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 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
102+ 23.34% |
$56.2K - $62.5K
|
539
$339K
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102+ 5.15% |
$56.2K - $62.5K
|
2.08K
$1.31M
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102+ 14.03% |
$56.2K - $62.5K
|
829
$521K
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
101+ 15.93% |
$55.7K - $61.9K
|
735
$462K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
101+ 3.66% |
$55.7K - $61.9K
|
2.86K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$55.1K - $61.3K
|
100
$62.8K
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$62.8K
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$62.8K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
100+ 6.37% |
$55.1K - $61.3K
|
1.67K
$1.05M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 1.17% |
$55.1K - $61.3K
|
8.66K
$5.44M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 16.1% |
$55.1K - $61.3K
|
721
$453K
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
99+ 9.59% |
$54.6K - $60.7K
|
1.13K
$710K
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
99+ 2.29% |
$54.6K - $60.7K
|
4.43K
$2.78M
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
98+ 1.03% |
$54K - $60.1K
|
9.62K
$6.04M
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 3.49% |
$54K - $60.1K
|
2.91K
$1.83M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 3.87% |
$54K - $60.1K
|
2.63K
$1.65M
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
98+ 19.48% |
$54K - $60.1K
|
601
$377K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
97+ 6.44% |
$53.5K - $59.5K
|
1.6K
$1.01M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
97+ 2.55% |
$53.5K - $59.5K
|
3.91K
$2.45M
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
96+ 8.59% |
$52.9K - $58.8K
|
1.21K
$762K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
96+ 0.36% |
$52.9K - $58.8K
|
26.9K
$16.9M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
95+ 78.51% |
$52.4K - $58.2K
|
216
$136K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
94+ 10.21% |
$51.8K - $57.6K
|
1.02K
$637K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
94+ 14.14% |
$51.8K - $57.6K
|
759
$477K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
94+ 0.05% |
$51.8K - $57.6K
|
203K
$128M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
94+ 2.12% |
$51.8K - $57.6K
|
4.52K
$2.84M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
93+ 1.84% |
$51.3K - $57K
|
5.14K
$3.23M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
93+ 0.47% |
$51.3K - $57K
|
19.9K
$12.5M
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
93+ 0.7% |
$51.3K - $57K
|
13.4K
$8.44M
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
BUY
|
- |
92+ 23.71% |
$50.7K - $56.4K
|
480
$301K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
91+ 5.5% |
$50.2K - $55.8K
|
1.75K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
91+ 15.83% |
$50.2K - $55.8K
|
666
$418K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
91+ 10.56% |
$50.2K - $55.8K
|
953
$599K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
91+ 0.12% |
$50.2K - $55.8K
|
73.9K
$46.4M
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
90+ 0.51% |
$49.6K - $55.2K
|
17.8K
$11.2M
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
90+ 3.67% |
$49.6K - $55.2K
|
2.54K
$1.6M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
90+ 7.29% |
$49.6K - $55.2K
|
1.32K
$832K
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
90+ 6.82% |
$49.6K - $55.2K
|
1.41K
$886K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
89+ 4.57% |
$49.1K - $54.6K
|
2.04K
$1.28M
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
89+ 1.13% |
$49.1K - $54.6K
|
7.95K
$4.99M
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
88+ 19.26% |
$48.5K - $53.9K
|
545
$342K
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
88+ 1.99% |
$48.5K - $53.9K
|
4.51K
$2.83M
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
88+ 8.69% |
$48.5K - $53.9K
|
1.1K
$691K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
87+ 1.06% |
$48K - $53.3K
|
8.29K
$5.21M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
87+ 0.96% |
$48K - $53.3K
|
9.11K
$5.72M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
86+ 60.99% |
$47.4K - $52.7K
|
227
$143K
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.96% |
$47.4K - $52.7K
|
2.99K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$53.4K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$53.4K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
85+ 5.05% |
$46.9K - $52.1K
|
1.77K
$1.11M
|