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 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
355+ 46.59% |
$184K - $204K
|
1.12K
$675K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
355+ 8.99% |
$184K - $204K
|
4.3K
$2.6M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
355+ 21.57% |
$184K - $204K
|
2K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
354+ 6.62% |
$183K - $203K
|
5.7K
$3.44M
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
354+ 39.12% |
$183K - $203K
|
1.26K
$761K
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
353New |
$183K - $203K
|
353
$213K
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
352New |
$182K - $202K
|
352
$213K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
351+ 17.48% |
$182K - $201K
|
2.36K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
350New |
$181K - $201K
|
350
$212K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
349New |
$181K - $200K
|
349
$211K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 3.41% |
$181K - $200K
|
10.6K
$6.4M
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
349New |
$181K - $200K
|
349
$211K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
349+ 90.41% |
$181K - $200K
|
735
$444K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
349+ 34.25% |
$181K - $200K
|
1.37K
$827K
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
349+ 2.59% |
$181K - $200K
|
13.8K
$8.37M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
349New |
$181K - $200K
|
349
$211K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
346+ 2.56% |
$179K - $199K
|
13.8K
$8.37M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
346+ 0.55% |
$179K - $199K
|
63.7K
$38.5M
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
346+ 8.97% |
$179K - $199K
|
4.2K
$2.54M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
344+ 3.38% |
$178K - $197K
|
10.5K
$6.36M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
340+ 35.38% |
$176K - $195K
|
1.3K
$786K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
335+ 8.18% |
$173K - $192K
|
4.43K
$2.68M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
335+ 1.0% |
$173K - $192K
|
33.7K
$20.4M
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
BUY
|
- |
334+ 19.03% |
$173K - $192K
|
2.09K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
331+ 1.03% |
$171K - $190K
|
32.5K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
330+ 16.11% |
$171K - $189K
|
2.38K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
330+ 9.73% |
$171K - $189K
|
3.72K
$2.25M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$170K - $188K
|
328
$198K
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
326+ 3.09% |
$169K - $187K
|
10.9K
$6.58M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
325+ 1.9% |
$168K - $187K
|
17.5K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
324+ 1.3% |
$168K - $186K
|
25.2K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
319+ 58.11% |
$165K - $183K
|
868
$525K
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
319+ 2.4% |
$165K - $183K
|
13.6K
$8.21M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
319+ 4.8% |
$165K - $183K
|
6.96K
$4.21M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
316+ 0.85% |
$163K - $181K
|
37.5K
$22.6M
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
315+ 13.61% |
$163K - $181K
|
2.63K
$1.59M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
314+ 1.17% |
$162K - $180K
|
27.3K
$16.5M
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
312+ 7.62% |
$161K - $179K
|
4.41K
$2.66M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
312+ 6.8% |
$161K - $179K
|
4.9K
$2.96M
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
312+ 77.81% |
$161K - $179K
|
713
$431K
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
312+ 1.0% |
$161K - $179K
|
31.5K
$19M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
311+ 11.93% |
$161K - $178K
|
2.92K
$1.76M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
311+ 0.52% |
$161K - $178K
|
60.5K
$36.5M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307+ 3.8% |
$159K - $176K
|
8.4K
$5.07M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
307+ 37.17% |
$159K - $176K
|
1.13K
$685K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
306+ 5.11% |
$158K - $176K
|
6.3K
$3.8M
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
305+ 14.17% |
$158K - $175K
|
2.46K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
305+ 6.35% |
$158K - $175K
|
5.11K
$3.09M
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
305+ 2.2% |
$158K - $175K
|
14.2K
$8.57M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$827K
|