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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
906New |
$500K - $555K
|
906
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
900New |
$496K - $552K
|
900
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
778+ 195.97% |
$429K - $477K
|
1.18K
$782K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
774+ 32.38% |
$427K - $474K
|
3.16K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
768New |
$423K - $471K
|
768
$511K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
751+ 12.21% |
$414K - $460K
|
6.9K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
750New |
$414K - $460K
|
750
$499K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
743New |
$410K - $455K
|
743
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
734New |
$405K - $450K
|
734
$489K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
709+ 16.58% |
$391K - $435K
|
4.98K
$3.32M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
700+ 29.17% |
$386K - $429K
|
3.1K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
660New |
$364K - $405K
|
660
$439K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
532+ 111.06% |
$293K - $326K
|
1.01K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
522New |
$288K - $320K
|
522
$347K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
520New |
$287K - $319K
|
520
$346K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$333K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
487New |
$269K - $298K
|
487
$324K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
474New |
$261K - $291K
|
474
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
437+ 6.98% |
$241K - $268K
|
6.69K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
427New |
$235K - $262K
|
427
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
426New |
$235K - $261K
|
426
$284K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
400New |
$221K - $245K
|
400
$266K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
PUT |
400New |
$221K - $245K
|
400
$266K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
400New |
$221K - $245K
|
400
$266K
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
386New |
$213K - $237K
|
386
$257K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
367+ 191.15% |
$202K - $225K
|
559
$372K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
357+ 1.59% |
$197K - $219K
|
22.7K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Whitford Management LLC
New York, NY |
BUY
|
PUT |
345New |
$190K - $211K
|
345
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
341New |
$188K - $209K
|
341
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
225New |
$124K - $138K
|
225
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
223New |
$123K - $137K
|
223
$148K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
210+ 144.83% |
$116K - $129K
|
355
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$112K - $124K
|
203
$135K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$133K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
PUT |
200New |
$110K - $123K
|
200
$133K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
PUT |
200New |
$110K - $123K
|
200
$133K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
189+ 32.64% |
$104K - $116K
|
768
$511K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
187+ 9.94% |
$103K - $115K
|
2.07K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
185+ 1.2% |
$102K - $113K
|
15.6K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
175+ 17.48% |
$96.5K - $107K
|
1.18K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
134New |
$73.9K - $82.1K
|
134
$89.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
130+ 5.98% |
$71.7K - $79.7K
|
2.31K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
119New |
$65.6K - $72.9K
|
119
$79.2K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
111+ 2.44% |
$61.2K - $68K
|
4.66K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$55.1K - $61.3K
|
100
$66.6K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$66.6K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$66.6K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
94+ 2.12% |
$51.8K - $57.6K
|
4.52K
$3.01M
|
|