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 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
980+ 8.78% |
$487K - $605K
|
12.1K
$7.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
969+ 16.8% |
$481K - $599K
|
6.74K
$4.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
968+ 150.08% |
$481K - $598K
|
1.61K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
897+ 30.52% |
$445K - $554K
|
3.84K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
890+ 39.95% |
$442K - $550K
|
3.12K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
876+ 31.1% |
$435K - $541K
|
3.69K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
868+ 2.6% |
$431K - $536K
|
34.3K
$21.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
852+ 1.83% |
$423K - $526K
|
47.5K
$29.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
824+ 37.15% |
$409K - $509K
|
3.04K
$1.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
822+ 5.37% |
$408K - $508K
|
16.1K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
809+ 9.37% |
$402K - $500K
|
9.44K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
802+ 8.4% |
$398K - $496K
|
10.4K
$6.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
798+ 62.74% |
$396K - $493K
|
2.07K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
789+ 14.93% |
$392K - $487K
|
6.07K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
775+ 8.69% |
$385K - $479K
|
9.69K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
775+ 21.31% |
$385K - $479K
|
4.41K
$2.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
764+ 20.57% |
$379K - $472K
|
4.48K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
744New |
$369K - $460K
|
744
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
740+ 192.21% |
$367K - $457K
|
1.13K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
734+ 8.81% |
$364K - $454K
|
9.06K
$5.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
723+ 14.57% |
$359K - $447K
|
5.69K
$3.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
717+ 3.1% |
$356K - $443K
|
23.9K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
703+ 273.54% |
$349K - $434K
|
960
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
700+ 25.15% |
$348K - $432K
|
3.48K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
690+ 2.94% |
$343K - $426K
|
24.2K
$15.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
665+ 31.12% |
$330K - $411K
|
2.8K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
661+ 24.62% |
$328K - $408K
|
3.35K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
659+ 9.57% |
$327K - $407K
|
7.55K
$4.74M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
657+ 0.73% |
$326K - $406K
|
91.1K
$57.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
647+ 2.01% |
$321K - $400K
|
32.9K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
643+ 2.43% |
$319K - $397K
|
27.1K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
642+ 5.95% |
$319K - $397K
|
11.4K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
637+ 1.25% |
$316K - $394K
|
51.5K
$32.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 24.53% |
$314K - $390K
|
3.21K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
609+ 2.55% |
$302K - $376K
|
24.4K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
607+ 63.3% |
$301K - $375K
|
1.57K
$984K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.47M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
597+ 3.8% |
$296K - $369K
|
16.3K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
585+ 1.03% |
$290K - $361K
|
57.5K
$36.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
581+ 17.63% |
$288K - $359K
|
3.88K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
574+ 12.79% |
$285K - $355K
|
5.06K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
565New |
$281K - $349K
|
565
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
556New |
$276K - $344K
|
556
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
546+ 6.26% |
$271K - $337K
|
9.27K
$5.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
508+ 20.09% |
$252K - $314K
|
3.04K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
500+ 3.47% |
$248K - $309K
|
14.9K
$9.36M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 2.02% |
$248K - $309K
|
25.3K
$15.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
494New |
$245K - $305K
|
494
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
482+ 6.9% |
$239K - $298K
|
7.47K
$4.69M
|