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 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.1K+ 17.28% |
$1.09M - $1.21M
|
14.3K
$8.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.08K+ 22.49% |
$1.07M - $1.19M
|
11.3K
$6.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.07K+ 4.98% |
$1.07M - $1.19M
|
43.7K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.06K+ 12.14% |
$1.06M - $1.18M
|
19K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.04KNew |
$1.06M - $1.17M
|
2.04K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.04KNew |
$1.06M - $1.17M
|
2.04K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 9.19% |
$1.05M - $1.17M
|
24.2K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
2.03K+ 0.53% |
$1.05M - $1.17M
|
382K
$230M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.03K+ 7.08% |
$1.05M - $1.16M
|
30.6K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.02K+ 5.28% |
$1.05M - $1.16M
|
40.3K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.02K+ 1.54% |
$1.04M - $1.16M
|
133K
$79.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.01K+ 5.26% |
$1.04M - $1.15M
|
40.2K
$24.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2K+ 91.63% |
$1.04M - $1.15M
|
4.19K
$2.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 1.27% |
$1.03M - $1.14M
|
159K
$95.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 14.19% |
$1.03M - $1.14M
|
16K
$9.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.98K+ 1.78% |
$1.03M - $1.14M
|
113K
$68.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 2.73% |
$1.02M - $1.13M
|
74.2K
$44.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.96K+ 5.85% |
$1.02M - $1.13M
|
35.5K
$21.3M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.95KNew |
$1.01M - $1.12M
|
1.95K
$1.17M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.94K+ 1.11% |
$1M - $1.11M
|
176K
$106M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.93K+ 0.97% |
$1M - $1.11M
|
202K
$121M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.93K+ 4.21% |
$996K - $1.1M
|
47.7K
$28.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92K+ 7.6% |
$993K - $1.1M
|
27.2K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1.91K+ 1.68% |
$990K - $1.1M
|
115K
$69.4M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 14.39% |
$989K - $1.1M
|
15.2K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
1.9K+ 3.63% |
$983K - $1.09M
|
54.3K
$32.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.89KNew |
$980K - $1.09M
|
1.89K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.88K+ 16.54% |
$974K - $1.08M
|
13.3K
$7.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.88K+ 18.58% |
$972K - $1.08M
|
12K
$7.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.87K+ 45.17% |
$969K - $1.07M
|
6.02K
$3.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.87K+ 213.37% |
$966K - $1.07M
|
2.74K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.86KNew |
$964K - $1.07M
|
1.86K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.86K+ 8.64% |
$963K - $1.07M
|
23.4K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.82K+ 21.05% |
$940K - $1.04M
|
10.4K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 0.5% |
$935K - $1.04M
|
364K
$219M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.79K+ 10.52% |
$926K - $1.03M
|
18.8K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.79K+ 11.11% |
$925K - $1.03M
|
17.9K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.79K+ 37.63% |
$924K - $1.02M
|
6.53K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 54.3% |
$921K - $1.02M
|
5.06K
$3.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78K+ 2.1% |
$918K - $1.02M
|
86.1K
$51.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 154.13% |
$918K - $1.02M
|
2.93K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.77K+ 66.62% |
$915K - $1.01M
|
4.42K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.76KNew |
$911K - $1.01M
|
1.76K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.75K+ 17.19% |
$907K - $1.01M
|
12K
$7.19M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.75K+ 17.69% |
$904K - $1M
|
11.6K
$6.99M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.75KNew |
$904K - $1M
|
1.75K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.74K+ 5.15% |
$898K - $996K
|
35.4K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
CALL |
1.7KNew |
$880K - $976K
|
1.7K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.69K+ 31.37% |
$872K - $967K
|
7.06K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.68K+ 36.93% |
$870K - $965K
|
6.23K
$3.75M
|