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 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
446+ 2.08% |
$246K - $273K
|
21.9K
$13.6M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
445+ 0.19% |
$245K - $273K
|
240K
$150M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
444+ 8.99% |
$245K - $272K
|
5.38K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
444+ 1.38% |
$245K - $272K
|
32.6K
$20.3M
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
444+ 1.71% |
$245K - $272K
|
26.4K
$16.5M
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
443+ 2.3% |
$244K - $272K
|
19.7K
$12.3M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
442+ 0.88% |
$244K - $271K
|
50.6K
$31.5M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
439+ 1.36% |
$242K - $269K
|
32.7K
$20.4M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
438+ 85.38% |
$242K - $268K
|
951
$593K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
438+ 3.95% |
$242K - $268K
|
11.5K
$7.2M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
437+ 19.42% |
$241K - $268K
|
2.69K
$1.68M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
437+ 6.98% |
$241K - $268K
|
6.69K
$4.18M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
434New |
$239K - $266K
|
434
$271K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
430New |
$237K - $264K
|
430
$268K
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
427New |
$235K - $262K
|
427
$266K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
427+ 5.22% |
$235K - $262K
|
8.61K
$5.37M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
426+ 6.73% |
$235K - $261K
|
6.75K
$4.21M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
426+ 10.25% |
$235K - $261K
|
4.58K
$2.86M
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
426New |
$235K - $261K
|
426
$266K
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
425New |
$234K - $260K
|
425
$265K
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
419+ 2.43% |
$231K - $257K
|
17.7K
$11M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
418New |
$230K - $256K
|
418
$261K
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
415+ 14.13% |
$229K - $254K
|
3.35K
$2.09M
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
415New |
$229K - $254K
|
415
$259K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
411New |
$227K - $252K
|
411
$256K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
410New |
$226K - $251K
|
410
$256K
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
409New |
$226K - $251K
|
409
$255K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
409+ 6.97% |
$226K - $251K
|
6.28K
$3.92M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
409New |
$226K - $251K
|
409
$255K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
404+ 52.88% |
$223K - $248K
|
1.17K
$729K
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
402+ 3.7% |
$222K - $246K
|
11.3K
$7.03M
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
402New |
$222K - $246K
|
402
$251K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
400New |
$221K - $245K
|
400
$250K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
PUT |
400New |
$221K - $245K
|
400
$250K
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
400New |
$221K - $245K
|
400
$250K
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
CALL |
400New |
$221K - $245K
|
400
$250K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
400New |
$221K - $245K
|
400
$250K
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
396+ 1.72% |
$218K - $243K
|
23.5K
$14.7M
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
387+ 23.86% |
$213K - $237K
|
2.01K
$1.25M
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
386New |
$213K - $237K
|
386
$241K
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
380+ 17.67% |
$210K - $233K
|
2.53K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
377+ 1.29% |
$208K - $231K
|
29.5K
$18.4M
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
373New |
$206K - $229K
|
373
$233K
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
371+ 4.06% |
$205K - $227K
|
9.51K
$5.93M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
370+ 32.74% |
$204K - $227K
|
1.5K
$936K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
370+ 1.69% |
$204K - $227K
|
22.3K
$13.9M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
368+ 2.84% |
$203K - $226K
|
13.3K
$8.31M
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
368New |
$203K - $226K
|
368
$230K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
367+ 191.15% |
$202K - $225K
|
559
$349K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
366+ 3.51% |
$202K - $224K
|
10.8K
$6.73M
|