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 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 23.95% |
$2.13M - $2.28M
|
19.4K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.7K+ 4.24% |
$2.1M - $2.25M
|
91.1K
$49.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
PUT |
3.7K+ 1.47% |
$2.1M - $2.25M
|
255K
$137M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.7K+ 3.94% |
$2.1M - $2.25M
|
97.5K
$52.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.66KNew |
$2.08M - $2.22M
|
3.66K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.65K+ 126.88% |
$2.07M - $2.22M
|
6.53K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.65KNew |
$2.07M - $2.22M
|
3.65K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.65K+ 70.28% |
$2.07M - $2.22M
|
8.84K
$4.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.64K+ 330.55% |
$2.06M - $2.21M
|
4.74K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.62KNew |
$2.06M - $2.2M
|
3.62K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.6K+ 1.02% |
$2.04M - $2.19M
|
355K
$191M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.6K+ 18.79% |
$2.04M - $2.19M
|
22.7K
$12.3M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.59KNew |
$2.04M - $2.18M
|
3.59K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.57K+ 280.44% |
$2.03M - $2.17M
|
4.84K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.52KNew |
$2M - $2.14M
|
3.52K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.52K+ 17.23% |
$2M - $2.14M
|
23.9K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.51KNew |
$1.99M - $2.13M
|
3.51K
$1.89M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.5KNew |
$1.99M - $2.13M
|
3.5K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
3.5K+ 30.43% |
$1.99M - $2.13M
|
15K
$8.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
PUT |
3.5K+ 3500.0% |
$1.99M - $2.13M
|
3.6K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
PUT |
3.5KNew |
$1.99M - $2.13M
|
3.5K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.49K+ 32.96% |
$1.98M - $2.12M
|
14.1K
$7.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.49KNew |
$1.98M - $2.12M
|
3.49K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 14.74% |
$1.97M - $2.11M
|
27.1K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.48K+ 19.16% |
$1.97M - $2.11M
|
21.6K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.47KNew |
$1.97M - $2.11M
|
3.47K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.46K+ 2.81% |
$1.96M - $2.1M
|
127K
$68.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.46K+ 3.49% |
$1.96M - $2.1M
|
102K
$55.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.45KNew |
$1.96M - $2.1M
|
3.45K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 4.05% |
$1.95M - $2.09M
|
88.4K
$47.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.43KNew |
$1.95M - $2.09M
|
3.43K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.42KNew |
$1.94M - $2.08M
|
3.42K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.41K+ 3.02% |
$1.94M - $2.07M
|
116K
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.4K+ 285.86% |
$1.93M - $2.06M
|
4.58K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.39KNew |
$1.93M - $2.06M
|
3.39K
$1.83M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.37KNew |
$1.92M - $2.05M
|
3.37K
$1.82M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
3.32KNew |
$1.88M - $2.01M
|
3.32K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.31K+ 9.11% |
$1.88M - $2.01M
|
39.7K
$21.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.31K+ 106.27% |
$1.88M - $2.01M
|
6.42K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 17.24% |
$1.87M - $2M
|
22.4K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.29K+ 42.55% |
$1.87M - $2M
|
11K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
3.28KNew |
$1.86M - $1.99M
|
3.28K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.26K+ 16.0% |
$1.85M - $1.98M
|
23.6K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.23KNew |
$1.83M - $1.96M
|
3.23K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.21K+ 41.31% |
$1.82M - $1.95M
|
11K
$5.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.2K+ 9.27% |
$1.82M - $1.94M
|
37.7K
$20.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
3.2K+ 701.32% |
$1.82M - $1.94M
|
3.65K
$1.97M
|