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 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 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.09K+ 2.24% |
$709K - $747K
|
49.6K
$33M
|
|
|
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
|
|
|
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 20, 2026
Q4 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
607New |
$396K - $417K
|
607
$404K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
601+ 5.79% |
$392K - $413K
|
11K
$7.32M
|
|
|
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 20, 2026
Q4 2025
|
Sara Bay Financial
|
BUY
|
- |
507New |
$331K - $349K
|
507
$337K
|
|
|
Jan 20, 2026
Q4 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
495+ 4.1% |
$323K - $340K
|
12.6K
$8.37M
|
|
|
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 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
451+ 11.52% |
$295K - $310K
|
4.37K
$2.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
432New |
$282K - $297K
|
432
$288K
|
|
|
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
|
|