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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2.78KNew |
$1.14M - $1.33M
|
2.78K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.71K+ 71.12% |
$1.11M - $1.29M
|
6.51K
$3.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.59KNew |
$1.07M - $1.24M
|
2.59K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2.59KNew |
$1.07M - $1.24M
|
2.59K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.53K+ 52.37% |
$1.04M - $1.21M
|
7.37K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Bleichroeder LP
New York, NY |
BUY
|
- |
2.47KNew |
$1.01M - $1.18M
|
2.47K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.13KNew |
$875K - $1.02M
|
2.13K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
CALL |
2.1KNew |
$862K - $1M
|
2.1K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.04K+ 14.67% |
$838K - $972K
|
15.9K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
PUT |
1.9KNew |
$780K - $906K
|
1.9K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$764K - $887K
|
1.86K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$666K - $773K
|
1.62K
$950K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
CALL |
1.6KNew |
$657K - $763K
|
1.6K
$938K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$616K - $715K
|
1.5K
$879K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.43KNew |
$589K - $684K
|
1.43K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.34KNew |
$551K - $639K
|
1.34K
$786K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.57% |
$527K - $612K
|
83.1K
$48.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.28KNew |
$524K - $608K
|
1.28K
$748K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.26K+ 99.21% |
$517K - $600K
|
2.53K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.24KNew |
$509K - $591K
|
1.24K
$726K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.14K+ 47.08% |
$467K - $542K
|
3.55K
$2.08M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.12KNew |
$458K - $532K
|
1.12K
$654K
|
|
|
Feb 27, 2024
Q4 2023
|
Zeno Equity Partners LLP
London, X0 |
BUY
|
- |
1.11KNew |
$454K - $527K
|
1.11K
$648K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.1KNew |
$452K - $524K
|
1.1K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
PUT |
1KNew |
$411K - $477K
|
1K
$586K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
999New |
$410K - $476K
|
999
$586K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
954New |
$392K - $455K
|
954
$559K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
869New |
$357K - $414K
|
869
$509K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
814New |
$334K - $388K
|
814
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
807New |
$331K - $385K
|
807
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
797New |
$327K - $380K
|
797
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
789New |
$324K - $376K
|
789
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
771New |
$317K - $368K
|
771
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
759New |
$312K - $362K
|
759
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
750New |
$308K - $358K
|
750
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
720New |
$296K - $343K
|
720
$422K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
674New |
$277K - $321K
|
674
$395K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
663New |
$272K - $316K
|
663
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
625New |
$257K - $298K
|
625
$366K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
619+ 4.35% |
$254K - $295K
|
14.8K
$8.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
610New |
$251K - $291K
|
610
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
606New |
$249K - $289K
|
606
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
594New |
$244K - $283K
|
594
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
529New |
$217K - $252K
|
529
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
510New |
$209K - $243K
|
510
$299K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
500+ 25.0% |
$205K - $238K
|
2.5K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
500New |
$205K - $238K
|
500
$293K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
467New |
$192K - $223K
|
467
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
464New |
$191K - $221K
|
464
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
447New |
$184K - $213K
|
447
$262K
|