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
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.78KNew |
$1.35M - $1.54M
|
3.78K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
3.3KNew |
$1.18M - $1.34M
|
3.3K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
3.1KNew |
$1.11M - $1.26M
|
3.1K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
3.01KNew |
$1.07M - $1.22M
|
3.01K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
2.96KNew |
$1.06M - $1.21M
|
2.96K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
CALL |
2.9KNew |
$1.04M - $1.18M
|
2.9K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
2.9K+ 2.59% |
$1.04M - $1.18M
|
115K
$69.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.57KNew |
$921K - $1.05M
|
2.57K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.57KNew |
$919K - $1.05M
|
2.57K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
PUT |
2.5KNew |
$894K - $1.02M
|
2.5K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
2.5KNew |
$894K - $1.02M
|
2.5K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
2.39K+ 187.69% |
$856K - $975K
|
3.67K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
2.1KNew |
$751K - $856K
|
2.1K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
PUT |
2.1K+ 24.42% |
$751K - $856K
|
10.7K
$6.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.05KNew |
$733K - $835K
|
2.05K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
PUT |
2KNew |
$715K - $815K
|
2K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
1.72KNew |
$614K - $700K
|
1.72K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.45KNew |
$519K - $591K
|
1.45K
$872K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$511K - $582K
|
1.43K
$859K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.42K+ 8.96% |
$508K - $579K
|
17.3K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.34K+ 38.31% |
$481K - $548K
|
4.85K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
CALL |
1.3K+ 5.31% |
$465K - $530K
|
25.8K
$15.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.12KNew |
$399K - $455K
|
1.12K
$671K
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$397K - $453K
|
1.11K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.11KNew |
$395K - $450K
|
1.11K
$664K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
1.1KNew |
$393K - $448K
|
1.1K
$661K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.07KNew |
$381K - $434K
|
1.07K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.05KNew |
$375K - $427K
|
1.05K
$630K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$358K - $408K
|
1K
$602K
|
|
|
Feb 03, 2023
Q4 2022
|
Ibex Investors LLC
|
BUY
|
CALL |
1K+ 2.38% |
$358K - $407K
|
43K
$25.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$358K - $407K
|
1K
$601K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
985New |
$352K - $401K
|
985
$592K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
955+ 1.26% |
$342K - $389K
|
77K
$46.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
842New |
$301K - $343K
|
842
$506K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
822New |
$294K - $335K
|
822
$494K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
730New |
$261K - $297K
|
730
$439K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
697+ 14.29% |
$249K - $284K
|
5.58K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
661New |
$236K - $269K
|
661
$397K
|
|
|
Feb 08, 2023
Q4 2022
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
630New |
$225K - $257K
|
630
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
582+ 2.99% |
$208K - $237K
|
20.1K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
569New |
$203K - $232K
|
569
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
533New |
$191K - $217K
|
533
$320K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
487New |
$174K - $198K
|
487
$293K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
449+ 1.01% |
$161K - $183K
|
45.1K
$27.1M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
PUT |
300New |
$107K - $122K
|
300
$180K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
292+ 3.12% |
$104K - $119K
|
9.65K
$5.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
277New |
$99.1K - $113K
|
277
$167K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
265New |
$94.8K - $108K
|
265
$159K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
249New |
$89K - $101K
|
249
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
206New |
$73.7K - $83.9K
|
206
$124K
|