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
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.06K+ 0.75% |
$583K - $648K
|
142K
$88.5M
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.05KNew |
$581K - $645K
|
1.05K
$657K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.05K+ 8.57% |
$580K - $645K
|
13.3K
$8.32M
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.05K+ 63.35% |
$580K - $644K
|
2.71K
$1.69M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 6.31% |
$579K - $644K
|
17.7K
$11M
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.05K+ 7.03% |
$578K - $643K
|
16K
$9.96M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.05K+ 4.89% |
$577K - $641K
|
22.4K
$14M
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.04K+ 8.18% |
$576K - $640K
|
13.8K
$8.61M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.04K+ 17.98% |
$576K - $640K
|
6.85K
$4.28M
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.04K+ 8.24% |
$573K - $637K
|
13.7K
$8.53M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.04K+ 3.83% |
$572K - $636K
|
28.1K
$17.6M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 2.6% |
$567K - $631K
|
40.6K
$25.4M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 3.92% |
$567K - $630K
|
27.2K
$17M
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1.03K+ 132.94% |
$565K - $628K
|
1.8K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.02K+ 2.03% |
$561K - $623K
|
51.1K
$31.9M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.02K+ 16.47% |
$560K - $623K
|
7.19K
$4.48M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.02K+ 8.67% |
$560K - $622K
|
12.7K
$7.94M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
1.01K+ 14.24% |
$558K - $620K
|
8.12K
$5.07M
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
BUY
|
PUT |
1.01K+ 15.42% |
$554K - $616K
|
7.52K
$4.7M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1KNew |
$552K - $614K
|
1K
$625K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
1KNew |
$551K - $613K
|
1K
$624K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
PUT |
1KNew |
$551K - $613K
|
1K
$624K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
1KNew |
$551K - $613K
|
1K
$624K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
PUT |
1K+ 27.78% |
$551K - $613K
|
4.6K
$2.87M
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
993+ 21.81% |
$548K - $609K
|
5.55K
$3.46M
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
992New |
$547K - $608K
|
992
$619K
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
991+ 16.41% |
$546K - $607K
|
7.03K
$4.39M
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
985+ 9.68% |
$543K - $604K
|
11.2K
$6.97M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
984+ 13.95% |
$543K - $603K
|
8.04K
$5.02M
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
983+ 4.32% |
$542K - $603K
|
23.7K
$14.8M
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
969+ 146.37% |
$534K - $594K
|
1.63K
$1.02M
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
967+ 4.04% |
$533K - $593K
|
24.9K
$15.5M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
966+ 7.2% |
$533K - $592K
|
14.4K
$8.97M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
958+ 2.59% |
$528K - $587K
|
38K
$23.7M
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
951+ 2.97% |
$524K - $583K
|
33K
$20.6M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
950+ 14.22% |
$524K - $582K
|
7.63K
$4.76M
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
949+ 52.26% |
$523K - $582K
|
2.77K
$1.73M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
948+ 55.86% |
$523K - $581K
|
2.65K
$1.65M
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
947+ 132.63% |
$522K - $580K
|
1.66K
$1.04M
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
936New |
$516K - $574K
|
936
$584K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
933+ 1.45% |
$514K - $572K
|
65.5K
$40.9M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
930+ 28.91% |
$513K - $570K
|
4.15K
$2.59M
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
927+ 2.42% |
$511K - $568K
|
39.2K
$24.5M
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
920New |
$507K - $564K
|
920
$574K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
918+ 3.81% |
$506K - $563K
|
25K
$15.6M
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
914+ 100.0% |
$504K - $560K
|
1.83K
$1.14M
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
912+ 25.07% |
$503K - $559K
|
4.55K
$2.84M
|
|
May 15, 2025
Q1 2025
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
906New |
$500K - $555K
|
906
$565K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
901+ 0.98% |
$497K - $552K
|
93.1K
$58.1M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
900New |
$496K - $552K
|
900
$562K
|