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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$761K - $842K
|
1.54K
$922K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.5K+ 2.39% |
$743K - $823K
|
64.2K
$38.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.2K+ 34.29% |
$594K - $658K
|
4.7K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
983+ 69.96% |
$487K - $539K
|
2.39K
$1.43M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
884+ 15.09% |
$438K - $485K
|
6.74K
$4.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
860+ 1.29% |
$426K - $472K
|
67.3K
$40.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
800+ 200.0% |
$396K - $439K
|
1.2K
$720K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
795+ 76.15% |
$394K - $436K
|
1.84K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
780+ 62.25% |
$386K - $428K
|
2.03K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
738New |
$365K - $405K
|
738
$443K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
733New |
$363K - $402K
|
733
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
700+ 7.35% |
$347K - $384K
|
10.2K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
645New |
$319K - $354K
|
645
$387K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
642+ 8.57% |
$318K - $352K
|
8.13K
$4.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
590+ 6.01% |
$292K - $324K
|
10.4K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
550+ 26.65% |
$272K - $302K
|
2.61K
$1.57M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
527New |
$261K - $289K
|
527
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
504New |
$250K - $276K
|
504
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
PUT |
500New |
$248K - $274K
|
500
$300K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
489New |
$242K - $268K
|
489
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
477New |
$236K - $262K
|
477
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
472New |
$234K - $259K
|
472
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
470New |
$233K - $258K
|
470
$282K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458New |
$227K - $251K
|
458
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
454New |
$225K - $249K
|
454
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
451New |
$223K - $247K
|
451
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
446New |
$221K - $245K
|
446
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
437New |
$216K - $240K
|
437
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
418New |
$207K - $229K
|
418
$251K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
415New |
$205K - $228K
|
415
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
410+ 25.79% |
$203K - $225K
|
2K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
403New |
$200K - $221K
|
403
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
400New |
$198K - $219K
|
400
$240K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
399New |
$198K - $219K
|
399
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
397New |
$197K - $218K
|
397
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
379New |
$188K - $208K
|
379
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
374New |
$185K - $205K
|
374
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
374New |
$185K - $205K
|
374
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
356+ 5.79% |
$176K - $195K
|
6.5K
$3.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
351+ 5.12% |
$174K - $193K
|
7.21K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
346New |
$171K - $190K
|
346
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 14.3% |
$149K - $165K
|
2.4K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
294New |
$146K - $161K
|
294
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
280New |
$139K - $154K
|
280
$168K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
266+ 16.77% |
$132K - $146K
|
1.85K
$1.11M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
245New |
$121K - $134K
|
245
$147K
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
211+ 68.73% |
$104K - $116K
|
518
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
205+ 0.29% |
$102K - $112K
|
72.1K
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
200New |
$99K - $110K
|
200
$120K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
177+ 7.82% |
$87.6K - $97.1K
|
2.44K
$1.46M
|