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
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.11KNew |
$1.2M - $1.28M
|
2.11K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.08K+ 21.4% |
$1.18M - $1.26M
|
11.8K
$6.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.02K+ 3.68% |
$1.15M - $1.23M
|
56.9K
$33.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2K+ 42.96% |
$1.14M - $1.22M
|
6.66K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
1.98K+ 133.04% |
$1.12M - $1.2M
|
3.46K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.94KNew |
$1.1M - $1.18M
|
1.94K
$1.15M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.92KNew |
$1.09M - $1.17M
|
1.92K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
PUT |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 14.44% |
$1.05M - $1.13M
|
14.7K
$8.71M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
PUT |
1.8K+ 75.0% |
$1.02M - $1.09M
|
4.2K
$2.49M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.78K+ 0.97% |
$1.01M - $1.08M
|
185K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
1.71KNew |
$973K - $1.04M
|
1.71K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.71KNew |
$972K - $1.04M
|
1.71K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.71KNew |
$969K - $1.04M
|
1.71K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
PUT |
1.7KNew |
$965K - $1.03M
|
1.7K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
PUT |
1.7KNew |
$965K - $1.03M
|
1.7K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
1.65KNew |
$934K - $1M
|
1.65K
$975K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.61KNew |
$914K - $978K
|
1.61K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.61KNew |
$912K - $977K
|
1.61K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.6KNew |
$910K - $974K
|
1.6K
$950K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
CALL |
1.6KNew |
$908K - $972K
|
1.6K
$949K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.58KNew |
$899K - $962K
|
1.58K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.54KNew |
$875K - $937K
|
1.54K
$914K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.47KNew |
$835K - $893K
|
1.47K
$871K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.46K+ 42.82% |
$827K - $885K
|
4.86K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.4KNew |
$796K - $852K
|
1.4K
$831K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.34KNew |
$762K - $816K
|
1.34K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.32KNew |
$752K - $805K
|
1.32K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$739K - $791K
|
1.3K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
CALL |
1.3KNew |
$738K - $790K
|
1.3K
$771K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.3K+ 14.87% |
$736K - $788K
|
10K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$727K - $779K
|
1.28K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.27KNew |
$721K - $772K
|
1.27K
$753K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26KNew |
$714K - $765K
|
1.26K
$746K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.21KNew |
$688K - $737K
|
1.21K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.18K+ 5.03% |
$668K - $715K
|
24.6K
$14.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$640K - $685K
|
1.13K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.12KNew |
$638K - $683K
|
1.12K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$660K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.09K+ 106.32% |
$621K - $665K
|
2.12K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.07K+ 16.62% |
$609K - $652K
|
7.53K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
1.06KNew |
$603K - $645K
|
1.06K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.05K+ 62.28% |
$596K - $638K
|
2.74K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.03K+ 4.08% |
$587K - $628K
|
26.3K
$15.6M
|