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 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
51+ 2.37% |
$26.4K - $29.3K
|
2.2K
$1.29M
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 4.0% |
$26.4K - $29.3K
|
1.33K
$777K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50+ 0.99% |
$25.9K - $28.7K
|
5.08K
$2.98M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50+ 0.7% |
$25.9K - $28.7K
|
7.16K
$4.2M
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 8.33% |
$25.9K - $28.7K
|
650
$381K
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 4.21% |
$25.9K - $28.7K
|
1.24K
$726K
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 1.76% |
$25.9K - $28.7K
|
2.89K
$1.69M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
50+ 4.54% |
$25.9K - $28.7K
|
1.15K
$675K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 6.54% |
$25.9K - $28.7K
|
814
$477K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49+ 1.34% |
$25.4K - $28.1K
|
3.69K
$2.16M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
49+ 1.66% |
$25.4K - $28.1K
|
3K
$1.76M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
49+ 0.11% |
$25.4K - $28.1K
|
43.6K
$25.6M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.71% |
$24.8K - $27.5K
|
6.79K
$3.98M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 6.37% |
$24.8K - $27.5K
|
801
$469K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48+ 1.04% |
$24.8K - $27.5K
|
4.66K
$2.73M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
48+ 1.36% |
$24.8K - $27.5K
|
3.58K
$2.1M
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
47+ 4.09% |
$24.3K - $27K
|
1.2K
$701K
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
47+ 1.41% |
$24.3K - $27K
|
3.39K
$1.99M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
47+ 0.68% |
$24.3K - $27K
|
7K
$4.1M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.32% |
$23.8K - $26.4K
|
14.5K
$8.5M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
46+ 1.16% |
$23.8K - $26.4K
|
4.01K
$2.35M
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
46+ 2.23% |
$23.8K - $26.4K
|
2.11K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.27% |
$23.8K - $26.4K
|
17.4K
$10.2M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
45+ 10.82% |
$23.3K - $25.8K
|
461
$270K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.27% |
$23.3K - $25.8K
|
16.5K
$9.69M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
44+ 0.63% |
$22.8K - $25.2K
|
7.08K
$4.15M
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
44+ 4.39% |
$22.8K - $25.2K
|
1.05K
$613K
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
44+ 0.18% |
$22.8K - $25.2K
|
24.5K
$14.4M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
44+ 1.8% |
$22.8K - $25.2K
|
2.49K
$1.46M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44+ 0.46% |
$22.8K - $25.2K
|
9.57K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
43+ 0.8% |
$22.2K - $24.7K
|
5.39K
$3.16M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
43+ 6.68% |
$22.2K - $24.7K
|
687
$403K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 1.91% |
$22.2K - $24.7K
|
2.29K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42+ 2.49% |
$21.7K - $24.1K
|
1.73K
$1.01M
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
42+ 3.59% |
$21.7K - $24.1K
|
1.21K
$710K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 7.79% |
$21.7K - $24.1K
|
581
$341K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.02% |
$21.7K - $24.1K
|
260K
$152M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 0.62% |
$21.2K - $23.5K
|
6.71K
$3.93M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
41+ 1.08% |
$21.2K - $23.5K
|
3.83K
$2.24M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 1.2% |
$20.7K - $23K
|
3.36K
$1.97M
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 0.51% |
$20.7K - $23K
|
7.91K
$4.63M
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
40+ 6.03% |
$20.7K - $23K
|
703
$412K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
40+ 0.83% |
$20.7K - $23K
|
4.87K
$2.85M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
40+ 1.06% |
$20.7K - $23K
|
3.83K
$2.24M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.66% |
$20.2K - $22.4K
|
2.39K
$1.4M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
39+ 0.66% |
$20.2K - $22.4K
|
5.91K
$3.47M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38+ 5.63% |
$19.7K - $21.8K
|
713
$418K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 3.21% |
$19.7K - $21.8K
|
1.22K
$716K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$22.3K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$19.7K - $21.8K
|
10.5K
$6.15M
|