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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$639K - $687K
|
1.5K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Ikarian Capital, LLC
Dallas, TX |
BUY
|
PUT |
1.5KNew |
$639K - $687K
|
1.5K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.47KNew |
$627K - $674K
|
1.47K
$864K
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.41KNew |
$599K - $644K
|
1.41K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$488K - $524K
|
1.15K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
1.12KNew |
$477K - $513K
|
1.12K
$657K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 5.38% |
$457K - $491K
|
21K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
1.03KNew |
$438K - $471K
|
1.03K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
1KNew |
$426K - $458K
|
1K
$586K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
PUT |
1KNew |
$426K - $458K
|
1K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
PUT |
1KNew |
$426K - $458K
|
1K
$586K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
PUT |
1K+ 5.26% |
$426K - $458K
|
20K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
PUT |
932+ 29.08% |
$397K - $427K
|
4.14K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
703+ 0.17% |
$299K - $322K
|
426K
$250M
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
670New |
$285K - $307K
|
670
$393K
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
645New |
$275K - $295K
|
645
$378K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
640New |
$273K - $293K
|
640
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
PUT |
600New |
$256K - $275K
|
600
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
510New |
$217K - $233K
|
510
$299K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
PUT |
500New |
$213K - $229K
|
500
$293K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
500New |
$213K - $229K
|
500
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
468New |
$199K - $214K
|
468
$274K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
429+ 12.72% |
$183K - $196K
|
3.8K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
396+ 54.4% |
$169K - $181K
|
1.12K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
390New |
$166K - $179K
|
390
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
CALL |
350New |
$149K - $160K
|
350
$205K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
289+ 55.05% |
$123K - $132K
|
814
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
230+ 48.42% |
$98K - $105K
|
705
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
210+ 13.78% |
$89.4K - $96.1K
|
1.73K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
PUT |
200New |
$85.2K - $91.6K
|
200
$117K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
196New |
$83.5K - $89.7K
|
196
$115K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
170+ 15.5% |
$72.4K - $77.8K
|
1.27K
$743K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
155+ 20.64% |
$66K - $71K
|
906
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
154+ 26.19% |
$65.6K - $70.5K
|
742
$435K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
145+ 8.7% |
$61.8K - $66.4K
|
1.81K
$1.06M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
PUT |
100New |
$42.6K - $45.8K
|
100
$58.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
CALL |
100+ 0.65% |
$42.6K - $45.8K
|
15.6K
$9.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
CALL |
100New |
$42.6K - $45.8K
|
100
$58.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
98+ 4.13% |
$41.7K - $44.9K
|
2.47K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
93+ 4.29% |
$39.6K - $42.6K
|
2.26K
$1.33M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
79+ 11.3% |
$33.6K - $36.2K
|
778
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
57New |
$24.3K - $26.1K
|
57
$33.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
53+ 2.46% |
$22.6K - $24.3K
|
2.21K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
52+ 0.14% |
$22.1K - $23.8K
|
38.3K
$22.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 0.38% |
$17.9K - $19.2K
|
11K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
PUT |
40New |
$17K - $18.3K
|
40
$23.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
20+ 0.69% |
$8.52K - $9.16K
|
2.93K
$1.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
16New |
$6.81K - $7.32K
|
16
$9.38K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14+ 3.17% |
$5.96K - $6.41K
|
456
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
13New |
$5.54K - $5.95K
|
13
$7.62K
|