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 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
274+ 2.67% |
$156K - $167K
|
10.5K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
271+ 0.66% |
$154K - $165K
|
41.5K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
270+ 2.22% |
$153K - $164K
|
12.4K
$7.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
269+ 9.82% |
$153K - $164K
|
3.01K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
268+ 28.51% |
$152K - $163K
|
1.21K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
268+ 1.99% |
$152K - $163K
|
13.7K
$8.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
266+ 1.09% |
$151K - $162K
|
24.8K
$14.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
263New |
$149K - $160K
|
263
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
263+ 9.36% |
$149K - $160K
|
3.07K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
263+ 10.62% |
$149K - $160K
|
2.74K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
262+ 9.25% |
$149K - $159K
|
3.09K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
262+ 33.68% |
$149K - $159K
|
1.04K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
260+ 0.92% |
$148K - $158K
|
28.6K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 2.05% |
$148K - $158K
|
12.9K
$7.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
260+ 6.54% |
$148K - $158K
|
4.24K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
258+ 3.41% |
$146K - $157K
|
7.82K
$4.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
258+ 4.06% |
$146K - $157K
|
6.62K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
257+ 2.01% |
$146K - $156K
|
13.1K
$7.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
256+ 5.0% |
$145K - $156K
|
5.37K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
256+ 1.32% |
$145K - $156K
|
19.6K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
256+ 6.61% |
$145K - $156K
|
4.13K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
255+ 14.88% |
$145K - $155K
|
1.97K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
254+ 2.13% |
$144K - $154K
|
12.2K
$7.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
253New |
$144K - $154K
|
253
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
252+ 12.27% |
$143K - $153K
|
2.31K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
252New |
$143K - $153K
|
252
$151K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
251+ 42.54% |
$143K - $153K
|
841
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
250+ 8.63% |
$142K - $152K
|
3.15K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
249+ 6.91% |
$141K - $151K
|
3.85K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
245+ 11.04% |
$139K - $149K
|
2.47K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
244+ 12.04% |
$139K - $148K
|
2.27K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
243+ 4.68% |
$138K - $148K
|
5.43K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
240+ 0.92% |
$136K - $146K
|
26.4K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
240+ 8.73% |
$136K - $146K
|
2.99K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
240+ 6.72% |
$136K - $146K
|
3.81K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
240+ 18.56% |
$136K - $146K
|
1.53K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
238New |
$135K - $145K
|
238
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
237+ 9.94% |
$135K - $144K
|
2.62K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
237+ 41.95% |
$135K - $144K
|
802
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
236+ 7.92% |
$134K - $143K
|
3.22K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
236+ 12.97% |
$134K - $143K
|
2.06K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
235+ 1.54% |
$133K - $143K
|
15.4K
$9.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
234+ 0.45% |
$133K - $142K
|
52.4K
$31.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
234+ 9.87% |
$133K - $142K
|
2.61K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
231+ 16.43% |
$131K - $140K
|
1.64K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
229+ 0.18% |
$130K - $139K
|
125K
$74.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
229+ 0.68% |
$130K - $139K
|
33.7K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
228+ 3.67% |
$129K - $139K
|
6.43K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
226+ 1.69% |
$128K - $137K
|
13.6K
$8.17M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
224+ 6.43% |
$127K - $136K
|
3.71K
$2.22M
|