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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
665+ 22.12% |
$330K - $411K
|
3.67K
$2.44M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$324K - $403K
|
653
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
635+ 134.82% |
$315K - $392K
|
1.11K
$736K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
616New |
$306K - $381K
|
616
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
602+ 1.64% |
$299K - $372K
|
37.4K
$24.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
PUT |
600New |
$298K - $371K
|
600
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.68M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
585+ 0.64% |
$290K - $361K
|
91.7K
$61.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
572New |
$284K - $353K
|
572
$381K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
529New |
$263K - $327K
|
529
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
500+ 16.94% |
$248K - $309K
|
3.45K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
PUT |
500New |
$248K - $309K
|
500
$333K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 2.02% |
$248K - $309K
|
25.3K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
493+ 8.46% |
$245K - $305K
|
6.32K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
485+ 173.21% |
$241K - $300K
|
765
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
475+ 4.55% |
$236K - $293K
|
10.9K
$7.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
475+ 43.34% |
$236K - $293K
|
1.57K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
471+ 21.05% |
$234K - $291K
|
2.71K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
454New |
$225K - $281K
|
454
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
450New |
$223K - $278K
|
450
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
443New |
$220K - $274K
|
443
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
435New |
$216K - $269K
|
435
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
423+ 190.54% |
$210K - $261K
|
645
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
422New |
$210K - $261K
|
422
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
410New |
$204K - $253K
|
410
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
409New |
$203K - $253K
|
409
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
404+ 12.59% |
$201K - $250K
|
3.61K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
403New |
$200K - $249K
|
403
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
403New |
$200K - $249K
|
403
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.82% |
$199K - $247K
|
49.4K
$32.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
PUT |
400New |
$199K - $247K
|
400
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
CALL |
400New |
$199K - $247K
|
400
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
400New |
$199K - $247K
|
400
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
393New |
$195K - $243K
|
393
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
380+ 25.78% |
$189K - $235K
|
1.85K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
372New |
$185K - $230K
|
372
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
371+ 21.21% |
$184K - $229K
|
2.12K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
352New |
$175K - $217K
|
352
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
352New |
$175K - $217K
|
352
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
345New |
$171K - $213K
|
345
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
344New |
$171K - $213K
|
344
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
344New |
$171K - $213K
|
344
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
340+ 91.4% |
$169K - $210K
|
712
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
340New |
$169K - $210K
|
340
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
337New |
$167K - $208K
|
337
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
336New |
$167K - $208K
|
336
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
336New |
$167K - $208K
|
336
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
335New |
$166K - $207K
|
335
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
334New |
$166K - $206K
|
334
$222K
|
|