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 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
222New |
$122K - $136K
|
222
$139K
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
220+ 21.4% |
$121K - $135K
|
1.25K
$779K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
220+ 1.62% |
$121K - $135K
|
13.8K
$8.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
218+ 23.34% |
$120K - $134K
|
1.15K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
217+ 16.44% |
$120K - $133K
|
1.54K
$959K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
217+ 22.12% |
$120K - $133K
|
1.2K
$748K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
215+ 0.71% |
$119K - $132K
|
30.5K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
215+ 20.69% |
$119K - $132K
|
1.25K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
214+ 0.99% |
$118K - $131K
|
21.9K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
214+ 6.45% |
$118K - $131K
|
3.53K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
213+ 28.48% |
$117K - $131K
|
961
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
212+ 0.87% |
$117K - $130K
|
24.5K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
212+ 2.27% |
$117K - $130K
|
9.55K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211+ 58.13% |
$116K - $129K
|
574
$358K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
211+ 13.86% |
$116K - $129K
|
1.73K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
210+ 144.83% |
$116K - $129K
|
355
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
207+ 2.3% |
$114K - $127K
|
9.21K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
206+ 1.69% |
$114K - $126K
|
12.4K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
205+ 8.2% |
$113K - $126K
|
2.71K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
205+ 5.55% |
$113K - $126K
|
3.9K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
205+ 12.02% |
$113K - $126K
|
1.91K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$112K - $124K
|
203
$127K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
202+ 0.39% |
$111K - $124K
|
52.6K
$32.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
202+ 27.82% |
$111K - $124K
|
928
$579K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
201+ 6.68% |
$111K - $123K
|
3.21K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
201+ 0.35% |
$111K - $123K
|
56.9K
$35.5M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
200+ 1.3% |
$110K - $123K
|
15.6K
$9.74M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$125K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
PUT |
200New |
$110K - $123K
|
200
$125K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$125K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
200+ 43.96% |
$110K - $123K
|
655
$409K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$125K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
PUT |
200New |
$110K - $123K
|
200
$125K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
199+ 7.43% |
$110K - $122K
|
2.88K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
199New |
$110K - $122K
|
199
$124K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
199+ 9.76% |
$110K - $122K
|
2.24K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
199+ 4.71% |
$110K - $122K
|
4.43K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
198+ 4.17% |
$109K - $121K
|
4.95K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
197+ 9.73% |
$109K - $121K
|
2.22K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
196+ 8.75% |
$108K - $120K
|
2.44K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
196+ 4.94% |
$108K - $120K
|
4.16K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 0.28% |
$108K - $120K
|
69K
$43.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
195+ 33.33% |
$108K - $120K
|
780
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
193+ 301.56% |
$106K - $118K
|
257
$160K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
190+ 12.09% |
$105K - $116K
|
1.76K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
190+ 2.04% |
$105K - $116K
|
9.5K
$5.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
190+ 1.41% |
$105K - $116K
|
13.7K
$8.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
190+ 30.35% |
$105K - $116K
|
816
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
189+ 32.64% |
$104K - $116K
|
768
$479K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
189+ 27.23% |
$104K - $116K
|
883
$551K
|