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 12, 2024
Q3 2024
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
5.87K+ 19.01% |
$3.03M - $3.37M
|
36.7K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.03% |
$517 - $574
|
3.7K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
326+ 3.09% |
$169K - $187K
|
10.9K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
PUT |
-37.5K- 75.0% |
$19.4M - $21.5M
|
12.5K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-53- 1.01% |
$27.4K - $30.4K
|
5.19K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-512- 4.92% |
$265K - $294K
|
9.9K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-1.33K- 15.31% |
$686K - $760K
|
7.33K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-275- 40.86% |
$142K - $158K
|
398
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.13% |
$3.1K - $3.44K
|
4.53K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.02% |
$1.03K - $1.15K
|
12.6K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
525+ 0.64% |
$272K - $301K
|
83K
$50.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.16K- 78.08% |
$599K - $665K
|
325
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.51% |
$2.07K - $2.3K
|
779
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-145- 3.57% |
$75K - $83.2K
|
3.92K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-255- 14.37% |
$132K - $146K
|
1.52K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.77K- 2.58% |
$1.43M - $1.59M
|
105K
$63.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-273- 2.02% |
$141K - $157K
|
13.2K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
726+ 3.32% |
$376K - $417K
|
22.6K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-18- 0.08% |
$9.31K - $10.3K
|
23.2K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-106- 0.07% |
$54.8K - $60.8K
|
152K
$92.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
413+ 12.42% |
$214K - $237K
|
3.74K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4K+ 15.03% |
$5.88M - $6.52M
|
86.9K
$52.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-190- 3.5% |
$98.3K - $109K
|
5.24K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.83K- 1.71% |
$3.54M - $3.92M
|
392K
$237M
|
|
|
Nov 12, 2024
Q3 2024
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
18K+ 3.56% |
$9.31M - $10.3M
|
524K
$317M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-364- 2.38% |
$188K - $209K
|
15K
$9.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-458- 3.25% |
$237K - $263K
|
13.6K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.24% |
$14.5K - $16.1K
|
11.7K
$7.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
PUT |
-300- 11.11% |
$155K - $172K
|
2.4K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-788- 18.9% |
$408K - $452K
|
3.38K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.24K- 18.78% |
$4.26M - $4.73M
|
35.6K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-75- 6.33% |
$38.8K - $43K
|
1.11K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14+ 1.58% |
$7.24K - $8.03K
|
902
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-345- 4.28% |
$178K - $198K
|
7.71K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.42K+ 288.84% |
$737K - $817K
|
1.92K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-6- 1.43% |
$3.1K - $3.44K
|
413
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-14- 0.26% |
$7.24K - $8.03K
|
5.42K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
366New |
$189K - $210K
|
366
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.64KNew |
$846K - $938K
|
1.64K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
45+ 10.82% |
$23.3K - $25.8K
|
461
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
17.3KNew |
$8.96M - $9.94M
|
17.3K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
454New |
$235K - $261K
|
454
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-233- 33.19% |
$121K - $134K
|
469
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
539+ 5.41% |
$279K - $309K
|
10.5K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Timelo Investment Management Inc.
|
BUY
|
PUT |
40K+ 26.67% |
$20.7M - $23M
|
190K
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 7.05% |
$156K - $173K
|
4.57K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
105+ 11.25% |
$54.3K - $60.3K
|
1.04K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 3.67% |
$840K - $932K
|
45.9K
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-248- 4.87% |
$128K - $142K
|
4.84K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 14.07% |
$3.84M - $4.26M
|
60.1K
$36.3M
|