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 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
177+ 7.82% |
$87.6K - $97.1K
|
2.44K
$1.43M
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
176+ 17.15% |
$87.1K - $96.5K
|
1.2K
$705K
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
176+ 3.29% |
$87.1K - $96.5K
|
5.52K
$3.24M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
170+ 35.86% |
$84.2K - $93.2K
|
644
$378K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
166New |
$82.2K - $91K
|
166
$97.3K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
157New |
$77.7K - $86.1K
|
157
$92K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 0.7% |
$76.7K - $85K
|
22.4K
$13.1M
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
150+ 22.8% |
$74.3K - $82.3K
|
808
$474K
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 27.0% |
$71.8K - $79.5K
|
682
$400K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
144+ 33.49% |
$71.3K - $79K
|
574
$337K
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
139+ 5.24% |
$68.8K - $76.2K
|
2.79K
$1.64M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
133+ 44.63% |
$65.9K - $72.9K
|
431
$253K
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
125+ 27.96% |
$61.9K - $68.6K
|
572
$335K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
124+ 9.13% |
$61.4K - $68K
|
1.48K
$869K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$61.4K - $68K
|
124
$72.7K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
118New |
$58.4K - $64.7K
|
118
$69.2K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
114+ 2.3% |
$56.4K - $62.5K
|
5.08K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
110+ 40.0% |
$54.5K - $60.3K
|
385
$226K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
107+ 1.02% |
$53K - $58.7K
|
10.6K
$6.2M
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
PUT |
100New |
$49.5K - $54.8K
|
100
$58.6K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
PUT |
100New |
$49.5K - $54.8K
|
100
$58.6K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
99+ 3.25% |
$49K - $54.3K
|
3.15K
$1.84M
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
88+ 22.11% |
$43.6K - $48.3K
|
486
$285K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
86+ 3.23% |
$42.6K - $47.2K
|
2.75K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
77+ 2.2% |
$38.1K - $42.2K
|
3.58K
$2.1M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
70New |
$34.7K - $38.4K
|
70
$41K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
70+ 4.99% |
$34.7K - $38.4K
|
1.47K
$864K
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.19% |
$34.2K - $37.8K
|
5.88K
$3.45M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
66New |
$32.7K - $36.2K
|
66
$38.7K
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 4.13% |
$29.2K - $32.4K
|
1.49K
$871K
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
58+ 4.83% |
$28.7K - $31.8K
|
1.26K
$739K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
52+ 5.88% |
$25.7K - $28.5K
|
936
$549K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
50+ 2.33% |
$24.8K - $27.4K
|
2.2K
$1.29M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
48+ 3.6% |
$23.8K - $26.3K
|
1.38K
$810K
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
46+ 2.64% |
$22.8K - $25.2K
|
1.79K
$1.05M
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
46+ 3.69% |
$22.8K - $25.2K
|
1.29K
$757K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
41+ 2.34% |
$20.3K - $22.5K
|
1.79K
$1.05M
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.79% |
$19.8K - $21.9K
|
2.27K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$19.3K - $21.4K
|
39
$22.9K
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
39+ 1.45% |
$19.3K - $21.4K
|
2.73K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
35+ 1.07% |
$17.3K - $19.2K
|
3.3K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
33New |
$16.3K - $18.1K
|
33
$19.3K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 3.16% |
$15.3K - $17K
|
1.01K
$593K
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
30+ 3.15% |
$14.9K - $16.5K
|
982
$576K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 3.63% |
$14.9K - $16.5K
|
856
$502K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 1.76% |
$14.4K - $15.9K
|
1.68K
$985K
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
29+ 2.23% |
$14.4K - $15.9K
|
1.33K
$780K
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28+ 6.47% |
$13.9K - $15.4K
|
461
$270K
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
23+ 5.96% |
$11.4K - $12.6K
|
409
$240K
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$11.4K - $12.6K
|
1.9K
$1.11M
|