Latest Institutional Purchases of Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 11, 2025 Q4 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
245
+ 11.04%
$139K - $149K
2.47K $1.55M
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
238
New
$135K - $145K
238 $149K
Feb 11, 2025 Q4 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
216
+ 8.0%
$123K - $131K
2.92K $1.83M
Feb 12, 2025 Q4 2024
Prudent Man Investment Management, Inc.

Louisville, CO
BUY
 -
214
New
$122K - $130K
214 $134K
Feb 14, 2025 Q4 2024
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
203
+ 0.28%
$115K - $123K
72.3K $45.4M
Feb 10, 2025 Q4 2024
Campbell Capital Management Inc

BUY
 -
200
New
$114K - $122K
200 $126K
Feb 06, 2025 Q4 2024
Blue Bell Private Wealth Management, LLC

BUY
 CALL
200
New
$114K - $122K
200 $126K
Feb 03, 2025 Q4 2024
Wolverine Asset Management LLC

BUY
 PUT
200
New
$114K - $122K
200 $126K
Jan 17, 2025 Q4 2024
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 PUT
200
New
$114K - $122K
200 $126K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 PUT
200
New
$114K - $122K
200 $126K
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
194
New
$110K - $118K
194 $122K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
192
New
$109K - $117K
192 $121K
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
179
+ 3.41%
$102K - $109K
5.42K $3.41M
Jul 14, 2025 Q4 2024
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
176
New
$99.9K - $107K
176 $111K
Feb 18, 2025 Q4 2024
University Of Texas

BUY
 -
171
New
$97.1K - $104K
171 $107K
Feb 03, 2025 Q4 2024
Pacific Sun Financial Corp

BUY
 -
167
+ 23.29%
$94.8K - $102K
884 $555K
Feb 07, 2025 Q4 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
164
+ 2.13%
$93.1K - $99.7K
7.87K $4.94M
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
162
New
$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 $620K
Jan 22, 2025 Q4 2024
Baker Boyer National Bank

BUY
 -
129
+ 5.61%
$73.2K - $78.4K
2.43K $1.52M
Feb 03, 2025 Q4 2024
New England Professional Planning Group Inc.

BUY
 -
124
+ 20.16%
$70.4K - $75.4K
739 $464K
Feb 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
117
New
$66.4K - $71.1K
117 $73.5K
Feb 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
116
New
$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
 -
102
New
$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
100
New
$56.8K - $60.8K
100 $62.8K
Jan 14, 2025 Q4 2024
Hoffman, Alan N Investment Management

BUY
 -
94
+ 12.19%
$53.4K - $57.1K
865 $543K
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
85
New
$48.3K - $51.7K
85 $53.4K
Feb 14, 2025 Q4 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
82
+ 0.75%
$46.6K - $49.8K
11.1K $6.95M
Apr 30, 2025 Q4 2024
Bosman Wealth Management, LLC

Redlands, CA
BUY
 -
78
+ 9.17%
$44.3K - $47.4K
929 $583K
Feb 13, 2025 Q4 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
78
+ 17.22%
$44.3K - $47.4K
531 $333K
Jan 21, 2025 Q4 2024
Ti Trust, Inc

BUY
 -
75
+ 3.78%
$42.6K - $45.6K
2.06K $1.29M
Feb 03, 2025 Q4 2024
Arcadia Investment Management Corp

BUY
 -
74
+ 10.04%
$42K - $45K
811 $509K
Jan 24, 2025 Q4 2024
Wespac Advisors So Cal, LLC

BUY
 -
72
+ 17.73%
$40.9K - $43.8K
478 $300K
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
 -
58
New
$32.9K - $35.3K
58 $36.4K
Jan 29, 2025 Q4 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
57
New
$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 $384K
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
52
New
$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 $356K
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 $47.7K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
35
New
$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

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