.03K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
684+ 13.12% |
$388K - $416K
|
5.9K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
682+ 11.37% |
$387K - $415K
|
6.68K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
677+ 7.21% |
$384K - $411K
|
10.1K
$6.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
670+ 2.54% |
$380K - $407K
|
27K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 2.69% |
$378K - $404K
|
25.4K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
662New |
$376K - $402K
|
662
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
661New |
$375K - $402K
|
661
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658+ 1.72% |
$374K - $400K
|
38.8K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
655+ 10.03% |
$372K - $398K
|
7.19K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
654+ 11.55% |
$371K - $398K
|
6.32K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
654New |
$371K - $398K
|
654
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
645+ 54.71% |
$366K - $392K
|
1.82K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
645New |
$366K - $392K
|
645
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
640+ 1.15% |
$363K - $389K
|
56.5K
$33.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
639+ 11.15% |
$363K - $388K
|
6.37K
$3.82M
|