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 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
341New |
$188K - $209K
|
341
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
337+ 5.2% |
$186K - $207K
|
6.82K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
334+ 3.03% |
$184K - $205K
|
11.4K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
331+ 5.21% |
$183K - $203K
|
6.68K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
331+ 27.84% |
$183K - $203K
|
1.52K
$955K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
329+ 7.29% |
$181K - $202K
|
4.84K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
327+ 30.06% |
$180K - $200K
|
1.42K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
323+ 0.15% |
$178K - $198K
|
214K
$134M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
321+ 5.08% |
$177K - $197K
|
6.64K
$4.17M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
315+ 1.32% |
$174K - $193K
|
24.2K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
315+ 14.81% |
$174K - $193K
|
2.44K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
314+ 22.02% |
$173K - $192K
|
1.74K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
313+ 2.05% |
$173K - $192K
|
15.6K
$9.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
312+ 0.81% |
$172K - $191K
|
39K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
309+ 4.88% |
$170K - $189K
|
6.64K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
305+ 1.16% |
$168K - $187K
|
26.7K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
304+ 9.01% |
$168K - $186K
|
3.68K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
302+ 3.48% |
$167K - $185K
|
8.97K
$5.63M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
PUT |
300+ 1.08% |
$165K - $184K
|
28.2K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
300+ 18.54% |
$165K - $184K
|
1.92K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 1.44% |
$165K - $184K
|
21.2K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
297+ 7.25% |
$164K - $182K
|
4.4K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
295+ 2.87% |
$163K - $181K
|
10.6K
$6.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
295+ 36.83% |
$163K - $181K
|
1.1K
$688K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
294+ 18.41% |
$162K - $180K
|
1.89K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
292+ 17.58% |
$161K - $179K
|
1.95K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
291+ 0.52% |
$160K - $178K
|
55.9K
$35.1M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
291+ 0.65% |
$160K - $178K
|
44.9K
$28.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
PUT |
287+ 129.86% |
$158K - $176K
|
508
$319K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
286+ 12.69% |
$158K - $175K
|
2.54K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
285+ 12.21% |
$157K - $175K
|
2.62K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
285+ 8.51% |
$157K - $175K
|
3.64K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
282+ 5.69% |
$156K - $173K
|
5.24K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
279+ 0.54% |
$154K - $171K
|
51.5K
$32.3M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
274+ 16.29% |
$151K - $168K
|
1.96K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
272+ 71.02% |
$150K - $167K
|
655
$411K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
267+ 0.22% |
$147K - $164K
|
124K
$77.7M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267+ 3.26% |
$147K - $164K
|
8.45K
$5.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
258+ 0.16% |
$142K - $158K
|
159K
$99.7M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
255+ 1.41% |
$141K - $156K
|
18.3K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
253+ 17.67% |
$140K - $155K
|
1.69K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
253+ 12.07% |
$140K - $155K
|
2.35K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248+ 175.89% |
$137K - $152K
|
389
$244K
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
243New |
$134K - $149K
|
243
$153K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
242+ 9.32% |
$133K - $148K
|
2.84K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
241+ 1.24% |
$133K - $148K
|
19.6K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 4.72% |
$132K - $146K
|
5.3K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
239+ 1.19% |
$132K - $146K
|
20.3K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 4.58% |
$130K - $145K
|
5.39K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236+ 9.07% |
$130K - $145K
|
2.84K
$1.78M
|