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
|
Patriot Investment Management Inc.
|
BUY
|
- |
170+ 3.79% |
$84.4K - $105K
|
4.66K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
168+ 0.87% |
$83.4K - $104K
|
19.5K
$12.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
166+ 1.38% |
$82.4K - $103K
|
12.2K
$7.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
165+ 27.5% |
$81.9K - $102K
|
765
$480K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
165+ 11.0% |
$81.9K - $102K
|
1.67K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
164+ 29.87% |
$81.4K - $101K
|
713
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
164+ 17.34% |
$81.4K - $101K
|
1.11K
$697K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
163+ 2.42% |
$80.9K - $101K
|
6.9K
$4.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
161+ 0.75% |
$79.9K - $99.5K
|
21.5K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
159+ 4.24% |
$78.9K - $98.2K
|
3.91K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
151+ 1.4% |
$75K - $93.3K
|
11K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
150+ 3.1% |
$74.5K - $92.7K
|
4.99K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
150+ 37.78% |
$74.5K - $92.7K
|
547
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
145+ 9.33% |
$72K - $89.6K
|
1.7K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
138+ 2.13% |
$68.5K - $85.3K
|
6.62K
$4.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
138+ 5.62% |
$68.5K - $85.3K
|
2.59K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
135+ 7.01% |
$67K - $83.4K
|
2.06K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
133+ 0.91% |
$66K - $82.2K
|
14.8K
$9.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
132+ 6.39% |
$65.5K - $81.6K
|
2.2K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
130+ 1.42% |
$64.5K - $80.3K
|
9.31K
$5.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
127+ 5.89% |
$63.1K - $78.5K
|
2.28K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
127+ 13.63% |
$63.1K - $78.5K
|
1.06K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
127+ 10.01% |
$63.1K - $78.5K
|
1.4K
$877K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
126+ 0.39% |
$62.6K - $77.8K
|
32.6K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
125+ 10.02% |
$62.1K - $77.2K
|
1.37K
$862K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
125+ 3.54% |
$62.1K - $77.2K
|
3.65K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
123+ 2.9% |
$61.1K - $76K
|
4.37K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
122+ 1.3% |
$60.6K - $75.4K
|
9.52K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
122+ 3.77% |
$60.6K - $75.4K
|
3.36K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
121+ 6.64% |
$60.1K - $74.8K
|
1.94K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 16.81% |
$58.6K - $72.9K
|
820
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
116+ 504.35% |
$57.6K - $71.7K
|
139
$87.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
116+ 5.08% |
$57.6K - $71.7K
|
2.4K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
115+ 14.92% |
$57.1K - $71.1K
|
886
$556K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
110+ 2.55% |
$54.6K - $68K
|
4.42K
$2.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
110+ 21.03% |
$54.6K - $68K
|
633
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
108+ 26.34% |
$53.6K - $66.7K
|
518
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
107+ 19.53% |
$53.1K - $66.1K
|
655
$411K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
107+ 0.56% |
$53.1K - $66.1K
|
19.4K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
107+ 2.41% |
$53.1K - $66.1K
|
4.55K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
106+ 3.34% |
$52.6K - $65.5K
|
3.28K
$2.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
106+ 15.06% |
$52.6K - $65.5K
|
810
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
105+ 10.04% |
$52.1K - $64.9K
|
1.15K
$723K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
104+ 6.48% |
$51.6K - $64.3K
|
1.71K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
104+ 3.67% |
$51.6K - $64.3K
|
2.94K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
104+ 11.08% |
$51.6K - $64.3K
|
1.04K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
103+ 3.12% |
$51.1K - $63.6K
|
3.41K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
101+ 9.47% |
$50.1K - $62.4K
|
1.17K
$733K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
97+ 3.48% |
$48.2K - $59.9K
|
2.89K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
96+ 0.67% |
$47.7K - $59.3K
|
14.5K
$9.09M
|