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 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
554+ 15.47% |
$315K - $337K
|
4.14K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
553New |
$314K - $336K
|
553
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
548New |
$311K - $333K
|
548
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
546+ 24.02% |
$310K - $332K
|
2.82K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
545New |
$309K - $331K
|
545
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
545+ 10.27% |
$309K - $331K
|
5.85K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
543New |
$308K - $330K
|
543
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
540New |
$307K - $328K
|
540
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
540+ 63.38% |
$307K - $328K
|
1.39K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
540+ 88.96% |
$307K - $328K
|
1.15K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
538+ 0.79% |
$305K - $327K
|
68.8K
$41.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
537+ 60.34% |
$305K - $326K
|
1.43K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
536+ 2.78% |
$304K - $326K
|
19.8K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
531+ 96.37% |
$302K - $323K
|
1.08K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
531+ 86.48% |
$302K - $323K
|
1.15K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
531+ 8.1% |
$302K - $323K
|
7.09K
$4.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
529+ 31.32% |
$300K - $322K
|
2.22K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
528+ 0.77% |
$300K - $321K
|
68.9K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
PUT |
527New |
$299K - $320K
|
527
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
527New |
$299K - $320K
|
527
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
524+ 19.62% |
$298K - $318K
|
3.2K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
524+ 27.18% |
$298K - $318K
|
2.45K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
523+ 1.41% |
$297K - $318K
|
37.5K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
519+ 4.91% |
$295K - $315K
|
11.1K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
517+ 51.44% |
$294K - $314K
|
1.52K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
516New |
$293K - $314K
|
516
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
513New |
$291K - $312K
|
513
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
513New |
$291K - $312K
|
513
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
511+ 1.09% |
$290K - $311K
|
47.3K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
510New |
$290K - $310K
|
510
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
509+ 49.95% |
$289K - $309K
|
1.53K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
508New |
$288K - $309K
|
508
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
508New |
$288K - $309K
|
508
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
504+ 2.65% |
$286K - $306K
|
19.5K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
500+ 16.13% |
$284K - $304K
|
3.6K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
CALL |
500New |
$284K - $304K
|
500
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
CALL |
500+ 55.56% |
$284K - $304K
|
1.4K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$284K - $304K
|
500
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
499+ 2.79% |
$283K - $303K
|
18.4K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
499+ 29.68% |
$283K - $303K
|
2.18K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
495+ 4.67% |
$281K - $301K
|
11.1K
$6.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
494New |
$280K - $300K
|
494
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
492+ 0.4% |
$279K - $299K
|
123K
$73.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
488New |
$277K - $297K
|
488
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
484New |
$275K - $294K
|
484
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
483+ 1.62% |
$274K - $294K
|
30.4K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
483+ 0.92% |
$274K - $294K
|
53K
$31.8M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
482+ 3.43% |
$274K - $293K
|
14.5K
$8.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
482+ 3.16% |
$274K - $293K
|
15.7K
$9.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
479New |
$272K - $291K
|
479
$287K
|