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 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
532+ 111.06% |
$293K - $326K
|
1.01K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
531+ 6.21% |
$293K - $325K
|
9.08K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
531+ 19.58% |
$293K - $325K
|
3.24K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
530+ 23.29% |
$292K - $325K
|
2.81K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
528+ 3.7% |
$291K - $324K
|
14.8K
$9.31M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
526+ 65.5% |
$290K - $322K
|
1.33K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
525+ 13.63% |
$289K - $322K
|
4.38K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
525+ 44.27% |
$289K - $322K
|
1.71K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
524+ 5.79% |
$289K - $321K
|
9.57K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
524New |
$289K - $321K
|
524
$330K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
523+ 5.34% |
$288K - $321K
|
10.3K
$6.48M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
522New |
$288K - $320K
|
522
$328K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
520New |
$287K - $319K
|
520
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
515+ 0.38% |
$284K - $316K
|
135K
$84.7M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
514+ 46.94% |
$283K - $315K
|
1.61K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
500New |
$276K - $306K
|
500
$314K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
500+ 6.33% |
$276K - $306K
|
8.4K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$314K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
500+ 100.0% |
$276K - $306K
|
1K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$314K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
497+ 6.24% |
$274K - $305K
|
8.46K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
495+ 1.17% |
$273K - $303K
|
42.8K
$26.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
494+ 7.7% |
$272K - $303K
|
6.91K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
487New |
$269K - $298K
|
487
$306K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
484+ 5.91% |
$267K - $297K
|
8.68K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
484+ 57.83% |
$267K - $297K
|
1.32K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
482+ 1.65% |
$266K - $295K
|
29.7K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
482+ 3.13% |
$266K - $295K
|
15.9K
$9.97M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
481+ 130.35% |
$265K - $295K
|
850
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
481+ 2.41% |
$265K - $295K
|
20.4K
$12.9M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
474New |
$261K - $291K
|
474
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
472+ 5.3% |
$260K - $289K
|
9.38K
$5.9M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
471+ 8.62% |
$260K - $289K
|
5.93K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
464+ 1.77% |
$256K - $284K
|
26.7K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
462+ 4.97% |
$255K - $283K
|
9.77K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
460+ 8.01% |
$254K - $282K
|
6.2K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
459+ 6.76% |
$253K - $281K
|
7.25K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
457New |
$252K - $280K
|
457
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
455New |
$251K - $279K
|
455
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
453+ 6.6% |
$250K - $278K
|
7.32K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
450+ 3.44% |
$248K - $276K
|
13.5K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
449New |
$248K - $275K
|
449
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
448+ 2.31% |
$247K - $275K
|
19.8K
$12.5M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
447+ 1.7% |
$246K - $274K
|
26.8K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
447+ 17.05% |
$246K - $274K
|
3.07K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
446+ 2.09% |
$246K - $273K
|
21.8K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
446+ 2.08% |
$246K - $273K
|
21.9K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
445+ 0.19% |
$245K - $273K
|
240K
$151M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
444+ 8.99% |
$245K - $272K
|
5.38K
$3.39M
|