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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
59+ 2.37% |
$36.4K - $39.3K
|
2.55K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
58+ 0.56% |
$35.8K - $38.7K
|
10.5K
$6.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
57+ 1.5% |
$35.2K - $38K
|
3.85K
$2.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
57+ 0.56% |
$35.2K - $38K
|
10.2K
$6.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
56+ 1.83% |
$34.6K - $37.3K
|
3.11K
$2.07M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
56+ 12.81% |
$34.6K - $37.3K
|
493
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
56+ 5.71% |
$34.6K - $37.3K
|
1.04K
$690K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56+ 1.86% |
$34.6K - $37.3K
|
3.07K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55+ 0.79% |
$34K - $36.7K
|
7.05K
$4.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
55+ 0.94% |
$34K - $36.7K
|
5.92K
$3.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 10.42% |
$34K - $36.7K
|
583
$388K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
54+ 1.96% |
$33.4K - $36K
|
2.81K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
54+ 0.7% |
$33.4K - $36K
|
7.72K
$5.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
54+ 0.13% |
$33.4K - $36K
|
42.8K
$28.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
53+ 0.06% |
$32.7K - $35.3K
|
83.9K
$55.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
53+ 10.08% |
$32.7K - $35.3K
|
579
$385K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
52+ 0.31% |
$32.1K - $34.7K
|
17K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
51+ 0.33% |
$31.5K - $34K
|
15.7K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 5.09% |
$31.5K - $34K
|
1.05K
$701K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51+ 1.4% |
$31.5K - $34K
|
3.71K
$2.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 10.53% |
$30.9K - $33.3K
|
525
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
50+ 9.49% |
$30.9K - $33.3K
|
577
$384K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
50+ 0.09% |
$30.9K - $33.3K
|
54.4K
$36.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
50+ 1.22% |
$30.9K - $33.3K
|
4.14K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
49+ 0.41% |
$30.3K - $32.7K
|
12K
$8.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
49+ 12.63% |
$30.3K - $32.7K
|
437
$291K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
48+ 9.2% |
$29.6K - $32K
|
570
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48+ 26.52% |
$29.6K - $32K
|
229
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
48+ 10.23% |
$29.6K - $32K
|
517
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48+ 0.22% |
$29.6K - $32K
|
21.9K
$14.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
48+ 0.9% |
$29.6K - $32K
|
5.4K
$3.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
48+ 0.46% |
$29.6K - $32K
|
10.5K
$7M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 1.79% |
$29K - $31.3K
|
2.68K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
47+ 1.49% |
$29K - $31.3K
|
3.2K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
BUY
|
- |
46+ 9.39% |
$28.4K - $30.7K
|
536
$357K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
46+ 8.5% |
$28.4K - $30.7K
|
587
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 1.8% |
$28.4K - $30.7K
|
2.61K
$1.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
46+ 6.76% |
$28.4K - $30.7K
|
726
$483K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45+ 1.41% |
$27.8K - $30K
|
3.24K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
45+ 0.68% |
$27.8K - $30K
|
6.64K
$4.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
45+ 0.43% |
$27.8K - $30K
|
10.5K
$6.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
45+ 6.28% |
$27.8K - $30K
|
762
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
44+ 0.58% |
$27.2K - $29.3K
|
7.59K
$5.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
44+ 0.73% |
$27.2K - $29.3K
|
6.1K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
43+ 2.37% |
$26.6K - $28.7K
|
1.86K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
43+ 5.4% |
$26.6K - $28.7K
|
840
$559K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
42+ 0.54% |
$25.9K - $28K
|
7.82K
$5.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
40+ 10.7% |
$24.7K - $26.7K
|
414
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
40+ 0.28% |
$24.7K - $26.7K
|
14.2K
$9.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
40+ 5.63% |
$24.7K - $26.7K
|
750
$499K
|
|