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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.67K+ 128.09% |
$920K - $1.02M
|
2.97K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.66K+ 61.88% |
$916K - $1.02M
|
4.35K
$2.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.66K+ 2.09% |
$915K - $1.02M
|
80.9K
$47.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
1.65K+ 1.36% |
$907K - $1.01M
|
122K
$71.2M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.64KNew |
$902K - $1M
|
1.64K
$953K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.6% |
$887K - $986K
|
15.5K
$9.02M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.6KNew |
$884K - $983K
|
1.6K
$935K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
1.6KNew |
$882K - $981K
|
1.6K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 5.9% |
$879K - $977K
|
28.6K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.58K+ 289.01% |
$870K - $967K
|
2.12K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.57K+ 23.62% |
$866K - $963K
|
8.22K
$4.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.57K+ 7.68% |
$865K - $962K
|
22K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.55K+ 1.73% |
$856K - $952K
|
91.5K
$53.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.55K+ 91.3% |
$856K - $952K
|
3.25K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.55K+ 8.65% |
$852K - $947K
|
19.4K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54K+ 11.91% |
$849K - $943K
|
14.5K
$8.43M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$845K - $939K
|
1.53K
$893K
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.53K+ 0.97% |
$841K - $935K
|
159K
$93M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.52K+ 5.25% |
$835K - $929K
|
30.4K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.51K+ 97.49% |
$835K - $928K
|
3.07K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51K+ 152.74% |
$830K - $923K
|
2.49K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 12.71% |
$830K - $922K
|
13.3K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.5K+ 299.2% |
$828K - $921K
|
2K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 8.13% |
$821K - $912K
|
19.8K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 6.64% |
$819K - $911K
|
23.9K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.46K+ 0.54% |
$807K - $897K
|
273K
$159M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.46K+ 196.11% |
$807K - $897K
|
2.21K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.46K+ 4.25% |
$805K - $894K
|
35.8K
$20.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.45K+ 3.02% |
$801K - $890K
|
49.6K
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.45K+ 11.88% |
$799K - $888K
|
13.6K
$7.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.45K+ 20.11% |
$797K - $886K
|
8.63K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 1.53% |
$790K - $878K
|
94.9K
$55.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.42K+ 10.91% |
$785K - $873K
|
14.5K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.41K+ 1187.39% |
$779K - $866K
|
1.53K
$893K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
1.41K+ 48.32% |
$779K - $866K
|
4.34K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.4K+ 10.05% |
$774K - $861K
|
15.4K
$8.96M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.4K+ 46.31% |
$774K - $861K
|
4.44K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.39K+ 0.93% |
$768K - $854K
|
152K
$88.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.37K+ 3.53% |
$758K - $842K
|
40.3K
$23.5M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.37K+ 2.77% |
$757K - $842K
|
50.9K
$29.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.36K+ 228.31% |
$752K - $835K
|
1.96K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 12.68% |
$749K - $833K
|
12.1K
$7.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 28.73% |
$748K - $831K
|
6.08K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35KNew |
$747K - $830K
|
1.35K
$789K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.35K+ 1.45% |
$747K - $830K
|
94.5K
$55.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.35K+ 1.58% |
$744K - $827K
|
86.6K
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.35K+ 1.8% |
$744K - $827K
|
76.2K
$44.4M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.34K+ 13.59% |
$736K - $818K
|
11.2K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.33K+ 1.15% |
$736K - $818K
|
118K
$68.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.31K+ 11.76% |
$723K - $804K
|
12.5K
$7.27M
|