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 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
8+ 0.32% |
$4.14K - $4.59K
|
2.53K
$1.49M
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8+ 0.18% |
$4.14K - $4.59K
|
4.46K
$2.63M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.55% |
$4.14K - $4.59K
|
1.47K
$867K
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$4.14K - $4.59K
|
2.66K
$1.57M
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.61% |
$4.14K - $4.59K
|
504
$298K
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.14K - $4.59K
|
2.65K
$1.57M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 0.34% |
$4.14K - $4.59K
|
2.35K
$1.39M
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
8+ 0.19% |
$4.14K - $4.59K
|
4.3K
$2.54M
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7+ 0.07% |
$3.62K - $4.02K
|
9.49K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.57% |
$3.62K - $4.02K
|
453
$268K
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.1% |
$3.62K - $4.02K
|
7.35K
$4.35M
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.11% |
$3.62K - $4.02K
|
6.64K
$3.93M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7+ 0.57% |
$3.62K - $4.02K
|
1.23K
$727K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.62K - $4.02K
|
3.87K
$2.29M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 0.12% |
$3.62K - $4.02K
|
5.77K
$3.41M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.15% |
$3.1K - $3.44K
|
3.92K
$2.32M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.13% |
$3.1K - $3.44K
|
4.53K
$2.68M
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
6+ 0.51% |
$3.1K - $3.44K
|
1.18K
$696K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.1K - $3.44K
|
9.32K
$5.51M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.29% |
$3.1K - $3.44K
|
2.05K
$1.21M
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
6+ 0.89% |
$3.1K - $3.44K
|
681
$403K
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$2.59K - $2.87K
|
2.91K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.59K - $2.87K
|
7.79K
$4.61M
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.06% |
$2.59K - $2.87K
|
8.36K
$4.94M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5+ 0.14% |
$2.59K - $2.87K
|
3.52K
$2.08M
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5+ 0.13% |
$2.59K - $2.87K
|
3.94K
$2.33M
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.09% |
$2.59K - $2.87K
|
5.35K
$3.16M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 18.52% |
$2.59K - $2.87K
|
32
$18.9K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 5.81% |
$2.59K - $2.87K
|
91
$53.8K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.11% |
$2.59K - $2.87K
|
4.45K
$2.63M
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.33% |
$2.59K - $2.87K
|
1.54K
$910K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.01% |
$2.59K - $2.87K
|
65.1K
$38.5M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.59K - $2.87K
|
1.83K
$1.08M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.9% |
$2.59K - $2.87K
|
558
$330K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.1% |
$2.59K - $2.87K
|
5.21K
$3.08M
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5+ 0.95% |
$2.59K - $2.87K
|
533
$315K
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.43% |
$2.07K - $2.3K
|
942
$557K
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.12K
$664K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4New |
$2.07K - $2.3K
|
4
$2.36K
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$2.07K - $2.3K
|
1.31K
$773K
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4+ 0.25% |
$2.07K - $2.3K
|
1.62K
$956K
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4+ 0.17% |
$2.07K - $2.3K
|
2.37K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.29% |
$2.07K - $2.3K
|
1.4K
$826K
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4+ 0.56% |
$2.07K - $2.3K
|
715
$423K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.33% |
$2.07K - $2.3K
|
1.21K
$714K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.11K
$656K
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4+ 0.21% |
$2.07K - $2.3K
|
1.93K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.03% |
$2.07K - $2.3K
|
15.4K
$9.12M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4+ 0.18% |
$2.07K - $2.3K
|
2.24K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4+ 0.12% |
$2.07K - $2.3K
|
3.34K
$1.98M
|