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 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26+ 2.37% |
$14.3K - $15.9K
|
1.12K
$654K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
26+ 0.63% |
$14.3K - $15.9K
|
4.17K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
9.99K
$5.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26+ 1.36% |
$14.3K - $15.9K
|
1.94K
$1.13M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.23% |
$13.8K - $15.3K
|
10.9K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
25+ 0.94% |
$13.8K - $15.3K
|
2.69K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
25+ 0.55% |
$13.8K - $15.3K
|
4.61K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 6.89% |
$13.8K - $15.3K
|
388
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 0.12% |
$13.8K - $15.3K
|
21.2K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
24+ 13.56% |
$13.2K - $14.7K
|
201
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 1.1% |
$13.2K - $14.7K
|
2.21K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 1.67% |
$13.2K - $14.7K
|
1.46K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
24+ 1.94% |
$13.2K - $14.7K
|
1.26K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 10.95% |
$12.7K - $14.1K
|
233
$136K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 4.48% |
$12.7K - $14.1K
|
536
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23+ 0.82% |
$12.7K - $14.1K
|
2.83K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
23+ 0.62% |
$12.7K - $14.1K
|
3.75K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
23New |
$12.7K - $14.1K
|
23
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
23+ 0.44% |
$12.7K - $14.1K
|
5.23K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.44% |
$12.1K - $13.5K
|
5.04K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
22+ 2.59% |
$12.1K - $13.5K
|
872
$508K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
22+ 1.74% |
$12.1K - $13.5K
|
1.28K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
22+ 4.2% |
$12.1K - $13.5K
|
546
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.31% |
$12.1K - $13.5K
|
7.2K
$4.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.8% |
$12.1K - $13.5K
|
2.77K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21+ 2.34% |
$11.6K - $12.9K
|
919
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21+ 13.82% |
$11.6K - $12.9K
|
173
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$11.6K - $12.9K
|
4.44K
$2.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.59% |
$11.6K - $12.9K
|
3.59K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20+ 4.96% |
$11K - $12.3K
|
423
$247K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 3.25% |
$11K - $12.3K
|
635
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.22% |
$11K - $12.3K
|
9.13K
$5.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
20+ 0.65% |
$11K - $12.3K
|
3.1K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
20+ 0.7% |
$11K - $12.3K
|
2.87K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
20+ 3.67% |
$11K - $12.3K
|
565
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 3.57% |
$11K - $12.3K
|
580
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$11K - $12.3K
|
7.7K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.48% |
$10.5K - $11.6K
|
3.97K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19+ 0.2% |
$10.5K - $11.6K
|
9.39K
$5.47M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
19+ 4.73% |
$10.5K - $11.6K
|
421
$245K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$6.67M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19+ 1.09% |
$10.5K - $11.6K
|
1.77K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
19+ 2.64% |
$10.5K - $11.6K
|
739
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$10.5K - $11.6K
|
7.35K
$4.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
18+ 0.46% |
$9.93K - $11K
|
3.9K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$9.93K - $11K
|
32.7K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.95% |
$9.93K - $11K
|
941
$548K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
18+ 3.41% |
$9.93K - $11K
|
546
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 1.87% |
$9.93K - $11K
|
980
$571K
|