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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.1K+ 35.05% |
$568K - $630K
|
4.23K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 26.69% |
$564K - $626K
|
5.18K
$3.13M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.09K+ 1.96% |
$563K - $624K
|
56.6K
$34.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.06K+ 74.07% |
$548K - $608K
|
2.49K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.08% |
$548K - $608K
|
27K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
1.05K+ 6.47% |
$543K - $603K
|
17.3K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.04K+ 0.52% |
$539K - $598K
|
201K
$122M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.03K+ 17.32% |
$534K - $592K
|
6.99K
$4.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.03KNew |
$532K - $591K
|
1.03K
$622K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1K+ 10.42% |
$519K - $576K
|
10.6K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1K+ 60.24% |
$517K - $574K
|
2.66K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
PUT |
1KNew |
$517K - $574K
|
1K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1K+ 215.05% |
$517K - $574K
|
1.47K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
998+ 53.4% |
$516K - $573K
|
2.87K
$1.73M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
987+ 8.23% |
$511K - $566K
|
13K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
987+ 57.62% |
$511K - $566K
|
2.7K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
985+ 17.0% |
$510K - $565K
|
6.78K
$4.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
974+ 0.38% |
$504K - $559K
|
257K
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
967New |
$500K - $555K
|
967
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
956New |
$495K - $549K
|
956
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
948+ 71.55% |
$490K - $544K
|
2.27K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
940+ 116.77% |
$486K - $539K
|
1.75K
$1.06M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
917+ 2.95% |
$474K - $526K
|
32K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
914+ 9.11% |
$473K - $525K
|
10.9K
$6.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
903+ 0.91% |
$467K - $518K
|
100K
$60.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
902+ 2.73% |
$467K - $518K
|
34K
$20.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
898+ 16.52% |
$465K - $515K
|
6.33K
$3.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
893+ 14.72% |
$462K - $512K
|
6.96K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
890+ 1.3% |
$460K - $511K
|
69.2K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
889+ 51.99% |
$460K - $510K
|
2.6K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
889New |
$460K - $510K
|
889
$538K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
870+ 1.06% |
$450K - $499K
|
82.8K
$50.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
868+ 5.87% |
$449K - $498K
|
15.7K
$9.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
857+ 9.17% |
$443K - $492K
|
10.2K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
853+ 36.56% |
$441K - $490K
|
3.19K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
842+ 42.87% |
$436K - $483K
|
2.81K
$1.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
833+ 13.49% |
$431K - $478K
|
7.01K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
817+ 8.68% |
$423K - $469K
|
10.2K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
816+ 15.75% |
$422K - $468K
|
6K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
803+ 7.18% |
$415K - $461K
|
12K
$7.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
PUT |
800New |
$414K - $459K
|
800
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
788+ 3.43% |
$408K - $452K
|
23.7K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
787+ 0.46% |
$407K - $452K
|
173K
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
787+ 2.02% |
$407K - $452K
|
39.7K
$24M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
771+ 89.55% |
$399K - $442K
|
1.63K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
748+ 101.36% |
$387K - $429K
|
1.49K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
747+ 38.79% |
$386K - $429K
|
2.67K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
726+ 3.32% |
$376K - $417K
|
22.6K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
725+ 16.94% |
$375K - $416K
|
5.01K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$374K - $415K
|
723
$437K
|