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 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
324+ 68.79% |
$161K - $200K
|
795
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
316+ 13.6% |
$157K - $195K
|
2.64K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
311+ 20.18% |
$154K - $192K
|
1.85K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
309+ 2.99% |
$153K - $191K
|
10.7K
$6.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
305+ 0.73% |
$151K - $188K
|
42.2K
$26.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 2.98% |
$150K - $187K
|
10.4K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
302+ 14.24% |
$150K - $187K
|
2.42K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
301+ 0.78% |
$149K - $186K
|
38.7K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
295+ 10.96% |
$146K - $182K
|
2.99K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
293+ 17.64% |
$145K - $181K
|
1.95K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
282+ 6.79% |
$140K - $174K
|
4.43K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
281+ 41.45% |
$140K - $174K
|
959
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
278+ 26.45% |
$138K - $172K
|
1.33K
$835K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
275+ 7.79% |
$137K - $170K
|
3.8K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
268+ 0.41% |
$133K - $166K
|
65.6K
$41.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
263+ 51.17% |
$131K - $162K
|
777
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
262+ 5.67% |
$130K - $162K
|
4.89K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
258+ 36.39% |
$128K - $159K
|
967
$607K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
256+ 5.8% |
$127K - $158K
|
4.67K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
250+ 0.56% |
$124K - $154K
|
45.2K
$28.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
250+ 4.55% |
$124K - $154K
|
5.74K
$3.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
249+ 19.14% |
$124K - $154K
|
1.55K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
248+ 38.69% |
$123K - $153K
|
889
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
247+ 1.23% |
$123K - $153K
|
20.3K
$12.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 11.19% |
$115K - $143K
|
2.31K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
229+ 3.34% |
$114K - $141K
|
7.08K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
229+ 1.83% |
$114K - $141K
|
12.7K
$7.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
228+ 9.77% |
$113K - $141K
|
2.56K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
226+ 11.28% |
$112K - $140K
|
2.23K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
225+ 7.15% |
$112K - $139K
|
3.37K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
223+ 36.62% |
$111K - $138K
|
832
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
218+ 2.69% |
$108K - $135K
|
8.33K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
215+ 10.03% |
$107K - $133K
|
2.36K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
211+ 0.57% |
$105K - $130K
|
37.4K
$23.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
210+ 8.02% |
$104K - $130K
|
2.83K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
205+ 41.92% |
$102K - $127K
|
694
$436K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
204+ 3.75% |
$101K - $126K
|
5.64K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
203+ 1.12% |
$101K - $125K
|
18.3K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
202+ 17.6% |
$100K - $125K
|
1.35K
$848K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
201+ 0.33% |
$99.8K - $124K
|
60.7K
$38.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
201+ 0.69% |
$99.8K - $124K
|
29.1K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
200+ 1.36% |
$99.3K - $124K
|
14.9K
$9.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
199+ 11.56% |
$98.8K - $123K
|
1.92K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
198+ 48.77% |
$98.3K - $122K
|
604
$379K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
198+ 6.73% |
$98.3K - $122K
|
3.14K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
193+ 34.9% |
$95.8K - $119K
|
746
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
178+ 0.36% |
$88.4K - $110K
|
49.1K
$30.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
176+ 6.69% |
$87.4K - $109K
|
2.81K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
176+ 14.29% |
$87.4K - $109K
|
1.41K
$884K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
176+ 1.82% |
$87.4K - $109K
|
9.84K
$6.18M
|