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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
407+ 3.52% |
$211K - $234K
|
12K
$7.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
406New |
$210K - $233K
|
406
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
404New |
$209K - $232K
|
404
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
401+ 19.1% |
$207K - $230K
|
2.5K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
400+ 66.67% |
$207K - $230K
|
1K
$601K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
399+ 34.19% |
$206K - $229K
|
1.57K
$942K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
398New |
$206K - $228K
|
398
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
398+ 1.33% |
$206K - $228K
|
30.3K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
397+ 15.07% |
$205K - $228K
|
3.03K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
393+ 37.72% |
$203K - $226K
|
1.44K
$863K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
392+ 32.26% |
$203K - $225K
|
1.61K
$966K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
390+ 4.87% |
$202K - $224K
|
8.41K
$5.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
390+ 0.81% |
$202K - $224K
|
48.8K
$29.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
388+ 6.67% |
$201K - $223K
|
6.21K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
388New |
$201K - $223K
|
388
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
388+ 7.3% |
$201K - $223K
|
5.7K
$3.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
388+ 55.19% |
$201K - $223K
|
1.09K
$656K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
388+ 2.74% |
$201K - $223K
|
14.6K
$8.76M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
388New |
$201K - $223K
|
388
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
387+ 43.34% |
$200K - $222K
|
1.28K
$770K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
387New |
$200K - $222K
|
387
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
386New |
$200K - $222K
|
386
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
385+ 1.41% |
$199K - $221K
|
27.7K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
383+ 6.97% |
$198K - $220K
|
5.88K
$3.54M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
383+ 0.89% |
$198K - $220K
|
43.4K
$26.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
382+ 7.89% |
$198K - $219K
|
5.22K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
380+ 3.46% |
$197K - $218K
|
11.4K
$6.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
377+ 5.06% |
$195K - $216K
|
7.83K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
375New |
$194K - $215K
|
375
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
375New |
$194K - $215K
|
375
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
374+ 0.46% |
$194K - $215K
|
82.5K
$49.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
374New |
$194K - $215K
|
374
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
373+ 5.88% |
$193K - $214K
|
6.71K
$4.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
370New |
$191K - $212K
|
370
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
369New |
$191K - $212K
|
369
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
369+ 11.41% |
$191K - $212K
|
3.6K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
368+ 1.01% |
$190K - $211K
|
37K
$22.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
367+ 1.31% |
$190K - $211K
|
28.5K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
367+ 1.27% |
$190K - $211K
|
29.2K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
367+ 7.88% |
$190K - $211K
|
5.02K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
367+ 2.83% |
$190K - $211K
|
13.3K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
366New |
$189K - $210K
|
366
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
363+ 94.53% |
$188K - $208K
|
747
$449K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
362New |
$187K - $208K
|
362
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
361+ 22.79% |
$187K - $207K
|
1.95K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
361New |
$187K - $207K
|
361
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
359New |
$186K - $206K
|
359
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
359New |
$186K - $206K
|
359
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
357New |
$185K - $205K
|
357
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
356+ 8.65% |
$184K - $204K
|
4.47K
$2.69M
|