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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
521New |
$258K - $286K
|
521
$308K
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
504New |
$250K - $276K
|
504
$298K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
PUT |
500New |
$248K - $274K
|
500
$296K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
PUT |
500+ 2.3% |
$248K - $274K
|
22.2K
$13.1M
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
499New |
$247K - $274K
|
499
$295K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
491+ 16.0% |
$243K - $269K
|
3.56K
$2.1M
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
489New |
$242K - $268K
|
489
$289K
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
477New |
$236K - $262K
|
477
$282K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
472New |
$234K - $259K
|
472
$279K
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
470New |
$233K - $258K
|
470
$278K
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
460+ 16.73% |
$228K - $252K
|
3.21K
$1.9M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458New |
$227K - $251K
|
458
$271K
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
454New |
$225K - $249K
|
454
$268K
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
451New |
$223K - $247K
|
451
$267K
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
446New |
$221K - $245K
|
446
$264K
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
437New |
$216K - $240K
|
437
$258K
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
433New |
$214K - $237K
|
433
$256K
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
430New |
$213K - $236K
|
430
$254K
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
430+ 8.98% |
$213K - $236K
|
5.22K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
418New |
$207K - $229K
|
418
$247K
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
415New |
$205K - $228K
|
415
$245K
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
410+ 25.79% |
$203K - $225K
|
2K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
403New |
$200K - $221K
|
403
$238K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
403New |
$200K - $221K
|
403
$238K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
402New |
$199K - $220K
|
402
$238K
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
CALL |
400New |
$198K - $219K
|
400
$236K
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
400New |
$198K - $219K
|
400
$236K
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
399New |
$198K - $219K
|
399
$236K
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
397New |
$197K - $218K
|
397
$235K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
396+ 4.19% |
$196K - $217K
|
9.85K
$5.82M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
379New |
$188K - $208K
|
379
$224K
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
374New |
$185K - $205K
|
374
$221K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
374New |
$185K - $205K
|
374
$221K
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
367+ 66.49% |
$182K - $201K
|
919
$543K
|
|
Aug 09, 2024
Q2 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
356+ 5.79% |
$176K - $195K
|
6.5K
$3.84M
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
351+ 5.12% |
$174K - $193K
|
7.21K
$4.26M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
346New |
$171K - $190K
|
346
$205K
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 14.3% |
$149K - $165K
|
2.4K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
294New |
$146K - $161K
|
294
$174K
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
282+ 71.76% |
$140K - $155K
|
675
$399K
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
280New |
$139K - $154K
|
280
$166K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
266+ 16.77% |
$132K - $146K
|
1.85K
$1.09M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
260+ 6.67% |
$129K - $143K
|
4.16K
$2.46M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
245New |
$121K - $134K
|
245
$145K
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
240+ 6.58% |
$119K - $132K
|
3.89K
$2.3M
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
211+ 68.73% |
$104K - $116K
|
518
$306K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
211+ 5.81% |
$104K - $116K
|
3.85K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
205+ 0.29% |
$102K - $112K
|
72.1K
$42.6M
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
204+ 16.11% |
$101K - $112K
|
1.47K
$869K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
200New |
$99K - $110K
|
200
$118K
|