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 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
36+ 1.93% |
$19.9K - $22.1K
|
1.91K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.32K
$2.72M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 3.41% |
$19.3K - $21.5K
|
1.06K
$666K
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.3K
$2.7M
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 2.65% |
$19.3K - $21.5K
|
1.36K
$851K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.54% |
$19.3K - $21.5K
|
2.31K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
34+ 7.11% |
$18.7K - $20.8K
|
512
$322K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
34+ 2.37% |
$18.7K - $20.8K
|
1.47K
$924K
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 3.18% |
$18.7K - $20.8K
|
1.1K
$693K
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33+ 2.44% |
$18.2K - $20.2K
|
1.39K
$870K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
33+ 0.06% |
$18.2K - $20.2K
|
52.1K
$32.7M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 2.05% |
$18.2K - $20.2K
|
1.65K
$1.03M
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 5.09% |
$18.2K - $20.2K
|
681
$428K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
32+ 60.38% |
$17.6K - $19.6K
|
85
$53.4K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
32+ 6.53% |
$17.6K - $19.6K
|
522
$328K
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
32+ 8.08% |
$17.6K - $19.6K
|
428
$269K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 7.41% |
$17.6K - $19.6K
|
464
$291K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
30+ 2.73% |
$16.5K - $18.4K
|
1.13K
$709K
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
30+ 0.09% |
$16.5K - $18.4K
|
32.5K
$20.4M
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30+ 6.61% |
$16.5K - $18.4K
|
484
$304K
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
29New |
$16K - $17.8K
|
29
$18.2K
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
29+ 1.44% |
$16K - $17.8K
|
2.04K
$1.28M
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
29+ 2.75% |
$16K - $17.8K
|
1.08K
$680K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
28+ 1.01% |
$15.4K - $17.2K
|
2.79K
$1.75M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
28+ 0.4% |
$15.4K - $17.2K
|
7.01K
$4.4M
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
28+ 4.82% |
$15.4K - $17.2K
|
609
$382K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 3.07% |
$14.9K - $16.5K
|
906
$569K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
27+ 2.9% |
$14.9K - $16.5K
|
957
$601K
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
10.1K
$6.36M
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26+ 2.37% |
$14.3K - $15.9K
|
1.12K
$705K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
9.99K
$6.27M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.23% |
$13.8K - $15.3K
|
10.9K
$6.85M
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
25+ 0.94% |
$13.8K - $15.3K
|
2.69K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
25+ 0.55% |
$13.8K - $15.3K
|
4.61K
$2.9M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 6.89% |
$13.8K - $15.3K
|
388
$244K
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
24+ 13.56% |
$13.2K - $14.7K
|
201
$126K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 1.1% |
$13.2K - $14.7K
|
2.21K
$1.39M
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 1.67% |
$13.2K - $14.7K
|
1.46K
$918K
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
24+ 1.94% |
$13.2K - $14.7K
|
1.26K
$793K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 10.95% |
$12.7K - $14.1K
|
233
$146K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 4.48% |
$12.7K - $14.1K
|
536
$337K
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23+ 0.82% |
$12.7K - $14.1K
|
2.83K
$1.78M
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
23+ 0.44% |
$12.7K - $14.1K
|
5.23K
$3.28M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.44% |
$12.1K - $13.5K
|
5.04K
$3.16M
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
22+ 2.59% |
$12.1K - $13.5K
|
872
$548K
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
22+ 1.74% |
$12.1K - $13.5K
|
1.28K
$806K
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
22+ 4.2% |
$12.1K - $13.5K
|
546
$343K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.31% |
$12.1K - $13.5K
|
7.2K
$4.52M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21+ 2.34% |
$11.6K - $12.9K
|
919
$577K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21+ 13.82% |
$11.6K - $12.9K
|
173
$109K
|