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
Nov 08, 2024 Q3 2024
Altman Advisors, Inc.

Chicago, IL
BUY
 -
450
New
$233K - $258K
450 $272K
Dec 09, 2024 Q3 2024
Forthright Family Wealth Advisory LLC

Houston, TX
BUY
 -
449
+ 12.28%
$232K - $258K
4.1K $2.48M
Nov 14, 2024 Q3 2024
Roberts Capital Advisors, LLC

Denver, CO
BUY
 -
443
+ 23.51%
$229K - $254K
2.33K $1.41M
Nov 01, 2024 Q3 2024
Objective Capital Management, LLC

BUY
 -
435
+ 3.02%
$225K - $250K
14.8K $8.97M
Oct 07, 2024 Q3 2024
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
421
New
$218K - $242K
421 $255K
Oct 31, 2024 Q3 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
420
+ 2.14%
$217K - $241K
20K $12.1M
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
418
+ 16.31%
$216K - $240K
2.98K $1.8M
Nov 12, 2024 Q3 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
417
+ 1.41%
$216K - $239K
29.9K $18.1M
Oct 29, 2024 Q3 2024
Mill Capital Management, LLC

BUY
 -
414
New
$214K - $238K
414 $250K
Oct 28, 2024 Q3 2024
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
412
+ 7.16%
$213K - $236K
6.17K $3.73M
Nov 14, 2024 Q3 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
409
+ 1.29%
$212K - $235K
32.1K $19.4M
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
409
+ 52.91%
$212K - $235K
1.18K $715K
Nov 15, 2024 Q3 2024
Synergy Financial Group, LTD

BUY
 -
406
New
$210K - $233K
406 $246K
Oct 23, 2024 Q3 2024
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
401
+ 19.1%
$207K - $230K
2.5K $1.51M
Oct 28, 2024 Q3 2024
Interchange Capital Partners, LLC

BUY
 PUT
400
+ 66.67%
$207K - $230K
1K $605K
Nov 04, 2024 Q3 2024
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
392
+ 32.26%
$203K - $225K
1.61K $972K
Nov 21, 2024 Q3 2024
Aldebaran Financial Inc.

BUY
 -
390
+ 4.87%
$202K - $224K
8.41K $5.08M
Nov 06, 2024 Q3 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
390
+ 0.81%
$202K - $224K
48.8K $29.5M
Oct 16, 2024 Q3 2024
Uma Financial Services, Inc.

BUY
 -
388
+ 55.19%
$201K - $223K
1.09K $660K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
388
+ 2.74%
$201K - $223K
14.6K $8.81M
Oct 02, 2024 Q3 2024
Weybosset Research & Management LLC

BUY
 -
388
New
$201K - $223K
388 $235K
Nov 14, 2024 Q3 2024
London CO Of Virginia

Richmond, VA
BUY
 -
387
+ 43.34%
$200K - $222K
1.28K $774K
Oct 22, 2024 Q3 2024
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
387
New
$200K - $222K
387 $234K
Oct 24, 2024 Q3 2024
New World Advisors LLC

Hingham, MA
BUY
 -
386
New
$200K - $222K
386 $233K
Nov 08, 2024 Q3 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
383
+ 6.97%
$198K - $220K
5.88K $3.56M
Nov 12, 2024 Q3 2024
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
382
+ 7.89%
$198K - $219K
5.22K $3.16M
Nov 12, 2024 Q3 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
375
New
$194K - $215K
375 $227K
Oct 24, 2024 Q3 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
375
New
$194K - $215K
375 $227K
Nov 01, 2024 Q3 2024
Strs Ohio

BUY
 -
370
New
$191K - $212K
370 $224K
Nov 13, 2024 Q3 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
369
New
$191K - $212K
369 $223K
Nov 12, 2024 Q3 2024
Keyes, Stange & Wooten Wealth Management, LLC

Palm Coast, FL
BUY
 -
366
New
$189K - $210K
366 $221K
Nov 12, 2024 Q3 2024
Financial Planning & Information Services, Inc.

BUY
 -
363
+ 94.53%
$188K - $208K
747 $452K
Oct 16, 2024 Q3 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
362
New
$187K - $208K
362 $219K
Oct 29, 2024 Q3 2024
Am Investment Strategies LLC

BUY
 -
361
+ 22.79%
$187K - $207K
1.95K $1.18M
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
361
New
$187K - $207K
361 $218K
Nov 12, 2024 Q3 2024
Fusion Capital, LLC

BUY
 -
359
New
$186K - $206K
359 $217K
Oct 31, 2024 Q3 2024
Summit Global Investments

Bountiful, UT
BUY
 -
355
+ 8.99%
$184K - $204K
4.3K $2.6M
Oct 02, 2024 Q3 2024
Stonehearth Capital Management, LLC

BUY
 -
354
+ 39.12%
$183K - $203K
1.26K $762K
Nov 13, 2024 Q3 2024
Davidson Investment Advisors

BUY
 -
353
New
$183K - $203K
353 $214K
Nov 13, 2024 Q3 2024
Hyperion Capital Advisors LP

New York, NY
BUY
 -
352
New
$182K - $202K
352 $213K
Oct 18, 2024 Q3 2024
Sterling Investment Management, LLC

BUY
 -
350
New
$181K - $201K
350 $212K
Nov 14, 2024 Q3 2024
Valued Retirements, Inc.

Houston, TX
BUY
 -
349
New
$181K - $200K
349 $211K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
349
+ 3.41%
$181K - $200K
10.6K $6.41M
Nov 12, 2024 Q3 2024
Spears Abacus Advisors LLC

BUY
 -
346
+ 2.56%
$179K - $199K
13.8K $8.38M
Oct 24, 2024 Q3 2024
Independent Investors Inc

BUY
 -
334
+ 19.03%
$173K - $192K
2.09K $1.26M
Nov 14, 2024 Q3 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
330
+ 9.73%
$171K - $189K
3.72K $2.25M
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
328
New
$170K - $188K
328 $198K
Nov 04, 2024 Q3 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
325
+ 1.9%
$168K - $187K
17.5K $10.6M
Nov 12, 2024 Q3 2024
Pfc Capital Group, Inc.

Los Angeles, CA
BUY
 -
324
+ 1.3%
$168K - $186K
25.2K $15.2M

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