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 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
524+ 40.78% |
$289K - $321K
|
1.81K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
523+ 5.34% |
$288K - $321K
|
10.3K
$6.43M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
522+ 5.08% |
$288K - $320K
|
10.8K
$6.74M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
522New |
$288K - $320K
|
522
$326K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
520New |
$287K - $319K
|
520
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
519+ 35.84% |
$286K - $318K
|
1.97K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
515+ 0.38% |
$284K - $316K
|
135K
$84.1M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
514+ 46.94% |
$283K - $315K
|
1.61K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
509New |
$281K - $312K
|
509
$318K
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
500New |
$276K - $306K
|
500
$312K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
500+ 6.33% |
$276K - $306K
|
8.4K
$5.24M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$312K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500+ 14.41% |
$276K - $306K
|
3.97K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
500+ 100.0% |
$276K - $306K
|
1K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$312K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
497+ 6.24% |
$274K - $305K
|
8.46K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
495+ 1.17% |
$273K - $303K
|
42.8K
$26.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
494+ 7.7% |
$272K - $303K
|
6.91K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
490+ 156.05% |
$270K - $300K
|
804
$502K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
487New |
$269K - $298K
|
487
$304K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
485New |
$267K - $297K
|
485
$303K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
484+ 5.91% |
$267K - $297K
|
8.68K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
484New |
$267K - $297K
|
484
$302K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
484+ 57.83% |
$267K - $297K
|
1.32K
$824K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
483+ 4.87% |
$266K - $296K
|
10.4K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
482+ 0.75% |
$266K - $295K
|
64.4K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
482+ 1.65% |
$266K - $295K
|
29.7K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
482+ 3.13% |
$266K - $295K
|
15.9K
$9.9M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
481+ 130.35% |
$265K - $295K
|
850
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
481+ 2.41% |
$265K - $295K
|
20.4K
$12.8M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
474New |
$261K - $291K
|
474
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
472+ 5.3% |
$260K - $289K
|
9.38K
$5.86M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
471+ 8.62% |
$260K - $289K
|
5.93K
$3.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
471+ 203.9% |
$260K - $289K
|
702
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
466+ 7.15% |
$257K - $286K
|
6.98K
$4.36M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
464+ 1.77% |
$256K - $284K
|
26.7K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
462+ 4.97% |
$255K - $283K
|
9.77K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
460+ 8.01% |
$254K - $282K
|
6.2K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
459+ 6.76% |
$253K - $281K
|
7.25K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
457New |
$252K - $280K
|
457
$285K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
457+ 2.43% |
$252K - $280K
|
19.3K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
455New |
$251K - $279K
|
455
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
453+ 6.6% |
$250K - $278K
|
7.32K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
450+ 3.44% |
$248K - $276K
|
13.5K
$8.44M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
449New |
$248K - $275K
|
449
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
448+ 2.31% |
$247K - $275K
|
19.8K
$12.4M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
447+ 1.7% |
$246K - $274K
|
26.8K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
447+ 17.05% |
$246K - $274K
|
3.07K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
446+ 2.09% |
$246K - $273K
|
21.8K
$13.6M
|