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 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
128+ 23.57% |
$72.7K - $77.8K
|
671
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
128+ 6.94% |
$72.7K - $77.8K
|
1.97K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
128+ 2.71% |
$72.7K - $77.8K
|
4.85K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
126+ 0.82% |
$71.5K - $76.6K
|
15.5K
$9.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
125+ 30.56% |
$71K - $76K
|
534
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
124+ 20.16% |
$70.4K - $75.4K
|
739
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
123+ 10.18% |
$69.8K - $74.8K
|
1.33K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
123+ 6.82% |
$69.8K - $74.8K
|
1.93K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
121+ 0.87% |
$68.7K - $73.5K
|
14K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
120+ 4.26% |
$68.1K - $72.9K
|
2.94K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
120+ 0.13% |
$68.1K - $72.9K
|
95.9K
$57.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
119+ 19.57% |
$67.6K - $72.3K
|
727
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
119+ 0.55% |
$67.6K - $72.3K
|
21.9K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
118+ 7.29% |
$67K - $71.7K
|
1.74K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
118+ 4.75% |
$67K - $71.7K
|
2.6K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
118+ 0.33% |
$67K - $71.7K
|
36K
$21.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
117New |
$66.4K - $71.1K
|
117
$70.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
116New |
$65.9K - $70.5K
|
116
$69.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
116+ 12.61% |
$65.9K - $70.5K
|
1.04K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
114+ 1.03% |
$64.7K - $69.3K
|
11.2K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
114+ 2.22% |
$64.7K - $69.3K
|
5.25K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
114+ 7.41% |
$64.7K - $69.3K
|
1.65K
$992K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
113+ 12.15% |
$64.2K - $68.7K
|
1.04K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
112+ 1.18% |
$63.6K - $68.1K
|
9.61K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
112+ 0.28% |
$63.6K - $68.1K
|
39.6K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110+ 18.03% |
$62.5K - $66.9K
|
720
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
110+ 6.77% |
$62.5K - $66.9K
|
1.74K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
109+ 1.63% |
$61.9K - $66.3K
|
6.81K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
108+ 21.05% |
$61.3K - $65.6K
|
621
$373K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
107+ 1.86% |
$60.8K - $65K
|
5.86K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
107+ 2.74% |
$60.8K - $65K
|
4.01K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 0.64% |
$60.8K - $65K
|
16.9K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 2.01% |
$60.2K - $64.4K
|
5.39K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 1.47% |
$60.2K - $64.4K
|
7.33K
$4.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
105+ 5.51% |
$59.6K - $63.8K
|
2.01K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
103+ 0.48% |
$58.5K - $62.6K
|
21.7K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 0.44% |
$58.5K - $62.6K
|
23.3K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
103+ 9.29% |
$58.5K - $62.6K
|
1.21K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
102New |
$57.9K - $62K
|
102
$61.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
101+ 1.26% |
$57.3K - $61.4K
|
8.1K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
100+ 22.37% |
$56.8K - $60.8K
|
547
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 4.88% |
$56.8K - $60.8K
|
2.15K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
100+ 0.91% |
$56.8K - $60.8K
|
11K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
100New |
$56.8K - $60.8K
|
100
$60K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
99+ 6.72% |
$56.2K - $60.2K
|
1.57K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
99+ 8.62% |
$56.2K - $60.2K
|
1.25K
$749K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
99+ 10.66% |
$56.2K - $60.2K
|
1.03K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
99+ 14.02% |
$56.2K - $60.2K
|
805
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
98+ 3.63% |
$55.6K - $59.6K
|
2.8K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
98+ 7.64% |
$55.6K - $59.6K
|
1.38K
$829K
|