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 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
731+ 1.4% |
$403K - $448K
|
52.9K
$33M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
728+ 16.71% |
$401K - $446K
|
5.08K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
728+ 102.25% |
$401K - $446K
|
1.44K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
726+ 40.31% |
$400K - $445K
|
2.53K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
725+ 14.28% |
$400K - $444K
|
5.8K
$3.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725+ 2.18% |
$400K - $444K
|
34K
$21.2M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
722+ 13.98% |
$398K - $443K
|
5.89K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
721+ 12.27% |
$398K - $442K
|
6.6K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
716+ 0.4% |
$395K - $439K
|
179K
$112M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
715+ 59.48% |
$394K - $438K
|
1.92K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
714+ 19.51% |
$394K - $438K
|
4.37K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
714+ 138.91% |
$394K - $438K
|
1.23K
$766K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
712+ 55.67% |
$393K - $436K
|
1.99K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
712+ 0.83% |
$393K - $436K
|
87K
$54.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
709+ 16.58% |
$391K - $435K
|
4.98K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
705+ 39.81% |
$389K - $432K
|
2.48K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
700+ 29.17% |
$386K - $429K
|
3.1K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
697+ 4.53% |
$384K - $427K
|
16.1K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
697+ 2.52% |
$384K - $427K
|
28.4K
$17.7M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
694+ 133.46% |
$383K - $425K
|
1.21K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
692+ 6.24% |
$382K - $424K
|
11.8K
$7.35M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
682+ 0.28% |
$376K - $418K
|
249K
$155M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
681+ 2.02% |
$376K - $417K
|
34.3K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
676+ 7.14% |
$373K - $414K
|
10.1K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
672+ 15.15% |
$371K - $412K
|
5.11K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
663+ 3.61% |
$366K - $406K
|
19K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
661+ 69.87% |
$364K - $405K
|
1.61K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
661+ 174.87% |
$364K - $405K
|
1.04K
$648K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
660New |
$364K - $405K
|
660
$412K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
659+ 3.52% |
$363K - $404K
|
19.4K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
653+ 11.68% |
$360K - $400K
|
6.25K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
651New |
$359K - $399K
|
651
$406K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
642+ 12.37% |
$354K - $394K
|
5.83K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
634+ 7.8% |
$350K - $389K
|
8.76K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
634+ 1.75% |
$350K - $389K
|
36.8K
$23M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
633+ 0.87% |
$349K - $388K
|
73.6K
$45.9M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
630+ 123.77% |
$347K - $386K
|
1.14K
$711K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
626+ 6.97% |
$345K - $384K
|
9.61K
$6M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
625+ 164.47% |
$345K - $383K
|
1.01K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
617+ 0.49% |
$340K - $378K
|
126K
$78.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
616+ 64.44% |
$340K - $378K
|
1.57K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
614+ 2.27% |
$339K - $376K
|
27.7K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
609+ 17.78% |
$336K - $373K
|
4.03K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
609+ 1.0% |
$336K - $373K
|
61.6K
$38.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
609+ 9.7% |
$336K - $373K
|
6.89K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
608+ 2.04% |
$335K - $373K
|
30.4K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
607+ 1.67% |
$335K - $372K
|
36.9K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
606+ 2.04% |
$334K - $371K
|
30.3K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
606+ 3.92% |
$334K - $371K
|
16.1K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
604+ 6.65% |
$333K - $370K
|
9.69K
$6.05M
|