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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6.33KNew |
$3.49M - $3.88M
|
6.33K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
6.26K+ 94.67% |
$3.45M - $3.84M
|
12.9K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.26K+ 50.14% |
$3.45M - $3.83M
|
18.7K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.22K+ 474.94% |
$3.43M - $3.81M
|
7.53K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.18K+ 50.26% |
$3.41M - $3.79M
|
18.5K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.12K+ 120.5% |
$3.37M - $3.75M
|
11.2K
$6.99M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
6.09K+ 36.84% |
$3.36M - $3.73M
|
22.6K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.98K+ 10.31% |
$3.29M - $3.66M
|
63.9K
$39.9M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
5.97K+ 27.63% |
$3.29M - $3.66M
|
27.6K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.96K+ 142.69% |
$3.28M - $3.65M
|
10.1K
$6.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.94K+ 2.28% |
$3.27M - $3.64M
|
267K
$167M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.89KNew |
$3.25M - $3.61M
|
5.89K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.85K+ 223.78% |
$3.23M - $3.59M
|
8.47K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
5.85K+ 244.5% |
$3.22M - $3.58M
|
8.24K
$5.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.85K+ 4.66% |
$3.22M - $3.58M
|
131K
$81.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 2.0% |
$3.21M - $3.56M
|
297K
$185M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.79K+ 20.1% |
$3.19M - $3.55M
|
34.6K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.79K+ 2.46% |
$3.19M - $3.55M
|
241K
$150M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.69K+ 2.62% |
$3.14M - $3.49M
|
223K
$139M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.67K+ 116.57% |
$3.13M - $3.48M
|
10.5K
$6.57M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.62K+ 18.76% |
$3.1M - $3.44M
|
35.6K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
CALL |
5.6KNew |
$3.09M - $3.43M
|
5.6K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.56K+ 29.48% |
$3.07M - $3.41M
|
24.4K
$15.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.53K+ 16.26% |
$3.05M - $3.39M
|
39.5K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Covalent Partners LLC
Concord, MA |
BUY
|
PUT |
5.5KNew |
$3.03M - $3.37M
|
5.5K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
CALL |
5.5KNew |
$3.03M - $3.37M
|
5.5K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
5.5K+ 152.78% |
$3.03M - $3.37M
|
9.1K
$5.68M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.48K+ 84.33% |
$3.02M - $3.36M
|
12K
$7.48M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.43K+ 0.75% |
$3M - $3.33M
|
733K
$457M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.43K+ 0.72% |
$2.99M - $3.33M
|
756K
$472M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
5.43K+ 3.68% |
$2.99M - $3.33M
|
153K
$95.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
5.4KNew |
$2.98M - $3.31M
|
5.4K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.39K+ 75.03% |
$2.97M - $3.3M
|
12.6K
$7.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.38KNew |
$2.97M - $3.3M
|
5.38K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.36KNew |
$2.95M - $3.28M
|
5.36K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
5.3K+ 95.91% |
$2.92M - $3.25M
|
10.8K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.26K+ 79.17% |
$2.9M - $3.23M
|
11.9K
$7.43M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.19K+ 11.05% |
$2.86M - $3.18M
|
52.1K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.18KNew |
$2.85M - $3.17M
|
5.18K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
5.17KNew |
$2.85M - $3.17M
|
5.17K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 443.8% |
$2.84M - $3.16M
|
6.32K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.08K+ 19.48% |
$2.8M - $3.11M
|
31.1K
$19.4M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.03K+ 6.05% |
$2.78M - $3.08M
|
88.3K
$55.1M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.03K+ 12.47% |
$2.77M - $3.08M
|
45.4K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.02K+ 153.5% |
$2.77M - $3.08M
|
8.29K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.01K+ 25.54% |
$2.76M - $3.07M
|
24.6K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$2.76M - $3.06M
|
5K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
PUT |
5KNew |
$2.76M - $3.06M
|
5K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
5KNew |
$2.76M - $3.06M
|
5K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5K+ 92.28% |
$2.75M - $3.06M
|
10.4K
$6.5M
|