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
|
Us Bancorp \De\
|
BUY
|
PUT |
287+ 129.86% |
$158K - $176K
|
508
$317K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
286+ 12.69% |
$158K - $175K
|
2.54K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
286+ 16.47% |
$158K - $175K
|
2.02K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
285+ 12.21% |
$157K - $175K
|
2.62K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
285+ 8.51% |
$157K - $175K
|
3.64K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
282+ 5.69% |
$156K - $173K
|
5.24K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
279+ 0.54% |
$154K - $171K
|
51.5K
$32.1M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
274+ 16.29% |
$151K - $168K
|
1.96K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
274+ 10.9% |
$151K - $168K
|
2.79K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
273+ 14.04% |
$151K - $167K
|
2.22K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
272+ 71.02% |
$150K - $167K
|
655
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
271+ 13.14% |
$149K - $166K
|
2.33K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
267+ 0.22% |
$147K - $164K
|
124K
$77.2M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267+ 3.26% |
$147K - $164K
|
8.45K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
267+ 2.64% |
$147K - $164K
|
10.4K
$6.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
267+ 60.0% |
$147K - $164K
|
712
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
265+ 36.96% |
$146K - $162K
|
982
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
264+ 10.26% |
$146K - $162K
|
2.84K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
261+ 0.96% |
$144K - $160K
|
27.5K
$17.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
259+ 7.92% |
$143K - $159K
|
3.53K
$2.2M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
258+ 0.16% |
$142K - $158K
|
159K
$99M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
255+ 1.41% |
$141K - $156K
|
18.3K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
255+ 66.06% |
$141K - $156K
|
641
$400K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
253+ 17.67% |
$140K - $155K
|
1.69K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
253+ 7.65% |
$140K - $155K
|
3.56K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
253+ 12.07% |
$140K - $155K
|
2.35K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248+ 175.89% |
$137K - $152K
|
389
$243K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
245+ 1.0% |
$135K - $150K
|
24.7K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
243New |
$134K - $149K
|
243
$152K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
242+ 9.32% |
$133K - $148K
|
2.84K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
241+ 1.24% |
$133K - $148K
|
19.6K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 4.72% |
$132K - $146K
|
5.3K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
239+ 1.19% |
$132K - $146K
|
20.3K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
239+ 2.78% |
$132K - $146K
|
8.84K
$5.51M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 4.58% |
$130K - $145K
|
5.39K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236+ 9.07% |
$130K - $145K
|
2.84K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
236+ 11.95% |
$130K - $145K
|
2.21K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
234+ 17.89% |
$129K - $143K
|
1.54K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
233New |
$128K - $143K
|
233
$145K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
232+ 0.53% |
$128K - $142K
|
43.7K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
232+ 2.71% |
$128K - $142K
|
8.8K
$5.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
231+ 0.19% |
$127K - $142K
|
123K
$76.8M
|
|
|
May 13, 2025
Q1 2025
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
230+ 0.3% |
$127K - $141K
|
75.7K
$47.2M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
230+ 7.44% |
$127K - $141K
|
3.32K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
227+ 1.53% |
$125K - $139K
|
15.1K
$9.4M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
226+ 4.01% |
$125K - $139K
|
5.86K
$3.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
226+ 44.84% |
$125K - $139K
|
730
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
226+ 3.74% |
$125K - $139K
|
6.27K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
225New |
$124K - $138K
|
225
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
223New |
$123K - $137K
|
223
$139K
|