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 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
39+ 7.65% |
$24.1K - $26K
|
549
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
39+ 5.84% |
$24.1K - $26K
|
707
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
39+ 0.04% |
$24.1K - $26K
|
92.1K
$61.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
39+ 70.91% |
$24.1K - $26K
|
94
$62.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
38+ 7.16% |
$23.5K - $25.3K
|
569
$379K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
38+ 0.77% |
$23.5K - $25.3K
|
4.96K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
38+ 0.44% |
$23.5K - $25.3K
|
8.63K
$5.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
38+ 1.18% |
$23.5K - $25.3K
|
3.26K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
37+ 0.58% |
$22.9K - $24.7K
|
6.44K
$4.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
37+ 45.68% |
$22.9K - $24.7K
|
118
$78.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
37+ 6.21% |
$22.9K - $24.7K
|
633
$421K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
37+ 0.73% |
$22.9K - $24.7K
|
5.13K
$3.41M
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
36+ 1.09% |
$22.2K - $24K
|
3.34K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
36+ 0.73% |
$22.2K - $24K
|
4.97K
$3.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
36+ 10.34% |
$22.2K - $24K
|
384
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
35+ 0.99% |
$21.6K - $23.3K
|
3.59K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
35New |
$21.6K - $23.3K
|
35
$23.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
35+ 1.16% |
$21.6K - $23.3K
|
3.04K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
35+ 2.52% |
$21.6K - $23.3K
|
1.43K
$949K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
35+ 5.52% |
$21.6K - $23.3K
|
669
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
35+ 5.24% |
$21.6K - $23.3K
|
703
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.12% |
$21.6K - $23.3K
|
28.2K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.53% |
$21K - $22.7K
|
6.41K
$4.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34+ 0.66% |
$21K - $22.7K
|
5.19K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
33+ 2.23% |
$20.4K - $22K
|
1.52K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
33+ 4.87% |
$20.4K - $22K
|
710
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
33+ 5.72% |
$20.4K - $22K
|
610
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
32+ 0.6% |
$19.8K - $21.3K
|
5.37K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
32+ 160.0% |
$19.8K - $21.3K
|
52
$34.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32+ 1.74% |
$19.8K - $21.3K
|
1.87K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32+ 1.41% |
$19.8K - $21.3K
|
2.3K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
31+ 1.33% |
$19.1K - $20.7K
|
2.36K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
31+ 11.15% |
$19.1K - $20.7K
|
309
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
31+ 1.67% |
$19.1K - $20.7K
|
1.88K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
30+ 1.4% |
$18.5K - $20K
|
2.18K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
30+ 2.58% |
$18.5K - $20K
|
1.19K
$793K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
30+ 0.5% |
$18.5K - $20K
|
6.05K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
30+ 8.65% |
$18.5K - $20K
|
377
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
29+ 0.5% |
$17.9K - $19.3K
|
5.82K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
29+ 5.5% |
$17.9K - $19.3K
|
556
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
28+ 4.05% |
$17.3K - $18.7K
|
720
$479K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28+ 0.87% |
$17.3K - $18.7K
|
3.25K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
28+ 1.75% |
$17.3K - $18.7K
|
1.62K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
27+ 0.33% |
$16.7K - $18K
|
8.13K
$5.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
27+ 1.07% |
$16.7K - $18K
|
2.54K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 9.61% |
$16.7K - $18K
|
308
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 0.43% |
$16.7K - $18K
|
6.24K
$4.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
27+ 0.64% |
$16.7K - $18K
|
4.22K
$2.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
27+ 3.59% |
$16.7K - $18K
|
780
$519K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
26+ 3.44% |
$16.1K - $17.3K
|
782
$521K
|
|