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 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
950+ 15.41% |
$492K - $545K
|
7.11K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
948+ 71.55% |
$490K - $544K
|
2.27K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
940+ 116.77% |
$486K - $539K
|
1.75K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
933+ 6.09% |
$483K - $535K
|
16.2K
$9.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
925+ 11.28% |
$479K - $531K
|
9.13K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
924+ 15.88% |
$478K - $530K
|
6.74K
$4.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
923+ 12.57% |
$478K - $530K
|
8.26K
$4.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
922+ 42.65% |
$477K - $529K
|
3.08K
$1.86M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
917+ 2.95% |
$474K - $526K
|
32K
$19.4M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
917+ 48.14% |
$474K - $526K
|
2.82K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
915+ 30.92% |
$473K - $525K
|
3.87K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
914+ 9.11% |
$473K - $525K
|
10.9K
$6.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
906+ 4.65% |
$469K - $520K
|
20.4K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
903+ 0.91% |
$467K - $518K
|
100K
$60.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
902+ 2.73% |
$467K - $518K
|
34K
$20.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
898+ 16.52% |
$465K - $515K
|
6.33K
$3.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
893+ 14.72% |
$462K - $512K
|
6.96K
$4.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
892+ 6.12% |
$462K - $512K
|
15.5K
$9.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
890+ 1.3% |
$460K - $511K
|
69.2K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
889+ 51.99% |
$460K - $510K
|
2.6K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
889New |
$460K - $510K
|
889
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
889+ 9.49% |
$460K - $510K
|
10.3K
$6.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
884+ 3.71% |
$457K - $507K
|
24.7K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
883+ 11.81% |
$457K - $507K
|
8.36K
$5.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
874New |
$452K - $502K
|
874
$528K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
870+ 1.06% |
$450K - $499K
|
82.8K
$50M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
869+ 9.05% |
$450K - $499K
|
10.5K
$6.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
868+ 5.87% |
$449K - $498K
|
15.7K
$9.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
864+ 49.91% |
$447K - $496K
|
2.6K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
857+ 9.17% |
$443K - $492K
|
10.2K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
853+ 36.56% |
$441K - $490K
|
3.19K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
842+ 42.87% |
$436K - $483K
|
2.81K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
842+ 10.87% |
$436K - $483K
|
8.59K
$5.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
840+ 0.64% |
$435K - $482K
|
133K
$80.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
838+ 8.23% |
$434K - $481K
|
11K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
837+ 39.35% |
$433K - $480K
|
2.96K
$1.79M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
833+ 13.49% |
$431K - $478K
|
7.01K
$4.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
831+ 2.28% |
$430K - $477K
|
37.3K
$22.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
826+ 54.81% |
$427K - $474K
|
2.33K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
826+ 4.51% |
$427K - $474K
|
19.1K
$11.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
825+ 4.21% |
$427K - $473K
|
20.4K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
823+ 2.63% |
$426K - $472K
|
32.1K
$19.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
817+ 8.68% |
$423K - $469K
|
10.2K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
816+ 15.75% |
$422K - $468K
|
6K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
813+ 10.99% |
$421K - $467K
|
8.21K
$4.96M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
811+ 6.91% |
$420K - $465K
|
12.5K
$7.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
807+ 28.41% |
$418K - $463K
|
3.65K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
803+ 7.18% |
$415K - $461K
|
12K
$7.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
802+ 4.8% |
$415K - $460K
|
17.5K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
802+ 3.43% |
$415K - $460K
|
24.2K
$14.6M
|