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 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
275+ 8.01% |
$180K - $189K
|
3.71K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
275+ 5.48% |
$180K - $189K
|
5.3K
$3.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
274+ 22.89% |
$179K - $188K
|
1.47K
$979K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
274+ 1.65% |
$179K - $188K
|
16.9K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
271+ 36.33% |
$177K - $186K
|
1.02K
$677K
|
|
|
Jan 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
BUY
|
PUT |
270New |
$176K - $186K
|
270
$180K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
260+ 6.66% |
$170K - $179K
|
4.16K
$2.77M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
258+ 0.5% |
$168K - $177K
|
51.5K
$34.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
248+ 5.67% |
$162K - $170K
|
4.62K
$3.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
238+ 0.17% |
$155K - $164K
|
143K
$95.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
236New |
$154K - $162K
|
236
$157K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
235+ 0.44% |
$153K - $162K
|
53.9K
$35.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
234+ 12.53% |
$153K - $161K
|
2.1K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
233+ 5.06% |
$152K - $160K
|
4.84K
$3.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
230+ 12.45% |
$150K - $158K
|
2.08K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
228+ 2.02% |
$149K - $157K
|
11.5K
$7.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
227+ 29.6% |
$148K - $156K
|
994
$662K
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
226+ 6.26% |
$148K - $155K
|
3.84K
$2.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
226+ 96.58% |
$148K - $155K
|
460
$306K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
225+ 0.07% |
$147K - $155K
|
302K
$201M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
218+ 22.31% |
$142K - $150K
|
1.2K
$795K
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
217+ 0.74% |
$142K - $149K
|
29.6K
$19.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
215+ 2.7% |
$140K - $148K
|
8.17K
$5.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
207+ 0.14% |
$135K - $142K
|
143K
$95.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
205+ 16.3% |
$134K - $141K
|
1.46K
$974K
|
|
|
Jan 22, 2026
Q4 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
203+ 18.0% |
$133K - $140K
|
1.33K
$886K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
202+ 1.09% |
$132K - $139K
|
18.8K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
200+ 11.47% |
$131K - $137K
|
1.94K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
CALL |
200+ 15.38% |
$131K - $137K
|
1.5K
$999K
|
|
|
Jan 23, 2026
Q4 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
196+ 0.73% |
$128K - $135K
|
27K
$18M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
192+ 0.89% |
$125K - $132K
|
21.8K
$14.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
187+ 2.95% |
$122K - $129K
|
6.53K
$4.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
187+ 19.6% |
$122K - $129K
|
1.14K
$760K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
185+ 31.95% |
$121K - $127K
|
764
$509K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
184+ 0.19% |
$120K - $126K
|
96.6K
$64.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
184+ 5.36% |
$120K - $126K
|
3.61K
$2.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
184+ 3.29% |
$120K - $126K
|
5.78K
$3.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
BUY
|
- |
177+ 2.03% |
$116K - $122K
|
8.89K
$5.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
172+ 1.7% |
$112K - $118K
|
10.3K
$6.86M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
172+ 5.86% |
$112K - $118K
|
3.11K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
165+ 3.21% |
$108K - $113K
|
5.3K
$3.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
162+ 26.87% |
$106K - $111K
|
765
$509K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
162+ 12.58% |
$106K - $111K
|
1.45K
$965K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
156+ 0.56% |
$102K - $107K
|
27.8K
$18.5M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
154+ 12.62% |
$101K - $106K
|
1.37K
$915K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
152+ 12.03% |
$99.3K - $104K
|
1.42K
$943K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
149+ 29.04% |
$97.3K - $102K
|
662
$441K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
148+ 2.24% |
$96.6K - $102K
|
6.76K
$4.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
147+ 0.84% |
$96K - $101K
|
17.6K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
145+ 2.19% |
$94.7K - $99.7K
|
6.77K
$4.51M
|
|