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 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
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
707+ 28.42% |
$462K - $486K
|
3.2K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
707+ 4.07% |
$462K - $486K
|
18.1K
$12M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
700+ 5.09% |
$457K - $481K
|
14.4K
$9.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
692+ 3.42% |
$452K - $476K
|
20.9K
$13.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
673+ 2.82% |
$439K - $463K
|
24.5K
$16.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
656+ 38.03% |
$428K - $451K
|
2.38K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
641+ 27.8% |
$419K - $441K
|
2.95K
$1.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
635+ 104.61% |
$415K - $436K
|
1.24K
$827K
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
593+ 113.6% |
$387K - $408K
|
1.12K
$742K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
582+ 18.77% |
$380K - $400K
|
3.68K
$2.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
572+ 16.79% |
$374K - $393K
|
3.98K
$2.65M
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
569+ 9.3% |
$372K - $391K
|
6.69K
$4.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
567+ 4.54% |
$370K - $390K
|
13.1K
$8.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
520New |
$340K - $357K
|
520
$346K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
518+ 10.97% |
$338K - $356K
|
5.24K
$3.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
489New |
$319K - $336K
|
489
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
479+ 5.61% |
$313K - $329K
|
9.02K
$6.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
474+ 8.18% |
$310K - $326K
|
6.27K
$4.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
419+ 0.56% |
$274K - $288K
|
74.9K
$49.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
416+ 2.1% |
$272K - $286K
|
20.2K
$13.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
410+ 3.51% |
$268K - $282K
|
12.1K
$8.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
393+ 9.82% |
$257K - $270K
|
4.4K
$2.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
393+ 7.07% |
$257K - $270K
|
5.95K
$3.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
390+ 64.36% |
$255K - $268K
|
996
$663K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
390+ 3.86% |
$255K - $268K
|
10.5K
$6.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
381+ 1.16% |
$249K - $262K
|
33.4K
$22.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
366+ 1.37% |
$239K - $252K
|
27K
$18M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
357+ 2.99% |
$233K - $245K
|
12.3K
$8.17M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
356+ 1.2% |
$232K - $245K
|
29.9K
$19.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
347+ 2.91% |
$227K - $239K
|
12.3K
$8.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
342+ 60.53% |
$223K - $235K
|
907
$604K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
326+ 3.75% |
$213K - $224K
|
9.01K
$6M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
321+ 18.31% |
$210K - $221K
|
2.07K
$1.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
320+ 96.39% |
$209K - $220K
|
652
$434K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
307+ 38.62% |
$200K - $211K
|
1.1K
$734K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
304+ 6.78% |
$199K - $209K
|
4.79K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
James Hambro & Partners
|
BUY
|
- |
302+ 40.92% |
$197K - $208K
|
1.04K
$692K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
300+ 23.68% |
$196K - $206K
|
1.57K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
PUT |
300New |
$196K - $206K
|
300
$200K
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
297New |
$194K - $204K
|
297
$198K
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
290+ 8.77% |
$189K - $199K
|
3.6K
$2.39M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
290+ 2.87% |
$189K - $199K
|
10.4K
$6.93M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
289+ 1.78% |
$189K - $199K
|
16.6K
$11M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
280+ 7.56% |
$183K - $192K
|
3.99K
$2.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
275+ 8.01% |
$180K - $189K
|
3.71K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
275+ 5.48% |
$180K - $189K
|
5.3K
$3.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
274+ 22.89% |
$179K - $188K
|
1.47K
$979K
|
|