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 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
549+ 0.39% |
$284K - $315K
|
141K
$85.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
548+ 1.2% |
$284K - $314K
|
46.4K
$28M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
546+ 10.71% |
$282K - $313K
|
5.64K
$3.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
544+ 4.27% |
$281K - $312K
|
13.3K
$8.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
543+ 9.63% |
$281K - $312K
|
6.18K
$3.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
540+ 9.01% |
$279K - $310K
|
6.53K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
539+ 5.41% |
$279K - $309K
|
10.5K
$6.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
539+ 18.0% |
$279K - $309K
|
3.53K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
538+ 1.87% |
$278K - $309K
|
29.3K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
538+ 3.93% |
$278K - $309K
|
14.2K
$8.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
537New |
$278K - $308K
|
537
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
533+ 3.79% |
$276K - $306K
|
14.6K
$8.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
532+ 33.99% |
$275K - $305K
|
2.1K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
530+ 1.53% |
$274K - $304K
|
35.1K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
525+ 0.64% |
$272K - $301K
|
83K
$50.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
525+ 8.24% |
$272K - $301K
|
6.9K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517New |
$267K - $297K
|
517
$312K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
515+ 2.77% |
$266K - $296K
|
19.1K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
513New |
$265K - $294K
|
513
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
512+ 13.68% |
$265K - $294K
|
4.25K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
510+ 75.22% |
$264K - $293K
|
1.19K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
510+ 2.06% |
$264K - $293K
|
25.3K
$15.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
509+ 3.4% |
$263K - $292K
|
15.5K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
507+ 3.4% |
$262K - $291K
|
15.4K
$9.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
507+ 2.67% |
$262K - $291K
|
19.5K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
507New |
$262K - $291K
|
507
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
505+ 0.6% |
$261K - $290K
|
84.7K
$51.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
505New |
$261K - $290K
|
505
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
504+ 9.54% |
$261K - $289K
|
5.79K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
503+ 1.46% |
$260K - $289K
|
35.1K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
500New |
$259K - $287K
|
500
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
500+ 10.0% |
$259K - $287K
|
5.5K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
500New |
$259K - $287K
|
500
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
PUT |
500+ 100.0% |
$259K - $287K
|
1K
$604K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$259K - $287K
|
500
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
500New |
$259K - $287K
|
500
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
497+ 60.46% |
$257K - $285K
|
1.32K
$797K
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
497New |
$257K - $285K
|
497
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
497+ 2.33% |
$257K - $285K
|
21.8K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
495+ 5.57% |
$256K - $284K
|
9.39K
$5.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
495New |
$256K - $284K
|
495
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
494+ 1.22% |
$256K - $283K
|
41.1K
$24.8M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
494+ 53.46% |
$256K - $283K
|
1.42K
$857K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
491+ 39.89% |
$254K - $282K
|
1.72K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
484+ 39.38% |
$250K - $278K
|
1.71K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
482New |
$249K - $277K
|
482
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Wolf Hill Capital Management, LP
New York, NY |
BUY
|
- |
480New |
$248K - $275K
|
480
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
480New |
$248K - $275K
|
480
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
480+ 3.71% |
$248K - $275K
|
13.4K
$8.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
478+ 1912.0% |
$247K - $274K
|
503
$304K
|