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 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
625+ 164.47% |
$345K - $383K
|
1.01K
$586K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
622+ 0.92% |
$343K - $381K
|
68.5K
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
617+ 0.49% |
$340K - $378K
|
126K
$73.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
616+ 64.44% |
$340K - $378K
|
1.57K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
614+ 2.27% |
$339K - $376K
|
27.7K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
609+ 17.78% |
$336K - $373K
|
4.03K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
609+ 1.0% |
$336K - $373K
|
61.6K
$35.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
609+ 9.7% |
$336K - $373K
|
6.89K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
608+ 2.04% |
$335K - $373K
|
30.4K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
607+ 1.67% |
$335K - $372K
|
36.9K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
606+ 2.04% |
$334K - $371K
|
30.3K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
606+ 3.92% |
$334K - $371K
|
16.1K
$9.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
604+ 6.65% |
$333K - $370K
|
9.69K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
603+ 2.26% |
$333K - $370K
|
27.3K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
603+ 0.67% |
$333K - $370K
|
90.3K
$52.6M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
600New |
$331K - $368K
|
600
$350K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
600New |
$331K - $368K
|
600
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
PUT |
600+ 150.0% |
$331K - $368K
|
1K
$583K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
600+ 84.15% |
$331K - $368K
|
1.31K
$765K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
597+ 26.18% |
$329K - $366K
|
2.88K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
592+ 35.64% |
$326K - $363K
|
2.25K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
592+ 3.38% |
$326K - $363K
|
18.1K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
588+ 8.39% |
$324K - $360K
|
7.59K
$4.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
585+ 1.43% |
$323K - $359K
|
41.6K
$24.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
585+ 0.53% |
$323K - $359K
|
112K
$65M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
581+ 0.47% |
$320K - $356K
|
126K
$73.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
579+ 2.38% |
$319K - $355K
|
24.9K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
578New |
$319K - $354K
|
578
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
575+ 1.28% |
$317K - $352K
|
45.4K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
571New |
$315K - $350K
|
571
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
571+ 4.45% |
$315K - $350K
|
13.4K
$7.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
570+ 5.3% |
$314K - $349K
|
11.3K
$6.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
568New |
$313K - $348K
|
568
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
567+ 2.92% |
$313K - $348K
|
20K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
563+ 3.37% |
$310K - $345K
|
17.3K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
562+ 52.97% |
$310K - $344K
|
1.62K
$946K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
560+ 16.48% |
$309K - $343K
|
3.96K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
556New |
$307K - $341K
|
556
$324K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
555+ 15.33% |
$306K - $340K
|
4.18K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
553+ 2.84% |
$305K - $339K
|
20.1K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
552+ 66.67% |
$304K - $338K
|
1.38K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
551+ 50.27% |
$304K - $338K
|
1.65K
$960K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
550+ 2.24% |
$303K - $337K
|
25.1K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 11.57% |
$302K - $336K
|
5.28K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
547New |
$302K - $335K
|
547
$319K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
542+ 1.56% |
$299K - $332K
|
35.3K
$20.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
542+ 0.99% |
$299K - $332K
|
55.4K
$32.3M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
542+ 9.6% |
$299K - $332K
|
6.19K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
539+ 1.14% |
$297K - $330K
|
47.7K
$27.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
539New |
$297K - $330K
|
539
$314K
|