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 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
302+ 42.72% |
$156K - $173K
|
1.01K
$600K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 7.05% |
$156K - $173K
|
4.57K
$2.72M
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
301+ 29.19% |
$156K - $173K
|
1.33K
$793K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
PUT |
300+ 60.0% |
$155K - $172K
|
800
$476K
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
299+ 43.27% |
$155K - $172K
|
990
$589K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
298+ 0.63% |
$154K - $171K
|
47.4K
$28.2M
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
296+ 4.83% |
$153K - $170K
|
6.43K
$3.82M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
296+ 5.95% |
$153K - $170K
|
5.27K
$3.14M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
294+ 1.97% |
$152K - $169K
|
15.2K
$9.04M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
294+ 21.52% |
$152K - $169K
|
1.66K
$988K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
294+ 0.34% |
$152K - $169K
|
86.6K
$51.5M
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
294New |
$152K - $169K
|
294
$175K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
294+ 1.04% |
$152K - $169K
|
28.5K
$17M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
292+ 58.63% |
$151K - $168K
|
790
$470K
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
291+ 30.86% |
$151K - $167K
|
1.23K
$734K
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
289+ 18.59% |
$150K - $166K
|
1.84K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
289+ 8.53% |
$150K - $166K
|
3.68K
$2.19M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
288+ 30.67% |
$149K - $165K
|
1.23K
$730K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
284+ 18.1% |
$147K - $163K
|
1.85K
$1.1M
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
284+ 0.45% |
$147K - $163K
|
63.9K
$38M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
283+ 1.89% |
$146K - $162K
|
15.3K
$9.08M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
281+ 17.88% |
$145K - $161K
|
1.85K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
280+ 3.77% |
$145K - $161K
|
7.7K
$4.58M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
279+ 15.47% |
$144K - $160K
|
2.08K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
276+ 3.32% |
$143K - $158K
|
8.6K
$5.12M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
270+ 1.0% |
$140K - $155K
|
27.2K
$16.2M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
266+ 8.97% |
$138K - $153K
|
3.23K
$1.92M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
266+ 1.76% |
$138K - $153K
|
15.4K
$9.17M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
265+ 9.84% |
$137K - $152K
|
2.96K
$1.76M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
265+ 8.99% |
$137K - $152K
|
3.21K
$1.91M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
262+ 4.3% |
$136K - $150K
|
6.35K
$3.78M
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
261+ 7.03% |
$135K - $150K
|
3.97K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
260+ 36.36% |
$135K - $149K
|
975
$580K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
259+ 27.21% |
$134K - $149K
|
1.21K
$721K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
256+ 1.2% |
$132K - $147K
|
21.6K
$12.8M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252+ 5.37% |
$130K - $145K
|
4.95K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
252+ 6.53% |
$130K - $145K
|
4.11K
$2.45M
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
251+ 33.83% |
$130K - $144K
|
993
$591K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
250+ 11.05% |
$129K - $143K
|
2.51K
$1.49M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
250+ 0.63% |
$129K - $143K
|
39.9K
$23.8M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
248+ 4.12% |
$128K - $142K
|
6.27K
$3.73M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
246New |
$127K - $141K
|
246
$146K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
244+ 1.77% |
$126K - $140K
|
14K
$8.35M
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
242+ 18.02% |
$125K - $139K
|
1.59K
$943K
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
240+ 4.77% |
$124K - $138K
|
5.27K
$3.14M
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
237+ 20.15% |
$123K - $136K
|
1.41K
$841K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
236+ 3.45% |
$122K - $135K
|
7.08K
$4.21M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
236+ 2.65% |
$122K - $135K
|
9.15K
$5.44M
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235+ 14.79% |
$122K - $135K
|
1.82K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
235+ 6.96% |
$122K - $135K
|
3.61K
$2.15M
|