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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
2.63K+ 140.18% |
$1.72M - $1.81M
|
4.51K
$3M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2.45KNew |
$1.6M - $1.68M
|
2.45K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.38K+ 2.78% |
$1.55M - $1.63M
|
87.8K
$58.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.33K+ 3.03% |
$1.52M - $1.6M
|
79.1K
$52.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.33K+ 3.35% |
$1.52M - $1.6M
|
71.9K
$47.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.32K+ 14.9% |
$1.51M - $1.59M
|
17.9K
$11.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.27KNew |
$1.48M - $1.56M
|
2.27K
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.25K+ 7.94% |
$1.47M - $1.54M
|
30.5K
$20.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.23K+ 69.72% |
$1.46M - $1.53M
|
5.44K
$3.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.2K+ 73.86% |
$1.43M - $1.51M
|
5.17K
$3.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.1KNew |
$1.37M - $1.44M
|
2.1K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.1K+ 15.37% |
$1.37M - $1.44M
|
15.7K
$10.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04K+ 92.06% |
$1.33M - $1.4M
|
4.26K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.02K+ 2.08% |
$1.32M - $1.39M
|
98.7K
$65.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
2.01KNew |
$1.31M - $1.38M
|
2.01K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.78K+ 42.17% |
$1.16M - $1.22M
|
6K
$4M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 115.88% |
$1.05M - $1.1M
|
2.99K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 17.0% |
$1.04M - $1.1M
|
11K
$7.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.49K+ 6.25% |
$975K - $1.03M
|
25.4K
$16.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.47KNew |
$961K - $1.01M
|
1.47K
$979K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.42KNew |
$925K - $973K
|
1.42K
$943K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.41K+ 6.96% |
$920K - $969K
|
21.7K
$14.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.38K+ 53.79% |
$899K - $947K
|
3.94K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.37K+ 5.65% |
$892K - $939K
|
25.5K
$17M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.35K+ 3.0% |
$881K - $927K
|
46.3K
$30.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.34K+ 234.79% |
$877K - $923K
|
1.92K
$1.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
1.34KNew |
$872K - $918K
|
1.34K
$889K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
1.31KNew |
$853K - $898K
|
1.31K
$869K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3K+ 4.57% |
$848K - $893K
|
29.7K
$19.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
1.29KNew |
$842K - $887K
|
1.29K
$859K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.27K+ 4.54% |
$831K - $875K
|
29.3K
$19.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.24K+ 4.93% |
$808K - $850K
|
26.3K
$17.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
1.15KNew |
$750K - $790K
|
1.15K
$765K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
PUT |
1.1KNew |
$718K - $756K
|
1.1K
$732K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.1K+ 3.98% |
$715K - $753K
|
28.6K
$19.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.06K+ 5.03% |
$689K - $725K
|
22K
$14.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1.04K+ 20.69% |
$677K - $712K
|
6.04K
$4.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.03K+ 2.52% |
$674K - $709K
|
41.9K
$27.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
999New |
$652K - $687K
|
999
$665K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
985+ 2.55% |
$643K - $677K
|
39.6K
$26.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
969+ 10.02% |
$633K - $666K
|
10.6K
$7.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
892+ 109.72% |
$582K - $613K
|
1.71K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
880New |
$575K - $605K
|
880
$586K
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
873+ 9.97% |
$570K - $600K
|
9.63K
$6.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
836+ 8.96% |
$546K - $575K
|
10.2K
$6.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
767+ 6.96% |
$501K - $527K
|
11.8K
$7.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
758+ 0.35% |
$495K - $521K
|
215K
$143M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
757+ 176.46% |
$494K - $520K
|
1.19K
$789K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
743+ 11.65% |
$485K - $511K
|
7.12K
$4.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
739New |
$483K - $508K
|
739
$492K
|
|