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
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.59% |
$11.6K - $12.9K
|
3.59K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20+ 4.96% |
$11K - $12.3K
|
423
$266K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 3.25% |
$11K - $12.3K
|
635
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
20+ 0.7% |
$11K - $12.3K
|
2.87K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 3.57% |
$11K - $12.3K
|
580
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$11K - $12.3K
|
7.7K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.48% |
$10.5K - $11.6K
|
3.97K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19+ 0.2% |
$10.5K - $11.6K
|
9.39K
$5.9M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
19+ 4.73% |
$10.5K - $11.6K
|
421
$264K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$7.19M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19+ 1.09% |
$10.5K - $11.6K
|
1.77K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
19+ 2.64% |
$10.5K - $11.6K
|
739
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$10.5K - $11.6K
|
7.35K
$4.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.83M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$9.93K - $11K
|
7.42K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
18+ 0.46% |
$9.93K - $11K
|
3.9K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$9.93K - $11K
|
32.7K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.95% |
$9.93K - $11K
|
941
$591K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
18+ 3.41% |
$9.93K - $11K
|
546
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 1.87% |
$9.93K - $11K
|
980
$615K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
17+ 3.94% |
$9.37K - $10.4K
|
449
$282K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
17+ 0.1% |
$9.37K - $10.4K
|
16.6K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
17+ 1.01% |
$9.37K - $10.4K
|
1.7K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
17New |
$9.37K - $10.4K
|
17
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16+ 4.27% |
$8.82K - $9.81K
|
391
$246K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.8% |
$8.82K - $9.81K
|
2.02K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$8.82K - $9.81K
|
5.26K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
16+ 3.49% |
$8.82K - $9.81K
|
475
$298K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
15+ 0.28% |
$8.27K - $9.19K
|
5.34K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$8.27K - $9.19K
|
6.96K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.08% |
$8.27K - $9.19K
|
17.8K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
15+ 0.62% |
$8.27K - $9.19K
|
2.44K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
5.98K
$3.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 5.7% |
$8.27K - $9.19K
|
278
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
6.07K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15+ 0.12% |
$8.27K - $9.19K
|
12.1K
$7.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.65% |
$8.27K - $9.19K
|
2.31K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
14+ 0.75% |
$7.72K - $8.58K
|
1.88K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.17% |
$7.72K - $8.58K
|
1.21K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
14+ 2.02% |
$7.72K - $8.58K
|
707
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.38% |
$7.72K - $8.58K
|
3.74K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13+ 0.87% |
$7.17K - $7.97K
|
1.5K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.59% |
$7.17K - $7.97K
|
2.23K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13+ 1.03% |
$7.17K - $7.97K
|
1.28K
$805K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$7.17K - $7.97K
|
3.64K
$2.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 2.73% |
$7.17K - $7.97K
|
489
$307K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
12+ 0.84% |
$6.62K - $7.36K
|
1.45K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
12+ 0.99% |
$6.62K - $7.36K
|
1.23K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12New |
$6.62K - $7.36K
|
12
$7.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
12+ 0.71% |
$6.62K - $7.36K
|
1.7K
$1.07M
|