Latest Institutional Transactions on Spdr S&P 500 ETF Trust (SPY)
This table provides information on the latest institutional transactions involving Spdr S&P 500 ETF Trust (SPY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
11New |
$3.93K - $4.73K
|
11
$6.45K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-54- 1.24% |
$19.3K - $23.2K
|
4.29K
$2.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-75- 9.68% |
$26.8K - $32.2K
|
700
$410K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
110+ 0.61% |
$39.3K - $47.3K
|
18.2K
$10.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
14.9K+ 11.81% |
$5.34M - $6.42M
|
142K
$83M
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
609KNew |
$217M - $262M
|
609K
$357M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
655+ 2.27% |
$234K - $281K
|
29.4K
$17.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-366- 21.47% |
$131K - $157K
|
1.34K
$785K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
622New |
$222K - $267K
|
622
$365K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
1+ 0.07% |
$357 - $430
|
1.37K
$806K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
SELL
|
- |
-364- 20.07% |
$130K - $156K
|
1.45K
$850K
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-13.6K- 95.87% |
$4.86M - $5.85M
|
587
$344K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
117KNew |
$41.8M - $50.2M
|
117K
$68.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
64K+ 71.05% |
$22.8M - $27.5M
|
154K
$90.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.45K+ 68.91% |
$1.59M - $1.91M
|
10.9K
$6.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-25- 0.42% |
$8.93K - $10.7K
|
5.92K
$3.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
SELL
|
- |
-400- 17.39% |
$143K - $172K
|
1.9K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$531K - $639K
|
1.49K
$872K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.65K- 10.55% |
$945K - $1.14M
|
22.4K
$13.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-13.7K- 53.41% |
$4.89M - $5.88M
|
11.9K
$7M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
370+ 2.9% |
$132K - $159K
|
13.1K
$7.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
612New |
$219K - $263K
|
612
$359K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
PUT |
13KNew |
$4.64M - $5.59M
|
13K
$7.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Westpark Management, LLC
|
BUY
|
PUT |
500New |
$179K - $215K
|
500
$293K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83New |
$29.6K - $35.7K
|
83
$48.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
PUT |
55KNew |
$19.6M - $23.6M
|
55K
$32.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.38% |
$1.07K - $1.29K
|
802
$470K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-345- 3.2% |
$123K - $148K
|
10.4K
$6.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
PUT |
200+ 33.33% |
$71.4K - $85.9K
|
800
$469K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-497- 1.24% |
$178K - $214K
|
39.6K
$23.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
620New |
$221K - $266K
|
620
$363K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
21+ 0.64% |
$7.5K - $9.02K
|
3.31K
$1.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
552New |
$197K - $237K
|
552
$324K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-185- 1.21% |
$66.1K - $79.5K
|
15.1K
$8.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
337New |
$120K - $145K
|
337
$198K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-4.44K- 48.73% |
$1.59M - $1.91M
|
4.67K
$2.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
PUT |
1KNew |
$357K - $430K
|
1K
$586K
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-18.7K- 90.8% |
$6.67M - $8.02M
|
1.89K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
9+ 1.63% |
$3.21K - $3.87K
|
561
$329K
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
PUT |
6.5KNew |
$2.32M - $2.79M
|
6.5K
$3.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 3.5% |
$7.5K - $9.02K
|
579
$339K
|
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
6.87K+ 44.57% |
$2.46M - $2.95M
|
22.3K
$13.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-90- 2.02% |
$32.1K - $38.7K
|
4.36K
$2.56M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
120+ 1.75% |
$42.9K - $51.6K
|
6.97K
$4.09M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.6K+ 20.74% |
$1.68M - $2.1M
|
26.8K
$15.7M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
PUT |
3.7KNew |
$1.35M - $1.69M
|
3.7K
$2.17M
|
|
|
Jun 22, 2023
Q2 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
PUT |
-923K- 96.15% |
$338M - $422M
|
37K
$21.7M
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
30+ 300.0% |
$11K - $13.7K
|
40
$23.5K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.98K+ 100.0% |
$724K - $904K
|
3.96K
$2.32M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-102- 3.02% |
$37.3K - $46.6K
|
3.27K
$1.92M
|
|