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 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
222+ 4.71% |
$126K - $135K
|
4.94K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
221+ 2.1% |
$125K - $134K
|
10.8K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 2.06% |
$125K - $134K
|
10.9K
$6.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
220+ 29.57% |
$125K - $134K
|
964
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
219+ 9.44% |
$124K - $133K
|
2.54K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
218+ 27.01% |
$124K - $133K
|
1.03K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
217+ 19.89% |
$123K - $132K
|
1.31K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
217+ 11.79% |
$123K - $132K
|
2.06K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
216+ 8.0% |
$123K - $131K
|
2.92K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
216+ 13.04% |
$123K - $131K
|
1.87K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
215+ 36.94% |
$122K - $131K
|
797
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
214+ 9.88% |
$122K - $130K
|
2.38K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
214New |
$122K - $130K
|
214
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
214+ 7.42% |
$122K - $130K
|
3.1K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
214+ 5.51% |
$122K - $130K
|
4.1K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
214+ 4.09% |
$122K - $130K
|
5.45K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
214+ 4.26% |
$122K - $130K
|
5.24K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
213+ 1.14% |
$121K - $129K
|
18.9K
$11.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
211+ 6.91% |
$120K - $128K
|
3.27K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
210+ 0.48% |
$119K - $128K
|
43.9K
$26.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
207+ 25.56% |
$118K - $126K
|
1.02K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
206+ 9.69% |
$117K - $125K
|
2.33K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
205+ 1.88% |
$116K - $125K
|
11.1K
$6.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
204+ 8.67% |
$116K - $124K
|
2.56K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
203+ 0.28% |
$115K - $123K
|
72.3K
$43.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
203+ 55.46% |
$115K - $123K
|
569
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
202+ 1.33% |
$115K - $123K
|
15.4K
$9.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
201+ 17.71% |
$114K - $122K
|
1.34K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
200+ 0.85% |
$114K - $122K
|
23.8K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
200New |
$114K - $122K
|
200
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
CALL |
200New |
$114K - $122K
|
200
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
200+ 5.11% |
$114K - $122K
|
4.12K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
200New |
$114K - $122K
|
200
$120K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
198+ 3.42% |
$112K - $120K
|
5.99K
$3.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
197+ 11.02% |
$112K - $120K
|
1.99K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
196+ 2.8% |
$111K - $119K
|
7.19K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
196+ 4.2% |
$111K - $119K
|
4.87K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
195+ 39.16% |
$111K - $119K
|
693
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
195New |
$111K - $119K
|
195
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
194New |
$110K - $118K
|
194
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
193New |
$110K - $117K
|
193
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
193+ 3.13% |
$110K - $117K
|
6.36K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
192New |
$109K - $117K
|
192
$115K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
192+ 0.8% |
$109K - $117K
|
24.2K
$14.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
192+ 29.36% |
$109K - $117K
|
846
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
191+ 0.66% |
$108K - $116K
|
29.2K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
190+ 3.64% |
$108K - $115K
|
5.4K
$3.24M
|