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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.12KNew |
$399K - $455K
|
1.12K
$602K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$397K - $453K
|
1.11K
$599K
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.11KNew |
$395K - $450K
|
1.11K
$596K
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
1.1KNew |
$393K - $448K
|
1.1K
$593K
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.07KNew |
$381K - $434K
|
1.07K
$574K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.05KNew |
$375K - $427K
|
1.05K
$565K
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$358K - $408K
|
1K
$540K
|
|
Feb 03, 2023
Q4 2022
|
Ibex Investors LLC
|
BUY
|
CALL |
1K+ 2.38% |
$358K - $407K
|
43K
$23.2M
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$358K - $407K
|
1K
$539K
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
985New |
$352K - $401K
|
985
$531K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
955+ 1.26% |
$342K - $389K
|
77K
$41.5M
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
822New |
$294K - $335K
|
822
$443K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
697+ 14.29% |
$249K - $284K
|
5.58K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
661New |
$236K - $269K
|
661
$356K
|
|
Feb 08, 2023
Q4 2022
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
630New |
$225K - $257K
|
630
$340K
|
|
Feb 14, 2023
Q4 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
582+ 2.99% |
$208K - $237K
|
20.1K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
533New |
$191K - $217K
|
533
$287K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
487New |
$174K - $198K
|
487
$263K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
449+ 1.01% |
$161K - $183K
|
45.1K
$24.3M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
PUT |
300New |
$107K - $122K
|
300
$162K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
292+ 3.12% |
$104K - $119K
|
9.65K
$5.2M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
277New |
$99.1K - $113K
|
277
$149K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
265New |
$94.8K - $108K
|
265
$143K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
249New |
$89K - $101K
|
249
$134K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
206New |
$73.7K - $83.9K
|
206
$111K
|
|
Feb 14, 2023
Q4 2022
|
Oakhurst Advisors,Llc
Los Angeles, CA |
BUY
|
- |
200New |
$71.5K - $81.5K
|
200
$108K
|
|
Feb 14, 2023
Q4 2022
|
Oakhurst Advisors,Llc
Los Angeles, CA |
BUY
|
PUT |
200New |
$71.5K - $81.5K
|
200
$108K
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$71.5K - $81.5K
|
200
$108K
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
185+ 22.56% |
$66.2K - $75.4K
|
1.01K
$542K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
PUT |
100New |
$35.8K - $40.7K
|
100
$53.9K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
58New |
$20.7K - $23.6K
|
58
$31.3K
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
55New |
$19.7K - $22.4K
|
55
$29.7K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
55New |
$19.7K - $22.4K
|
55
$29.7K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
CALL |
50New |
$17.9K - $20.4K
|
50
$27K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
40New |
$14.3K - $16.3K
|
40
$21.6K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
31+ 2.47% |
$11.1K - $12.6K
|
1.29K
$694K
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
11+ 0.43% |
$3.93K - $4.48K
|
2.57K
$1.39M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 32.0% |
$2.86K - $3.26K
|
33
$17.8K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1New |
$358 - $407
|
1
$539
|
|
Feb 14, 2023
Q4 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
PUT |
3.79MNew |
$1.35B - $1.63B
|
3.79M
$2.04B
|
|
Nov 14, 2022
Q3 2022
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
2.06MNew |
$736M - $885M
|
2.06M
$1.11B
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
609KNew |
$217M - $262M
|
609K
$328M
|
|
Nov 14, 2022
Q3 2022
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
PUT |
570KNew |
$204M - $245M
|
570K
$307M
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
335KNew |
$120M - $144M
|
335K
$180M
|
|
Nov 14, 2022
Q3 2022
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
250KNew |
$89.3M - $107M
|
250K
$135M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
186K+ 51.39% |
$66.4M - $79.9M
|
548K
$295M
|
|
Nov 14, 2022
Q3 2022
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
129KNew |
$46.2M - $55.6M
|
129K
$69.7M
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
117KNew |
$41.8M - $50.2M
|
117K
$63M
|
|
Nov 14, 2022
Q3 2022
|
Deep Field Asset Management LLC
Beverly Hills, CA |
BUY
|
PUT |
100KNew |
$35.7M - $43M
|
100K
$53.9M
|