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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.1K+ 37.76% |
$1.16M - $1.29M
|
7.65K
$4.81M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 344.61% |
$1.15M - $1.27M
|
2.68K
$1.69M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.08K+ 260.6% |
$1.15M - $1.27M
|
2.87K
$1.81M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.03K+ 70.9% |
$1.12M - $1.25M
|
4.9K
$3.08M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.03K+ 232.34% |
$1.12M - $1.24M
|
2.9K
$1.82M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 207.06% |
$1.12M - $1.24M
|
3K
$1.89M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 4.25% |
$1.11M - $1.23M
|
49.2K
$30.9M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
PUT |
2KNew |
$1.1M - $1.23M
|
2K
$1.26M
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
CALL |
2K+ 66.67% |
$1.1M - $1.23M
|
5K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.99K+ 2.76% |
$1.1M - $1.22M
|
74.2K
$46.6M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.99K+ 6.7% |
$1.09M - $1.22M
|
31.6K
$19.9M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.98K+ 0.82% |
$1.09M - $1.21M
|
243K
$153M
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
BUY
|
- |
1.97K+ 1.08% |
$1.09M - $1.21M
|
185K
$116M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.97K+ 21.63% |
$1.09M - $1.21M
|
11.1K
$6.97M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.97K+ 0.43% |
$1.09M - $1.21M
|
457K
$287M
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.95KNew |
$1.07M - $1.19M
|
1.95K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.94K+ 3.0% |
$1.07M - $1.19M
|
66.7K
$41.9M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.93K+ 70.29% |
$1.06M - $1.18M
|
4.67K
$2.93M
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.9KNew |
$1.05M - $1.16M
|
1.9K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
1.9KNew |
$1.05M - $1.16M
|
1.9K
$1.19M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.89K+ 18.05% |
$1.04M - $1.16M
|
12.3K
$7.76M
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 12.59% |
$1.04M - $1.15M
|
16.8K
$10.6M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.88K+ 19.87% |
$1.04M - $1.15M
|
11.3K
$7.12M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.84K+ 425.99% |
$1.01M - $1.13M
|
2.27K
$1.43M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.82K+ 16.37% |
$1M - $1.12M
|
12.9K
$8.14M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.8K+ 1.88% |
$994K - $1.11M
|
97.7K
$61.4M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.79K+ 51.23% |
$988K - $1.1M
|
5.29K
$3.32M
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.77K+ 9.82% |
$975K - $1.08M
|
19.8K
$12.4M
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.76KNew |
$972K - $1.08M
|
1.76K
$1.11M
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.76K+ 23.11% |
$969K - $1.08M
|
9.36K
$5.89M
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.74KNew |
$958K - $1.06M
|
1.74K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.73K+ 4.16% |
$956K - $1.06M
|
43.4K
$27.3M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.7K+ 6.26% |
$937K - $1.04M
|
28.8K
$18.1M
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.69KNew |
$931K - $1.03M
|
1.69K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.68KNew |
$925K - $1.03M
|
1.68K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.67K+ 1.72% |
$921K - $1.02M
|
98.6K
$62M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.67K+ 128.09% |
$920K - $1.02M
|
2.97K
$1.87M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.64KNew |
$902K - $1M
|
1.64K
$1.03M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.6% |
$887K - $986K
|
15.5K
$9.74M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
1.6KNew |
$882K - $981K
|
1.6K
$1.01M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.58K+ 289.01% |
$870K - $967K
|
2.12K
$1.34M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.57K+ 23.62% |
$866K - $963K
|
8.22K
$5.17M
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.57K+ 7.68% |
$865K - $962K
|
22K
$13.8M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.55K+ 8.65% |
$852K - $947K
|
19.4K
$12.2M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54K+ 11.91% |
$849K - $943K
|
14.5K
$9.09M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$845K - $939K
|
1.53K
$963K
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.53K+ 0.97% |
$841K - $935K
|
159K
$100M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.52K+ 5.25% |
$835K - $929K
|
30.4K
$19.1M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.51K+ 97.49% |
$835K - $928K
|
3.07K
$1.93M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51K+ 152.74% |
$830K - $923K
|
2.49K
$1.57M
|