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 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
13+ 0.07% |
$7.38K - $7.9K
|
19.4K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
13+ 0.65% |
$7.38K - $7.9K
|
2.03K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.62% |
$7.38K - $7.9K
|
509
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$6.81K - $7.29K
|
7.6K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
12+ 1.32% |
$6.81K - $7.29K
|
919
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
12+ 0.26% |
$6.81K - $7.29K
|
4.59K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
12+ 0.02% |
$6.81K - $7.29K
|
64.2K
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
12+ 0.28% |
$6.81K - $7.29K
|
4.26K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.08% |
$6.81K - $7.29K
|
15.5K
$9.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.3% |
$6.81K - $7.29K
|
3.97K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.42% |
$6.81K - $7.29K
|
2.9K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 0.21% |
$6.81K - $7.29K
|
5.68K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
12+ 0.2% |
$6.81K - $7.29K
|
5.99K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12+ 0.51% |
$6.81K - $7.29K
|
2.35K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.25% |
$6.25K - $6.69K
|
4.37K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
11+ 2.53% |
$6.25K - $6.69K
|
445
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11+ 0.3% |
$6.25K - $6.69K
|
3.69K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11+ 0.1% |
$6.25K - $6.69K
|
10.8K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 1.65% |
$5.68K - $6.08K
|
616
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.28% |
$5.68K - $6.08K
|
3.54K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$72.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$72.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
10+ 0.38% |
$5.68K - $6.08K
|
2.65K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.14% |
$5.68K - $6.08K
|
6.95K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
10+ 1.08% |
$5.68K - $6.08K
|
935
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.12% |
$5.68K - $6.08K
|
901
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10+ 0.54% |
$5.68K - $6.08K
|
1.86K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.19% |
$5.68K - $6.08K
|
5.3K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
9New |
$5.11K - $5.47K
|
9
$5.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
9+ 0.07% |
$5.11K - $5.47K
|
12.7K
$7.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9+ 0.4% |
$5.11K - $5.47K
|
2.25K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
9+ 0.44% |
$5.11K - $5.47K
|
2.07K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$5.11K - $5.47K
|
5.37K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9+ 0.23% |
$5.11K - $5.47K
|
3.87K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9+ 0.75% |
$5.11K - $5.47K
|
1.21K
$727K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9+ 0.58% |
$5.11K - $5.47K
|
1.57K
$943K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9+ 1.84% |
$5.11K - $5.47K
|
498
$299K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 1.41% |
$5.11K - $5.47K
|
649
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8+ 0.24% |
$4.54K - $4.86K
|
3.31K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Lattice Capital Management, LLC
|
BUY
|
PUT |
8+ 28.57% |
$4.54K - $4.86K
|
36
$21.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
8+ 1.67% |
$4.54K - $4.86K
|
486
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.67K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.66K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8+ 1.01% |
$4.54K - $4.86K
|
798
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 1.18% |
$3.97K - $4.25K
|
602
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7+ 0.03% |
$3.97K - $4.25K
|
22.5K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
7+ 1.77% |
$3.97K - $4.25K
|
402
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7+ 0.13% |
$3.97K - $4.25K
|
5.42K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7+ 0.16% |
$3.97K - $4.25K
|
4.45K
$2.67M
|