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
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.18K- 25.0% |
$612K - $679K
|
3.55K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.18K- 4.97% |
$612K - $678K
|
22.6K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
633+ 68.73% |
$328K - $363K
|
1.55K
$939K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.64K+ 0.64% |
$2.4M - $2.66M
|
726K
$439M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 12.13% |
$25.4K - $28.1K
|
355
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
227+ 24.67% |
$117K - $130K
|
1.15K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.45K- 40.59% |
$751K - $833K
|
2.13K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16- 0.21% |
$8.28K - $9.18K
|
7.57K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-21.5K- 88.84% |
$11.1M - $12.3M
|
2.7K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.58M- 99.77% |
$1.33B - $1.48B
|
5.85K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-205- 6.94% |
$106K - $118K
|
2.75K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
60+ 1.56% |
$31K - $34.4K
|
3.92K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
PUT |
69KNew |
$35.7M - $39.6M
|
69K
$41.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
102+ 1.63% |
$52.8K - $58.5K
|
6.37K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-109- 13.52% |
$56.4K - $62.6K
|
697
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
567KNew |
$293M - $325M
|
567K
$342M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-791- 2.83% |
$409K - $454K
|
27.2K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.23MNew |
$1.16B - $1.28B
|
2.23M
$1.35B
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 290.84% |
$14.8M - $16.4M
|
38.5K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.36K- 1.04% |
$1.22M - $1.36M
|
224K
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 35.91% |
$5.92M - $6.57M
|
43.3K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1- 0.02% |
$517 - $574
|
4.74K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-148- 1.04% |
$76.6K - $84.9K
|
14.1K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.12K+ 0.51% |
$1.1M - $1.22M
|
418K
$253M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
363+ 94.53% |
$188K - $208K
|
747
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$5.17K - $5.74K
|
4.94K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.32K+ 7.91% |
$681K - $755K
|
18K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.97K+ 3.5% |
$4.64M - $5.15M
|
266K
$161M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1K+ 60.24% |
$517K - $574K
|
2.66K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-211- 2.04% |
$109K - $121K
|
10.1K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-245- 15.34% |
$127K - $141K
|
1.35K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1+ 0.06% |
$517 - $574
|
1.68K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-88- 2.52% |
$45.5K - $50.5K
|
3.41K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3- 0.48% |
$1.55K - $1.72K
|
618
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10KNew |
$5.17M - $5.74M
|
10K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1K+ 7.95% |
$5.24M - $5.82M
|
138K
$83.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.2% |
$9.83K - $10.9K
|
9.5K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-28- 2.26% |
$14.5K - $16.1K
|
1.21K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-94- 2.83% |
$48.6K - $53.9K
|
3.22K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.27% |
$2.07K - $2.3K
|
1.5K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
346+ 2.56% |
$179K - $199K
|
13.8K
$8.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-386- 0.16% |
$200K - $222K
|
248K
$150M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.51K+ 5.28% |
$1.3M - $1.44M
|
50K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.08K- 9.07% |
$2.11M - $2.34M
|
40.9K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80+ 9.62% |
$41.4K - $45.9K
|
912
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 1.7% |
$35.2K - $39K
|
4.07K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-377- 31.65% |
$195K - $216K
|
814
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-15- 0.21% |
$7.76K - $8.61K
|
7.11K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
565New |
$292K - $324K
|
565
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
167K+ 61.12% |
$86.6M - $96.1M
|
441K
$267M
|