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 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
38+ 1.45% |
$19.7K - $21.8K
|
2.67K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
37+ 3.08% |
$19.1K - $21.2K
|
1.24K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
36+ 1.03% |
$18.6K - $20.7K
|
3.55K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
36+ 0.74% |
$18.6K - $20.7K
|
4.92K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
36+ 4.15% |
$18.6K - $20.7K
|
903
$529K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35+ 0.61% |
$18.1K - $20.1K
|
5.74K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 0.55% |
$18.1K - $20.1K
|
6.36K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
35+ 1.68% |
$18.1K - $20.1K
|
2.12K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.18% |
$18.1K - $20.1K
|
19K
$11.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34New |
$17.6K - $19.5K
|
34
$19.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
34+ 0.22% |
$17.6K - $19.5K
|
15.3K
$9M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33+ 0.63% |
$17.1K - $18.9K
|
5.25K
$3.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
33+ 3.72% |
$17.1K - $18.9K
|
921
$540K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
32+ 2.81% |
$16.6K - $18.4K
|
1.17K
$687K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$16.6K - $18.4K
|
11.2K
$6.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
32+ 4.49% |
$16.6K - $18.4K
|
744
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
31+ 0.01% |
$16K - $17.8K
|
229K
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 0.06% |
$16K - $17.8K
|
50.5K
$29.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.52% |
$16K - $17.8K
|
5.98K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
BUY
|
- |
31+ 2.87% |
$16K - $17.8K
|
1.11K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.06% |
$15.5K - $17.2K
|
46.9K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.16% |
$15.5K - $17.2K
|
19.3K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 6.48% |
$15.5K - $17.2K
|
493
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 1.47% |
$15.5K - $17.2K
|
2.07K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 1.35% |
$15.5K - $17.2K
|
2.25K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30+ 6.25% |
$15.5K - $17.2K
|
510
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.23% |
$15.5K - $17.2K
|
13K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29+ 0.93% |
$15K - $16.6K
|
3.15K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 5.33% |
$15K - $16.6K
|
573
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29+ 2.98% |
$15K - $16.6K
|
1K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28+ 1.68% |
$14.5K - $16.1K
|
1.7K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.24% |
$14.5K - $16.1K
|
11.7K
$6.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
28+ 5.08% |
$14.5K - $16.1K
|
579
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 1.55% |
$14.5K - $16.1K
|
1.83K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
27+ 3.76% |
$14K - $15.5K
|
745
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
27+ 0.61% |
$14K - $15.5K
|
4.44K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 0.88% |
$14K - $15.5K
|
3.11K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
26+ 1.0% |
$13.5K - $14.9K
|
2.62K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
26+ 7.05% |
$13.5K - $14.9K
|
395
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
26+ 1.3% |
$13.5K - $14.9K
|
2.03K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$13.5K - $14.9K
|
8.84K
$5.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
26+ 3.68% |
$13.5K - $14.9K
|
732
$429K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$13.5K - $14.9K
|
8.21K
$4.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.08% |
$13.5K - $14.9K
|
870
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
25+ 0.49% |
$12.9K - $14.3K
|
5.13K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
25+ 0.74% |
$12.9K - $14.3K
|
3.39K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
25+ 2.92% |
$12.9K - $14.3K
|
880
$516K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
25+ 6.0% |
$12.9K - $14.3K
|
442
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24+ 0.91% |
$12.4K - $13.8K
|
2.67K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
24+ 1.71% |
$12.4K - $13.8K
|
1.43K
$838K
|