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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
350New |
$181K - $201K
|
350
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
349New |
$181K - $200K
|
349
$221K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
284+ 18.1% |
$147K - $163K
|
1.85K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
260+ 36.36% |
$135K - $149K
|
975
$619K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
259+ 27.21% |
$134K - $149K
|
1.21K
$768K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
237+ 20.15% |
$123K - $136K
|
1.41K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
PUT |
200New |
$103K - $115K
|
200
$127K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
183+ 12.4% |
$94.7K - $105K
|
1.66K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
182+ 19.93% |
$94.2K - $104K
|
1.1K
$695K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
169+ 91.85% |
$87.4K - $97K
|
353
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
167+ 35.08% |
$86.4K - $95.8K
|
643
$408K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
145New |
$75K - $83.2K
|
145
$92K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$69.3K - $76.9K
|
134
$85K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
132+ 2.15% |
$68.3K - $75.7K
|
6.27K
$3.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
120New |
$62.1K - $68.9K
|
120
$76.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 21.99% |
$54.8K - $60.8K
|
588
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$51.7K - $57.4K
|
100
$63.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
92+ 35.38% |
$47.6K - $52.8K
|
352
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
85+ 0.32% |
$44K - $48.8K
|
26.4K
$16.8M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
74+ 13.07% |
$38.3K - $42.5K
|
640
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
60+ 0.89% |
$31K - $34.4K
|
6.83K
$4.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 9.25% |
$27.4K - $30.4K
|
626
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
53+ 4.02% |
$27.4K - $30.4K
|
1.37K
$870K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 4.21% |
$25.9K - $28.7K
|
1.24K
$786K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$24.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 6.48% |
$15.5K - $17.2K
|
493
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 1.35% |
$15.5K - $17.2K
|
2.25K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 7.11% |
$9.31K - $10.3K
|
271
$172K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
17+ 0.26% |
$8.8K - $9.76K
|
6.6K
$4.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16+ 2.54% |
$8.28K - $9.18K
|
647
$410K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
11+ 0.95% |
$5.69K - $6.31K
|
1.18K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$5.17K - $5.74K
|
4.94K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10+ 4.57% |
$5.17K - $5.74K
|
229
$145K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
8+ 1.31% |
$4.14K - $4.59K
|
618
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7+ 0.57% |
$3.62K - $4.02K
|
1.23K
$780K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 5.81% |
$2.59K - $2.87K
|
91
$57.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.9% |
$2.59K - $2.87K
|
558
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
4+ 0.57% |
$2.07K - $2.3K
|
710
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
3+ 15.79% |
$1.55K - $1.72K
|
22
$14K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3+ 0.52% |
$1.55K - $1.72K
|
578
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.18% |
$517 - $574
|
542
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$517 - $574
|
1.08K
$687K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$517 - $574
|
449
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.04% |
$517 - $574
|
2.31K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$517 - $574
|
3.32K
$2.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
CALL |
2.06MNew |
$1.02B - $1.13B
|
2.06M
$1.31B
|
|
|
Aug 14, 2024
Q2 2024
|
Riposte Capital LLC
New York, NY |
BUY
|
- |
600KNew |
$297M - $329M
|
600K
$381M
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
PUT |
600KNew |
$297M - $329M
|
600K
$381M
|
|