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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
734New |
$405K - $450K
|
734
$462K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
731+ 1.4% |
$403K - $448K
|
52.9K
$33.3M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
726+ 40.31% |
$400K - $445K
|
2.53K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
725+ 14.28% |
$400K - $444K
|
5.8K
$3.65M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
722+ 13.98% |
$398K - $443K
|
5.89K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
721+ 12.27% |
$398K - $442K
|
6.6K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
716+ 0.4% |
$395K - $439K
|
179K
$112M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
715+ 59.48% |
$394K - $438K
|
1.92K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
712+ 55.67% |
$393K - $436K
|
1.99K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
712+ 0.83% |
$393K - $436K
|
87K
$54.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
709+ 16.58% |
$391K - $435K
|
4.98K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
705+ 39.81% |
$389K - $432K
|
2.48K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
700+ 29.17% |
$386K - $429K
|
3.1K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
697+ 4.53% |
$384K - $427K
|
16.1K
$10.1M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
694+ 133.46% |
$383K - $425K
|
1.21K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
682+ 0.28% |
$376K - $418K
|
249K
$156M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
681+ 2.02% |
$376K - $417K
|
34.3K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
672+ 15.15% |
$371K - $412K
|
5.11K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
663+ 3.61% |
$366K - $406K
|
19K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
661+ 69.87% |
$364K - $405K
|
1.61K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
661+ 174.87% |
$364K - $405K
|
1.04K
$653K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
660New |
$364K - $405K
|
660
$415K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
659+ 3.52% |
$363K - $404K
|
19.4K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
653+ 11.68% |
$360K - $400K
|
6.25K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
642+ 12.37% |
$354K - $394K
|
5.83K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
634+ 7.8% |
$350K - $389K
|
8.76K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
633+ 0.87% |
$349K - $388K
|
73.6K
$46.3M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
630+ 123.77% |
$347K - $386K
|
1.14K
$716K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
626+ 6.97% |
$345K - $384K
|
9.61K
$6.04M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
625+ 164.47% |
$345K - $383K
|
1.01K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
617+ 0.49% |
$340K - $378K
|
126K
$79M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
614+ 2.27% |
$339K - $376K
|
27.7K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
609+ 17.78% |
$336K - $373K
|
4.03K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
609+ 1.0% |
$336K - $373K
|
61.6K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
608+ 2.04% |
$335K - $373K
|
30.4K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
607+ 1.67% |
$335K - $372K
|
36.9K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
606+ 2.04% |
$334K - $371K
|
30.3K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
606+ 3.92% |
$334K - $371K
|
16.1K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
603+ 2.26% |
$333K - $370K
|
27.3K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
603+ 0.67% |
$333K - $370K
|
90.3K
$56.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
600+ 84.15% |
$331K - $368K
|
1.31K
$826K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
597+ 26.18% |
$329K - $366K
|
2.88K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
592+ 35.64% |
$326K - $363K
|
2.25K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
592+ 3.38% |
$326K - $363K
|
18.1K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
588+ 8.39% |
$324K - $360K
|
7.59K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
585+ 1.43% |
$323K - $359K
|
41.6K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
585+ 0.53% |
$323K - $359K
|
112K
$70.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
581+ 0.47% |
$320K - $356K
|
126K
$78.9M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
578New |
$319K - $354K
|
578
$363K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
571New |
$315K - $350K
|
571
$359K
|