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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
418+ 0.96% |
$258K - $279K
|
44.1K
$29.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
417+ 15.73% |
$258K - $278K
|
3.07K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
415+ 90.61% |
$256K - $277K
|
873
$581K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
414+ 1.45% |
$256K - $276K
|
29K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
412+ 1.94% |
$254K - $275K
|
21.7K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
409+ 2.04% |
$253K - $273K
|
20.5K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
407+ 8.86% |
$251K - $271K
|
5K
$3.33M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
405New |
$250K - $270K
|
405
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
PUT |
400+ 57.14% |
$247K - $267K
|
1.1K
$732K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
PUT |
400New |
$247K - $267K
|
400
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
399+ 0.28% |
$246K - $266K
|
142K
$94.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
399+ 101.53% |
$246K - $266K
|
792
$527K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
390+ 2.62% |
$241K - $260K
|
15.3K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
388New |
$240K - $259K
|
388
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
387+ 1.05% |
$239K - $258K
|
37.4K
$24.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
386+ 36.52% |
$238K - $257K
|
1.44K
$961K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
383+ 25.9% |
$237K - $255K
|
1.86K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
382+ 2.49% |
$236K - $255K
|
15.7K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
381+ 1.35% |
$235K - $254K
|
28.6K
$19M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
380+ 1.41% |
$235K - $253K
|
27.3K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
380+ 15.18% |
$235K - $253K
|
2.88K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
377+ 5.19% |
$233K - $251K
|
7.63K
$5.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
376New |
$232K - $251K
|
376
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
376New |
$232K - $251K
|
376
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
374+ 13.67% |
$231K - $249K
|
3.11K
$2.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
374New |
$231K - $249K
|
374
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
372New |
$230K - $248K
|
372
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
371+ 83.75% |
$229K - $247K
|
814
$542K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
369+ 0.32% |
$228K - $246K
|
116K
$77.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
369+ 1.99% |
$228K - $246K
|
18.9K
$12.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
369+ 1.43% |
$228K - $246K
|
26.3K
$17.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
368+ 15.33% |
$227K - $245K
|
2.77K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
366+ 2.43% |
$226K - $244K
|
15.4K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
365New |
$225K - $243K
|
365
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
365+ 7.62% |
$225K - $243K
|
5.15K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
365+ 7.97% |
$225K - $243K
|
4.94K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
361+ 39.28% |
$223K - $241K
|
1.28K
$852K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
360+ 16.89% |
$222K - $240K
|
2.49K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
359+ 0.55% |
$222K - $239K
|
65.8K
$43.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
356+ 19.67% |
$220K - $237K
|
2.17K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
356+ 15.96% |
$220K - $237K
|
2.59K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
354+ 0.15% |
$219K - $236K
|
240K
$160M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
353+ 16.81% |
$218K - $235K
|
2.45K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
353+ 3.0% |
$218K - $235K
|
12.1K
$8.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
352+ 2.14% |
$217K - $235K
|
16.8K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
350New |
$216K - $233K
|
350
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
348+ 1.18% |
$215K - $232K
|
29.8K
$19.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
347New |
$214K - $231K
|
347
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
346New |
$214K - $231K
|
346
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
345+ 1.74% |
$213K - $230K
|
20.2K
$13.5M
|
|