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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
PUT |
800New |
$414K - $459K
|
800
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
798+ 7.98% |
$413K - $458K
|
10.8K
$6.53M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
796+ 16.2% |
$412K - $457K
|
5.71K
$3.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
795+ 36.14% |
$411K - $456K
|
3K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
794+ 1.86% |
$411K - $456K
|
43.4K
$26.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
792New |
$410K - $454K
|
792
$479K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
791+ 1.29% |
$409K - $454K
|
62.3K
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
789New |
$408K - $453K
|
789
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
788+ 3.43% |
$408K - $452K
|
23.7K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
787+ 0.46% |
$407K - $452K
|
173K
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
787+ 2.02% |
$407K - $452K
|
39.7K
$24M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
785+ 6.52% |
$406K - $450K
|
12.8K
$7.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
778+ 65.93% |
$403K - $446K
|
1.96K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
776+ 12.58% |
$401K - $445K
|
6.94K
$4.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
771+ 89.55% |
$399K - $442K
|
1.63K
$986K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
770+ 15.86% |
$398K - $442K
|
5.62K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
770+ 1.29% |
$398K - $442K
|
60.4K
$36.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
770+ 7.56% |
$398K - $442K
|
11K
$6.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
770+ 1.97% |
$398K - $442K
|
39.9K
$24.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
769+ 0.49% |
$398K - $441K
|
157K
$94.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
756+ 0.94% |
$391K - $434K
|
81.3K
$49.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
755+ 14.27% |
$391K - $433K
|
6.05K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
748+ 101.36% |
$387K - $429K
|
1.49K
$898K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
747+ 38.79% |
$386K - $429K
|
2.67K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
743+ 7.72% |
$384K - $426K
|
10.4K
$6.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
742+ 7.16% |
$384K - $426K
|
11.1K
$6.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
738+ 8.72% |
$382K - $424K
|
9.2K
$5.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
735+ 2.55% |
$380K - $422K
|
29.6K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
726+ 3.32% |
$376K - $417K
|
22.6K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
725+ 16.94% |
$375K - $416K
|
5.01K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$374K - $415K
|
723
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
722+ 44.11% |
$374K - $414K
|
2.36K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
720+ 1.93% |
$373K - $413K
|
38K
$23M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
720+ 10.17% |
$373K - $413K
|
7.8K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
711+ 4.8% |
$368K - $408K
|
15.5K
$9.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
707+ 2.16% |
$366K - $406K
|
33.4K
$20.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
705+ 10.33% |
$365K - $405K
|
7.53K
$4.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
702+ 2.0% |
$363K - $403K
|
35.8K
$21.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
700+ 7.25% |
$362K - $402K
|
10.4K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
699New |
$362K - $401K
|
699
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
699+ 5.39% |
$362K - $401K
|
13.7K
$8.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
697+ 3.48% |
$361K - $400K
|
20.7K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
695+ 5.83% |
$360K - $399K
|
12.6K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
693+ 1.36% |
$359K - $398K
|
51.7K
$31.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
690+ 1.01% |
$357K - $396K
|
69.3K
$41.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
683+ 13.94% |
$353K - $392K
|
5.58K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
683+ 19.54% |
$353K - $392K
|
4.18K
$2.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
681New |
$352K - $391K
|
681
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
678New |
$351K - $389K
|
678
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
677+ 2.94% |
$350K - $389K
|
23.7K
$14.3M
|