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 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
$9.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
95+ 0.76% |
$47.2K - $58.7K
|
12.7K
$7.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
95+ 13.87% |
$47.2K - $58.7K
|
780
$491K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
92+ 1.79% |
$45.7K - $56.8K
|
5.23K
$3.29M
|
|
|
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
$2.5M
|
|
|
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
$6.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
85+ 9.63% |
$42.2K - $52.5K
|
968
$609K
|
|
|
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
$6.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
76+ 14.02% |
$37.7K - $47K
|
618
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
76+ 1.07% |
$37.7K - $47K
|
7.17K
$4.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75+ 16.16% |
$37.2K - $46.3K
|
539
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
73+ 0.16% |
$36.2K - $45.1K
|
46.7K
$29.3M
|
|
|
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 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70+ 1.61% |
$34.8K - $43.2K
|
4.42K
$2.78M
|
|
|
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
$738K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65+ 17.2% |
$32.3K - $40.2K
|
443
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
64+ 0.06% |
$31.8K - $39.5K
|
98.8K
$62.1M
|
|
|
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
$867K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
58+ 0.81% |
$28.8K - $35.8K
|
7.26K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
57+ 10.84% |
$28.3K - $35.2K
|
583
$367K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
56+ 0.31% |
$27.8K - $34.6K
|
18.4K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
54+ 0.22% |
$26.8K - $33.4K
|
24.1K
$15.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
54+ 0.67% |
$26.8K - $33.4K
|
8.12K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54+ 6.62% |
$26.8K - $33.4K
|
870
$547K
|
|
|
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
$4.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
53+ 1.96% |
$26.3K - $32.7K
|
2.76K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
52+ 2.66% |
$25.8K - $32.1K
|
2K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
51+ 2.06% |
$25.3K - $31.5K
|
2.53K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50+ 1.14% |
$24.8K - $30.9K
|
4.42K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
50+ 3.86% |
$24.8K - $30.9K
|
1.35K
$846K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
49+ 8.38% |
$24.3K - $30.3K
|
634
$399K
|