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 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21New |
$10.4K - $11.5K
|
21
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
20+ 1.54% |
$9.9K - $11K
|
1.32K
$774K
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
19+ 4.87% |
$9.41K - $10.4K
|
409
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16+ 1.55% |
$7.92K - $8.78K
|
1.05K
$613K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
15+ 1.8% |
$7.43K - $8.23K
|
849
$498K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 2.5% |
$7.43K - $8.23K
|
615
$361K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
15+ 1.22% |
$7.43K - $8.23K
|
1.24K
$729K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
13+ 1.65% |
$6.44K - $7.13K
|
801
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11+ 0.36% |
$5.45K - $6.03K
|
3.04K
$1.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.73% |
$5.45K - $6.03K
|
1.52K
$892K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.52% |
$5.45K - $6.03K
|
447
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 1.41% |
$4.95K - $5.48K
|
721
$423K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 0.95% |
$4.95K - $5.48K
|
1.06K
$620K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10+ 0.53% |
$4.95K - $5.48K
|
1.88K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10+ 1.0% |
$4.95K - $5.48K
|
1.01K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.99% |
$4.46K - $4.94K
|
920
$539K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9+ 0.05% |
$4.46K - $4.94K
|
16.6K
$9.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 1.22% |
$3.96K - $4.39K
|
665
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
7+ 1.55% |
$3.47K - $3.84K
|
459
$269K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.26% |
$3.47K - $3.84K
|
2.65K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
7+ 3.83% |
$3.47K - $3.84K
|
190
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7New |
$3.47K - $3.84K
|
7
$4.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
7+ 0.92% |
$3.47K - $3.84K
|
764
$448K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.54% |
$3.47K - $3.84K
|
1.3K
$760K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.41% |
$2.48K - $2.74K
|
1.21K
$711K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5+ 0.2% |
$2.48K - $2.74K
|
2.5K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.71% |
$2.48K - $2.74K
|
297
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.3% |
$1.98K - $2.19K
|
1.35K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.69K
$989K
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.2% |
$1.98K - $2.19K
|
2.02K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.05% |
$1.49K - $1.65K
|
5.76K
$3.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$1.49K - $1.65K
|
13.4K
$7.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3+ 0.16% |
$1.49K - $1.65K
|
1.93K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3+ 4.29% |
$1.49K - $1.65K
|
73
$42.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
1K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2+ 0.09% |
$990 - $1.1K
|
2.27K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2+ 0.15% |
$990 - $1.1K
|
1.3K
$762K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2+ 0.07% |
$990 - $1.1K
|
2.67K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$990 - $1.1K
|
8.84K
$5.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$990 - $1.1K
|
1.16K
$681K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.18K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
714
$419K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.4K
$1.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.56K
$912K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.32K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.24% |
$495 - $548
|
421
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$495 - $548
|
430
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$495 - $548
|
1.09K
$641K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$495 - $548
|
349
$205K
|