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 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
111+ 0.68% |
$61.2K - $68K
|
16.4K
$9.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
111+ 5.58% |
$61.2K - $68K
|
2.1K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
111+ 1.18% |
$61.2K - $68K
|
9.52K
$5.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
111+ 3.18% |
$61.2K - $68K
|
3.6K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
111+ 0.78% |
$61.2K - $68K
|
14.4K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 4.56% |
$60.7K - $67.4K
|
2.52K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110+ 0.87% |
$60.7K - $67.4K
|
12.7K
$7.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
108+ 0.65% |
$59.6K - $66.2K
|
16.7K
$9.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107+ 0.5% |
$59K - $65.6K
|
21.5K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
106+ 2.1% |
$58.5K - $65K
|
5.16K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
105+ 8.11% |
$57.9K - $64.4K
|
1.4K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.95% |
$57.9K - $64.4K
|
5.49K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
102+ 23.34% |
$56.2K - $62.5K
|
539
$314K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102+ 5.15% |
$56.2K - $62.5K
|
2.08K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102+ 14.03% |
$56.2K - $62.5K
|
829
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
101+ 15.93% |
$55.7K - $61.9K
|
735
$428K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
101+ 3.66% |
$55.7K - $61.9K
|
2.86K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$55.1K - $61.3K
|
100
$58.3K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$58.3K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$58.3K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
100+ 6.37% |
$55.1K - $61.3K
|
1.67K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 1.17% |
$55.1K - $61.3K
|
8.66K
$5.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 16.1% |
$55.1K - $61.3K
|
721
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
CALL |
100New |
$55.1K - $61.3K
|
100
$58.3K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
99+ 9.59% |
$54.6K - $60.7K
|
1.13K
$659K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
99+ 2.29% |
$54.6K - $60.7K
|
4.43K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
99+ 3.27% |
$54.6K - $60.7K
|
3.13K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
98+ 1.03% |
$54K - $60.1K
|
9.62K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 3.49% |
$54K - $60.1K
|
2.91K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 3.87% |
$54K - $60.1K
|
2.63K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
98+ 19.48% |
$54K - $60.1K
|
601
$350K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
97+ 6.44% |
$53.5K - $59.5K
|
1.6K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
97+ 0.57% |
$53.5K - $59.5K
|
17K
$9.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
97+ 2.55% |
$53.5K - $59.5K
|
3.91K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
96+ 8.59% |
$52.9K - $58.8K
|
1.21K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
96+ 0.36% |
$52.9K - $58.8K
|
26.9K
$15.7M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
95+ 78.51% |
$52.4K - $58.2K
|
216
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95+ 0.41% |
$52.4K - $58.2K
|
23.5K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
94+ 10.21% |
$51.8K - $57.6K
|
1.02K
$592K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
94+ 14.14% |
$51.8K - $57.6K
|
759
$442K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
94+ 0.05% |
$51.8K - $57.6K
|
203K
$119M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
94+ 2.12% |
$51.8K - $57.6K
|
4.52K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
94+ 1.71% |
$51.8K - $57.6K
|
5.58K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
93+ 1.84% |
$51.3K - $57K
|
5.14K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
93+ 0.47% |
$51.3K - $57K
|
19.9K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
93+ 0.7% |
$51.3K - $57K
|
13.4K
$7.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
93+ 9.48% |
$51.3K - $57K
|
1.07K
$626K
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
BUY
|
- |
92+ 23.71% |
$50.7K - $56.4K
|
480
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
92+ 3.36% |
$50.7K - $56.4K
|
2.83K
$1.65M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
91+ 5.5% |
$50.2K - $55.8K
|
1.75K
$1.02M
|