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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
176New |
$99.9K - $107K
|
176
$111K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
171New |
$97.1K - $104K
|
171
$108K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 23.29% |
$94.8K - $102K
|
884
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
148+ 22.91% |
$84K - $90K
|
794
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
134+ 93.06% |
$76.1K - $81.4K
|
278
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
131+ 15.3% |
$74.4K - $79.6K
|
987
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
129+ 5.61% |
$73.2K - $78.4K
|
2.43K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
124+ 20.16% |
$70.4K - $75.4K
|
739
$465K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
117New |
$66.4K - $71.1K
|
117
$73.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
116New |
$65.9K - $70.5K
|
116
$72.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
116+ 12.61% |
$65.9K - $70.5K
|
1.04K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
102New |
$57.9K - $62K
|
102
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
100+ 22.37% |
$56.8K - $60.8K
|
547
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
100New |
$56.8K - $60.8K
|
100
$62.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
94+ 12.19% |
$53.4K - $57.1K
|
865
$544K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85New |
$48.3K - $51.7K
|
85
$53.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
82+ 0.75% |
$46.6K - $49.8K
|
11.1K
$6.96M
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
78+ 9.17% |
$44.3K - $47.4K
|
929
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
78+ 17.22% |
$44.3K - $47.4K
|
531
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
74+ 10.04% |
$42K - $45K
|
811
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
72+ 17.73% |
$40.9K - $43.8K
|
478
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
67+ 2.12% |
$38K - $40.7K
|
3.22K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
58New |
$32.9K - $35.3K
|
58
$36.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$32.4K - $34.6K
|
57
$35.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 9.87% |
$31.2K - $33.4K
|
612
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
52New |
$29.5K - $31.6K
|
52
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
49+ 9.46% |
$27.8K - $29.8K
|
567
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.67% |
$27.8K - $29.8K
|
2.98K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$7.07M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 1.75% |
$23.8K - $25.5K
|
2.45K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 123.53% |
$23.8K - $25.5K
|
76
$47.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
35New |
$19.9K - $21.3K
|
35
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
33+ 1.72% |
$18.7K - $20.1K
|
1.95K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 4.05% |
$18.7K - $20.1K
|
847
$533K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
30+ 56.6% |
$17K - $18.2K
|
83
$52.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30+ 3.56% |
$17K - $18.2K
|
872
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
30+ 25.0% |
$17K - $18.2K
|
150
$94.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
26New |
$14.8K - $15.8K
|
26
$16.4K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.37% |
$13.1K - $14K
|
1.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
20+ 11.17% |
$11.4K - $12.2K
|
199
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
18+ 1.87% |
$10.2K - $10.9K
|
983
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
18+ 11.84% |
$10.2K - $10.9K
|
170
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 4.2% |
$8.52K - $9.12K
|
372
$234K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.49% |
$7.95K - $8.51K
|
2.86K
$1.8M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
10+ 2.86% |
$5.68K - $6.08K
|
360
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 9.01% |
$5.68K - $6.08K
|
121
$76.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.14% |
$5.68K - $6.08K
|
6.95K
$4.37M
|