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 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
950+ 14.22% |
$524K - $582K
|
7.63K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
949+ 52.26% |
$523K - $582K
|
2.77K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
948+ 55.86% |
$523K - $581K
|
2.65K
$1.66M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
936New |
$516K - $574K
|
936
$589K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
930+ 28.91% |
$513K - $570K
|
4.15K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
927+ 2.42% |
$511K - $568K
|
39.2K
$24.7M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
920New |
$507K - $564K
|
920
$579K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
918+ 3.81% |
$506K - $563K
|
25K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
914+ 100.0% |
$504K - $560K
|
1.83K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
912+ 25.07% |
$503K - $559K
|
4.55K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
906New |
$500K - $555K
|
906
$570K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
901+ 0.98% |
$497K - $552K
|
93.1K
$58.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
900New |
$496K - $552K
|
900
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
898+ 1.74% |
$495K - $550K
|
52.6K
$33.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
887+ 5.63% |
$489K - $544K
|
16.6K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
885+ 25.38% |
$488K - $542K
|
4.37K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
882+ 2.19% |
$486K - $541K
|
41.1K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
879+ 2.2% |
$485K - $539K
|
40.9K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
874+ 15.71% |
$482K - $536K
|
6.44K
$4.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
874+ 3.48% |
$482K - $536K
|
26K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
869+ 9.29% |
$479K - $533K
|
10.2K
$6.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
867+ 2.09% |
$478K - $531K
|
42.3K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
858+ 0.93% |
$473K - $526K
|
93.2K
$58.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
856+ 5.11% |
$472K - $525K
|
17.6K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
854+ 124.31% |
$471K - $523K
|
1.54K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
853+ 16.98% |
$470K - $523K
|
5.88K
$3.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
849New |
$468K - $520K
|
849
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
848+ 4.11% |
$468K - $520K
|
21.5K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
846+ 5.34% |
$467K - $519K
|
16.7K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
842New |
$464K - $516K
|
842
$530K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
824New |
$454K - $505K
|
824
$518K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
820+ 3.7% |
$452K - $503K
|
23K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
807+ 11.96% |
$445K - $495K
|
7.55K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
799+ 1.5% |
$441K - $490K
|
54K
$33.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
797+ 1.52% |
$439K - $489K
|
53.2K
$33.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
791+ 25.07% |
$436K - $485K
|
3.95K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
778+ 195.97% |
$429K - $477K
|
1.18K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
774+ 32.38% |
$427K - $474K
|
3.16K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
770+ 0.81% |
$425K - $472K
|
96K
$60.4M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
768New |
$423K - $471K
|
768
$483K
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
760+ 7.44% |
$419K - $466K
|
11K
$6.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
759New |
$419K - $465K
|
759
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
753+ 2.03% |
$415K - $462K
|
37.9K
$23.8M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
751+ 12.21% |
$414K - $460K
|
6.9K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
750New |
$414K - $460K
|
750
$472K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
747+ 83.74% |
$412K - $458K
|
1.64K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
743New |
$410K - $455K
|
743
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
743+ 18.12% |
$410K - $455K
|
4.84K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
740+ 136.28% |
$408K - $454K
|
1.28K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
739New |
$407K - $453K
|
739
$465K
|