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 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
95+ 13.87% |
$47.2K - $58.7K
|
780
$490K
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
92+ 1.79% |
$45.7K - $56.8K
|
5.23K
$3.28M
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90+ 2.66% |
$44.7K - $55.6K
|
3.47K
$2.18M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.29% |
$44.2K - $55K
|
3.97K
$2.49M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
89+ 1.99% |
$44.2K - $55K
|
4.57K
$2.87M
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
88+ 1.53% |
$43.7K - $54.4K
|
5.85K
$3.68M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
86+ 0.89% |
$42.7K - $53.1K
|
9.78K
$6.14M
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
85+ 9.63% |
$42.2K - $52.5K
|
968
$608K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
85+ 1.34% |
$42.2K - $52.5K
|
6.41K
$4.03M
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
83+ 4.22% |
$41.2K - $51.3K
|
2.05K
$1.29M
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
83+ 3.5% |
$41.2K - $51.3K
|
2.45K
$1.54M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
83+ 3.06% |
$41.2K - $51.3K
|
2.8K
$1.76M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
81+ 2.94% |
$40.2K - $50K
|
2.83K
$1.78M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.03% |
$40.2K - $50K
|
7.91K
$4.97M
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
79+ 0.73% |
$39.2K - $48.8K
|
10.9K
$6.86M
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
76+ 14.02% |
$37.7K - $47K
|
618
$388K
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
76+ 1.07% |
$37.7K - $47K
|
7.17K
$4.5M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.09% |
$35.3K - $43.9K
|
75.3K
$47.3M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
71+ 0.15% |
$35.3K - $43.9K
|
46.1K
$29M
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71+ 3.09% |
$35.3K - $43.9K
|
2.37K
$1.49M
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
67+ 2.53% |
$33.3K - $41.4K
|
2.72K
$1.71M
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
67+ 0.98% |
$33.3K - $41.4K
|
6.89K
$4.33M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67+ 6.06% |
$33.3K - $41.4K
|
1.17K
$737K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
64+ 0.94% |
$31.8K - $39.5K
|
6.87K
$4.32M
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$31.8K - $39.5K
|
64
$40.2K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
64+ 0.56% |
$31.8K - $39.5K
|
11.6K
$7.28M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
60+ 4.55% |
$29.8K - $37.1K
|
1.38K
$865K
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
56+ 0.31% |
$27.8K - $34.6K
|
18.4K
$11.5M
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
54+ 0.82% |
$26.8K - $33.4K
|
6.65K
$4.18M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
54+ 2.0% |
$26.8K - $33.4K
|
2.75K
$1.73M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 0.82% |
$26.8K - $33.4K
|
6.66K
$4.18M
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
52+ 2.66% |
$25.8K - $32.1K
|
2K
$1.26M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
50+ 3.86% |
$24.8K - $30.9K
|
1.35K
$845K
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
49+ 8.38% |
$24.3K - $30.3K
|
634
$398K
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
49+ 6.23% |
$24.3K - $30.3K
|
836
$525K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.52% |
$22.8K - $28.4K
|
8.86K
$5.56M
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
45+ 1.77% |
$22.3K - $27.8K
|
2.59K
$1.62M
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
45New |
$22.3K - $27.8K
|
45
$28.3K
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
45+ 1.54% |
$22.3K - $27.8K
|
2.97K
$1.86M
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
45+ 0.42% |
$22.3K - $27.8K
|
10.8K
$6.77M
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
44+ 3.1% |
$21.8K - $27.2K
|
1.46K
$919K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
44+ 0.95% |
$21.8K - $27.2K
|
4.66K
$2.92M
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
44+ 9.13% |
$21.8K - $27.2K
|
526
$330K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
44+ 4.04% |
$21.8K - $27.2K
|
1.13K
$712K
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
42+ 4.24% |
$20.9K - $25.9K
|
1.03K
$649K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
42+ 8.77% |
$20.9K - $25.9K
|
521
$327K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41+ 0.62% |
$20.4K - $25.3K
|
6.67K
$4.19M
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
38New |
$18.9K - $23.5K
|
38
$23.9K
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
36+ 4.98% |
$17.9K - $22.2K
|
759
$477K
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
36+ 9.18% |
$17.9K - $22.2K
|
428
$269K
|