Latest Institutional Purchases of Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Jan 19, 2024 Q4 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
999
New
$410K - $476K
999 $594K
Feb 13, 2024 Q4 2023
Morton Community Bank

East Peoria, IL
BUY
 -
954
New
$392K - $455K
954 $567K
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
869
New
$357K - $414K
869 $516K
Feb 09, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 PUT
797
New
$327K - $380K
797 $474K
Jan 18, 2024 Q4 2023
Touchstone Capital, Inc.

BUY
 -
789
New
$324K - $376K
789 $469K
Feb 13, 2024 Q4 2023
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
771
New
$317K - $368K
771 $458K
Jan 12, 2024 Q4 2023
Hixon Zuercher, LLC

BUY
 -
759
New
$312K - $362K
759 $451K
Jan 12, 2024 Q4 2023
Guild Investment Management, Inc.

BUY
 -
750
New
$308K - $358K
750 $446K
May 03, 2024 Q4 2023
Fiat Wealth Management LLC

Wayzata, MN
BUY
 -
663
New
$272K - $316K
663 $394K
Feb 12, 2024 Q4 2023
Makena Capital Management LLC

Menlo Park, CA
BUY
 -
625
New
$257K - $298K
625 $371K
Feb 01, 2024 Q4 2023
Monument Group Wealth Advisors, LLC

Concord, MA
BUY
 -
606
New
$249K - $289K
606 $360K
Jan 18, 2024 Q4 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
594
New
$244K - $283K
594 $353K
Feb 13, 2024 Q4 2023
Kinloch Capital, LLC

Glen Allen, VA
BUY
 -
529
New
$217K - $252K
529 $314K
Feb 12, 2024 Q4 2023
Schulz Wealth, Ltd.

Mansfield, TX
BUY
 -
510
New
$209K - $243K
510 $303K
Feb 15, 2024 Q4 2023
Primoris Wealth Advisors, LLC

BUY
 -
500
+ 25.0%
$205K - $238K
2.5K $1.49M
Feb 14, 2024 Q4 2023
Tls Advisors LLC

Miami, FL
BUY
 -
500
New
$205K - $238K
500 $297K
Jan 12, 2024 Q4 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
467
New
$192K - $223K
467 $278K
Jan 29, 2024 Q4 2023
Oxen Free Capital LLC

Satellite Beach, FL
BUY
 -
447
New
$184K - $213K
447 $266K
Jan 12, 2024 Q4 2023
Legal Advantage Investments, Inc.

BUY
 -
444
New
$182K - $212K
444 $264K
Jan 05, 2024 Q4 2023
Gunderson Capital Management Inc.

BUY
 -
437
New
$179K - $208K
437 $260K
Feb 08, 2024 Q4 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
432
New
$177K - $206K
432 $257K
Feb 07, 2024 Q4 2023
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
423
New
$174K - $202K
423 $251K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
340
New
$140K - $162K
340 $202K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
326
+ 6.12%
$134K - $155K
5.65K $3.36M
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 PUT
300
New
$123K - $143K
300 $178K
Feb 12, 2024 Q4 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
213
+ 17.94%
$87.5K - $102K
1.4K $832K
Feb 21, 2024 Q4 2023
Smith Shellnut Wilson LLC

BUY
 -
208
+ 24.7%
$85.4K - $99.2K
1.05K $624K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
200
+ 363.64%
$82.1K - $95.3K
255 $152K
Jan 02, 2024 Q4 2023
Cacti Asset Management LLC

Atlanta, GA
BUY
 -
195
+ 0.79%
$80.1K - $93K
24.8K $14.7M
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
170
New
$69.8K - $81K
170 $101K
Jan 16, 2024 Q4 2023
Hbw Advisory Services LLC

BUY
 CALL
163
+ 5.04%
$66.9K - $77.7K
3.4K $2.02M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
96
+ 2400.0%
$39.4K - $45.8K
100 $59.4K
Feb 02, 2024 Q4 2023
Stuart Chaussee & Associates, Inc.

BUY
 -
80
+ 160.0%
$32.9K - $38.1K
130 $77.2K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
68
New
$27.9K - $32.4K
68 $40.4K
Feb 14, 2024 Q4 2023
Bamco Inc

New York, NY
BUY
 -
60
New
$24.6K - $28.6K
60 $35.7K
Jan 31, 2024 Q4 2023
Windham Capital Management, LLC

BUY
 -
59
+ 0.38%
$24.2K - $28.1K
15.4K $9.15M
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
50
New
$20.5K - $23.8K
50 $29.7K
Jan 26, 2024 Q4 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
50
+ 6.33%
$20.5K - $23.8K
840 $499K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
39
New
$16K - $18.6K
39 $23.2K
Feb 07, 2024 Q4 2023
Advantage Trust CO

Salina, KS
BUY
 -
31
New
$12.7K - $14.8K
31 $18.4K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
27
New
$11.1K - $12.9K
27 $16K
Mar 14, 2024 Q4 2023
Ables, Iannone, Moore & Associates, Inc.

Savannah, GA
BUY
 -
25
New
$10.3K - $11.9K
25 $14.9K
Feb 12, 2024 Q4 2023
Pingora Partners LLC

Wilson, WY
BUY
 -
25
New
$10.3K - $11.9K
25 $14.9K
Jan 30, 2024 Q4 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
24
New
$9.86K - $11.4K
24 $14.3K
Jan 31, 2024 Q4 2023
Eukles Asset Management

BUY
 -
13
New
$5.34K - $6.2K
13 $7.72K
Jan 09, 2024 Q4 2023
Resource Planning Group

BUY
 -
4
+ 0.39%
$1.64K - $1.91K
1.04K $616K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
3
New
$1.23K - $1.43K
3 $1.78K
Feb 12, 2024 Q4 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 PUT
2
New
$821 - $953
2 $1.19K
Jan 11, 2024 Q4 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
2
+ 0.04%
$821 - $953
4.45K $2.65M

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