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 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.76K - $3.06K
|
1.19K
$744K
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.36K
$856K
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.76K - $3.06K
|
1.68K
$1.06M
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 1.12% |
$2.76K - $3.06K
|
452
$284K
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$2.76K - $3.06K
|
1.61K
$1.01M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.76K - $3.06K
|
838
$526K
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.53% |
$2.21K - $2.45K
|
763
$479K
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.3% |
$2.21K - $2.45K
|
1.32K
$827K
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 1.11% |
$2.21K - $2.45K
|
363
$228K
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4+ 0.61% |
$2.21K - $2.45K
|
664
$417K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.43% |
$2.21K - $2.45K
|
944
$593K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4+ 0.18% |
$2.21K - $2.45K
|
2.2K
$1.38M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4+ 0.48% |
$2.21K - $2.45K
|
832
$523K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.09% |
$2.21K - $2.45K
|
4.5K
$2.82M
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.32% |
$2.21K - $2.45K
|
1.25K
$782K
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
4+ 0.37% |
$2.21K - $2.45K
|
1.09K
$686K
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.08% |
$2.21K - $2.45K
|
4.75K
$2.98M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 1.2% |
$2.21K - $2.45K
|
337
$212K
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.33% |
$1.65K - $1.84K
|
899
$565K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.23% |
$1.65K - $1.84K
|
1.28K
$805K
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3+ 0.77% |
$1.65K - $1.84K
|
393
$247K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.1% |
$1.65K - $1.84K
|
2.87K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.31% |
$1.65K - $1.84K
|
977
$614K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.04K
$651K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3+ 0.05% |
$1.65K - $1.84K
|
6.47K
$4.06M
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3+ 0.22% |
$1.65K - $1.84K
|
1.34K
$843K
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$1.65K - $1.84K
|
5.86K
$3.68M
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.65K - $1.84K
|
909
$571K
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.16% |
$1.65K - $1.84K
|
1.83K
$1.15M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.44K
$2.79M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$1.65K - $1.84K
|
2.55K
$1.6M
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.23% |
$1.65K - $1.84K
|
1.28K
$806K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3New |
$1.65K - $1.84K
|
3
$1.88K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.82% |
$1.65K - $1.84K
|
368
$231K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.37K
$2.75M
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3+ 0.46% |
$1.65K - $1.84K
|
657
$413K
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$1.65K - $1.84K
|
2.22K
$1.39M
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.06K
$663K
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2+ 0.35% |
$1.1K - $1.23K
|
572
$359K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2+ 0.93% |
$1.1K - $1.23K
|
217
$136K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.36% |
$1.1K - $1.23K
|
561
$352K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.1K - $1.23K
|
4.93K
$3.09M
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$1.1K - $1.23K
|
717
$450K
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
7.12K
$4.47M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.34% |
$1.1K - $1.23K
|
591
$371K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
5.95K
$3.74M
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
7.07K
$4.44M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.34% |
$1.1K - $1.23K
|
592
$372K
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
6.3K
$3.96M
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.16% |
$1.1K - $1.23K
|
1.27K
$798K
|