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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.61K+ 1.13% |
$751K - $841K
|
144K
$89.7M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.51KNew |
$703K - $787K
|
1.51K
$939K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
PUT |
1.5K+ 15.0% |
$701K - $785K
|
11.5K
$7.18M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.43KNew |
$669K - $749K
|
1.43K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.01KNew |
$470K - $526K
|
1.01K
$627K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
863+ 4.27% |
$403K - $451K
|
21.1K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
809+ 71.53% |
$378K - $423K
|
1.94K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
800New |
$374K - $419K
|
800
$499K
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
787New |
$368K - $412K
|
787
$491K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
735New |
$343K - $385K
|
735
$459K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
721New |
$337K - $377K
|
721
$450K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
700New |
$327K - $366K
|
700
$437K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
700New |
$327K - $366K
|
700
$437K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
696New |
$325K - $364K
|
696
$434K
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
653New |
$305K - $342K
|
653
$408K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
615New |
$287K - $322K
|
615
$384K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
600New |
$280K - $314K
|
600
$374K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
593+ 10.57% |
$277K - $310K
|
6.2K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
579+ 1.83% |
$271K - $303K
|
32.2K
$20.1M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
PUT |
500New |
$234K - $262K
|
500
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
PUT |
500New |
$234K - $262K
|
500
$312K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
420New |
$196K - $220K
|
420
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
405New |
$189K - $212K
|
405
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
402New |
$188K - $210K
|
402
$251K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
PUT |
400+ 20.0% |
$187K - $209K
|
2.4K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
400New |
$187K - $209K
|
400
$250K
|
|
|
May 15, 2024
Q1 2024
|
Scopia Capital Management LP
New York, NY |
BUY
|
PUT |
375+ 28.89% |
$175K - $196K
|
1.67K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
372+ 29.22% |
$174K - $195K
|
1.65K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
PUT |
350New |
$164K - $183K
|
350
$218K
|
|
|
May 13, 2024
Q1 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
310New |
$145K - $162K
|
310
$193K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
309New |
$144K - $162K
|
309
$193K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
305New |
$143K - $160K
|
305
$190K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
297+ 1.19% |
$139K - $155K
|
25.2K
$15.7M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
278+ 50.0% |
$130K - $145K
|
834
$520K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
210New |
$98.1K - $110K
|
210
$131K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
191+ 1.55% |
$89.3K - $99.9K
|
12.5K
$7.8M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
141+ 13.89% |
$65.9K - $73.8K
|
1.16K
$721K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
114New |
$53.3K - $59.6K
|
114
$71.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
100New |
$46.7K - $52.3K
|
100
$62.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
98New |
$45.8K - $51.3K
|
98
$61.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
96+ 5.78% |
$44.9K - $50.2K
|
1.76K
$1.1M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
95+ 0.5% |
$44.4K - $49.7K
|
19.3K
$12M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
80New |
$37.4K - $41.9K
|
80
$49.9K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$35K - $39.2K
|
75
$46.8K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
63New |
$29.4K - $33K
|
63
$39.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
52+ 8.1% |
$24.3K - $27.2K
|
694
$433K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
PUT |
50New |
$23.4K - $26.2K
|
50
$31.2K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
PUT |
50New |
$23.4K - $26.2K
|
50
$31.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 1.41% |
$20.6K - $23K
|
3.16K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
43+ 4.08% |
$20.1K - $22.5K
|
1.1K
$685K
|