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 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
507New |
$262K - $291K
|
507
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
500New |
$259K - $287K
|
500
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
500New |
$259K - $287K
|
500
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
PUT |
500+ 100.0% |
$259K - $287K
|
1K
$600K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$259K - $287K
|
500
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
500New |
$259K - $287K
|
500
$300K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
495New |
$256K - $284K
|
495
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
482New |
$249K - $277K
|
482
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Wolf Hill Capital Management, LP
New York, NY |
BUY
|
- |
480New |
$248K - $275K
|
480
$288K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
449+ 12.28% |
$232K - $258K
|
4.1K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
435+ 3.02% |
$225K - $250K
|
14.8K
$8.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
421New |
$218K - $242K
|
421
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
412+ 7.16% |
$213K - $236K
|
6.17K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
409+ 52.91% |
$212K - $235K
|
1.18K
$709K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
406New |
$210K - $233K
|
406
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
392+ 32.26% |
$203K - $225K
|
1.61K
$964K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
388+ 2.74% |
$201K - $223K
|
14.6K
$8.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
388New |
$201K - $223K
|
388
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
387New |
$200K - $222K
|
387
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
386New |
$200K - $222K
|
386
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
383+ 6.97% |
$198K - $220K
|
5.88K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
375New |
$194K - $215K
|
375
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
375New |
$194K - $215K
|
375
$225K
|
|
|
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
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
363+ 94.53% |
$188K - $208K
|
747
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
362New |
$187K - $208K
|
362
$217K
|
|
|
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 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
359New |
$186K - $206K
|
359
$215K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
354+ 39.12% |
$183K - $203K
|
1.26K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
353New |
$183K - $203K
|
353
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
352New |
$182K - $202K
|
352
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
350New |
$181K - $201K
|
350
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
349New |
$181K - $200K
|
349
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
BUY
|
- |
334+ 19.03% |
$173K - $192K
|
2.09K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$170K - $188K
|
328
$197K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$821K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
PUT |
300+ 60.0% |
$155K - $172K
|
800
$480K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
294New |
$152K - $169K
|
294
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
291+ 30.86% |
$151K - $167K
|
1.23K
$740K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
284+ 18.1% |
$147K - $163K
|
1.85K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
260+ 36.36% |
$135K - $149K
|
975
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
259+ 27.21% |
$134K - $149K
|
1.21K
$727K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
237+ 20.15% |
$123K - $136K
|
1.41K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
214+ 45.24% |
$111K - $123K
|
687
$412K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
210+ 7.96% |
$109K - $121K
|
2.85K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
209+ 40.9% |
$108K - $120K
|
720
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
206+ 2.33% |
$107K - $118K
|
9.03K
$5.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$105K - $116K
|
203
$122K
|