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 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
58+ 0.32% |
$32K - $35.5K
|
18.3K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58+ 1.21% |
$32K - $35.5K
|
4.85K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
56+ 0.16% |
$30.9K - $34.3K
|
35.9K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
56+ 0.34% |
$30.9K - $34.3K
|
16.6K
$9.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
56+ 0.21% |
$30.9K - $34.3K
|
27K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
55+ 0.6% |
$30.3K - $33.7K
|
9.18K
$5.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
55+ 2.68% |
$30.3K - $33.7K
|
2.11K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
54+ 7.59% |
$29.8K - $33.1K
|
765
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
53+ 0.4% |
$29.2K - $32.5K
|
13.4K
$7.83M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
53+ 5.14% |
$29.2K - $32.5K
|
1.09K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 19.49% |
$29.2K - $32.5K
|
325
$189K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
52+ 8.23% |
$28.7K - $31.9K
|
684
$399K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
51+ 1.45% |
$28.1K - $31.3K
|
3.56K
$2.07M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
51+ 14.7% |
$28.1K - $31.3K
|
398
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
51+ 11.23% |
$28.1K - $31.3K
|
505
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
51+ 2.62% |
$28.1K - $31.3K
|
2K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
51+ 1.12% |
$28.1K - $31.3K
|
4.61K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
50+ 5.81% |
$27.6K - $30.6K
|
910
$530K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 0.1% |
$27.6K - $30.6K
|
49K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
50+ 0.48% |
$27.6K - $30.6K
|
10.4K
$6.08M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
50+ 12.66% |
$27.6K - $30.6K
|
445
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.62% |
$27.6K - $30.6K
|
3.14K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 0.19% |
$27.6K - $30.6K
|
26.3K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
49+ 7.59% |
$27K - $30K
|
695
$405K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
49+ 11.69% |
$27K - $30K
|
468
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
49+ 1.85% |
$27K - $30K
|
2.7K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
49+ 6.14% |
$27K - $30K
|
847
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48+ 28.07% |
$26.5K - $29.4K
|
219
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46+ 1.53% |
$25.4K - $28.2K
|
3.06K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
46+ 2.41% |
$25.4K - $28.2K
|
1.95K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
45+ 5.01% |
$24.8K - $27.6K
|
943
$550K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
45+ 0.38% |
$24.8K - $27.6K
|
11.8K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
45+ 9.83% |
$24.8K - $27.6K
|
503
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 0.48% |
$24.8K - $27.6K
|
9.35K
$5.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
45+ 2.66% |
$24.8K - $27.6K
|
1.73K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45+ 0.28% |
$24.8K - $27.6K
|
16.1K
$9.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 9.91% |
$24.8K - $27.6K
|
499
$291K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
44+ 3.62% |
$24.3K - $27K
|
1.26K
$734K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
44+ 0.92% |
$24.3K - $27K
|
4.85K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
43+ 1.21% |
$23.7K - $26.4K
|
3.59K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 22.7% |
$23.2K - $25.7K
|
227
$132K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42+ 0.74% |
$23.2K - $25.7K
|
5.68K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41+ 100.0% |
$22.6K - $25.1K
|
82
$47.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.57% |
$22.6K - $25.1K
|
7.25K
$4.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
41+ 0.98% |
$22.6K - $25.1K
|
4.21K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
40+ 9.64% |
$22.1K - $24.5K
|
455
$265K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.79% |
$22.1K - $24.5K
|
5.09K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
40+ 2.92% |
$22.1K - $24.5K
|
1.41K
$822K
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
40+ 1.68% |
$22.1K - $24.5K
|
2.43K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
39+ 1.02% |
$21.5K - $23.9K
|
3.88K
$2.26M
|