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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.04KNew |
$1.01M - $1.26M
|
2.04K
$1.28M
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 93.59% |
$1M - $1.24M
|
4.17K
$2.62M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.01K+ 250.68% |
$999K - $1.24M
|
2.82K
$1.77M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2K+ 7.28% |
$994K - $1.24M
|
29.5K
$18.5M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
2KNew |
$993K - $1.24M
|
2K
$1.26M
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.95K+ 9.45% |
$966K - $1.2M
|
22.5K
$14.2M
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 22.23% |
$905K - $1.13M
|
10K
$6.29M
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.78K+ 8.72% |
$883K - $1.1M
|
22.2K
$13.9M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.73K+ 15.74% |
$859K - $1.07M
|
12.7K
$7.99M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
CALL |
1.7KNew |
$844K - $1.05M
|
1.7K
$1.07M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.67K+ 15.42% |
$831K - $1.03M
|
12.5K
$7.87M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.65K+ 78.98% |
$817K - $1.02M
|
3.73K
$2.34M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 23.36% |
$800K - $995K
|
8.51K
$5.34M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.58K+ 14.53% |
$786K - $978K
|
12.5K
$7.84M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 1.63% |
$780K - $971K
|
98.2K
$61.7M
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.53K+ 143.31% |
$761K - $947K
|
2.6K
$1.63M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
1.5KNew |
$745K - $927K
|
1.5K
$942K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.49K+ 12.5% |
$741K - $922K
|
13.4K
$8.44M
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.46K+ 5.84% |
$725K - $903K
|
26.5K
$16.6M
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.45K+ 908.13% |
$721K - $898K
|
1.61K
$1.01M
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.45K+ 2.05% |
$717K - $893K
|
71.9K
$45.1M
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.44K+ 5.78% |
$715K - $890K
|
26.4K
$16.5M
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.43K+ 109.63% |
$712K - $886K
|
2.74K
$1.72M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.43K+ 9.76% |
$710K - $884K
|
16.1K
$10.1M
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.43K+ 1.76% |
$708K - $881K
|
82.3K
$51.7M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.42K+ 11.49% |
$704K - $876K
|
13.8K
$8.64M
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$682K - $848K
|
1.37K
$862K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.33K+ 10.0% |
$662K - $824K
|
14.7K
$9.21M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.32K+ 43.36% |
$654K - $814K
|
4.36K
$2.74M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 83.32% |
$652K - $812K
|
2.89K
$1.82M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.31K+ 11.77% |
$648K - $807K
|
12.4K
$7.79M
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.27K+ 5.14% |
$632K - $786K
|
26K
$16.3M
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 12.51% |
$616K - $766K
|
11.1K
$7M
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.22K+ 4.88% |
$604K - $752K
|
26.1K
$16.4M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.22K+ 37.4% |
$604K - $752K
|
4.47K
$2.81M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.18K+ 4.69% |
$585K - $728K
|
26.3K
$16.5M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.17K+ 36.4% |
$581K - $724K
|
4.39K
$2.76M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.15K+ 5.48% |
$573K - $713K
|
22.2K
$14M
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.14K+ 5.31% |
$567K - $706K
|
22.7K
$14.2M
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.1K+ 5.36% |
$545K - $678K
|
21.6K
$13.6M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.08K+ 11.44% |
$537K - $668K
|
10.5K
$6.61M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 4.44% |
$518K - $645K
|
24.6K
$15.4M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.02K+ 43.52% |
$508K - $633K
|
3.38K
$2.12M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 4.65% |
$508K - $632K
|
23K
$14.5M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 2.46% |
$502K - $625K
|
42.1K
$26.4M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.56% |
$499K - $622K
|
65.4K
$41.1M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
PUT |
1K+ 40.0% |
$496K - $618K
|
3.5K
$2.2M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
999+ 7.47% |
$496K - $617K
|
14.4K
$9.03M
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
981+ 3.49% |
$487K - $606K
|
29.1K
$18.3M
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
980+ 27.4% |
$487K - $605K
|
4.56K
$2.86M
|