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 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-660- 29.84% |
$341K - $379K
|
1.55K
$910K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
116+ 3.67% |
$60K - $66.6K
|
3.28K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 0.66% |
$39.3K - $43.6K
|
11.5K
$6.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-770- 17.58% |
$398K - $442K
|
3.61K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
87+ 2.05% |
$45K - $49.9K
|
4.33K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-209- 22.05% |
$108K - $120K
|
739
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11+ 0.16% |
$5.69K - $6.31K
|
6.83K
$4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.39K+ 167.79% |
$720K - $798K
|
2.22K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
46+ 1.16% |
$23.8K - $26.4K
|
4.01K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$374K - $415K
|
723
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.11K
$651K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34K+ 363.92% |
$17.6M - $19.5M
|
43.3K
$25.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-265K- 29.05% |
$137M - $152M
|
648K
$380M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.53K- 1.89% |
$792K - $879K
|
79.5K
$46.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
240+ 4.77% |
$124K - $138K
|
5.27K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Monaco Asset Management Sam
|
SELL
|
PUT |
-15K- 2.84% |
$7.76M - $8.61M
|
514K
$301M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.6K- 5.69% |
$3.42M - $3.79M
|
110K
$64.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
312+ 6.8% |
$161K - $179K
|
4.9K
$2.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.26% |
$517 - $574
|
391
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
787+ 2.02% |
$407K - $452K
|
39.7K
$23.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-800- 3.48% |
$414K - $459K
|
22.2K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 1.75% |
$1.17M - $1.3M
|
132K
$77.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.16K- 76.28% |
$599K - $665K
|
360
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
229+ 0.96% |
$118K - $131K
|
24K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 12.99% |
$6.78M - $7.52M
|
87.7K
$51.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10+ 4.57% |
$5.17K - $5.74K
|
229
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-568- 24.73% |
$294K - $326K
|
1.73K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-122- 7.4% |
$63.1K - $70K
|
1.53K
$895K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20K- 90.5% |
$10.3M - $11.5M
|
2.1K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-4.8K- 7.29% |
$2.48M - $2.75M
|
61K
$35.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
24.4K+ 22.1% |
$12.6M - $14M
|
135K
$79.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
234+ 4.72% |
$121K - $134K
|
5.19K
$3.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
414+ 5.73% |
$214K - $238K
|
7.64K
$4.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
85.1K+ 204.25% |
$44M - $48.8M
|
127K
$74.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
452+ 16.3% |
$234K - $259K
|
3.23K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-191- 0.33% |
$98.8K - $110K
|
57.4K
$33.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
507+ 2.67% |
$262K - $291K
|
19.5K
$11.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
PUT |
3.7KNew |
$1.91M - $2.12M
|
3.7K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19.8K- 7.04% |
$10.2M - $11.4M
|
262K
$153M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.07K+ 4.98% |
$1.07M - $1.19M
|
43.7K
$25.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
890+ 1.3% |
$460K - $511K
|
69.2K
$40.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
513New |
$265K - $294K
|
513
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
284+ 0.45% |
$147K - $163K
|
63.9K
$37.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.94K+ 0.95% |
$3.59M - $3.98M
|
739K
$433M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-59- 0.83% |
$30.5K - $33.9K
|
7.04K
$4.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-797- 6.05% |
$412K - $457K
|
12.4K
$7.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
PUT |
94.7K+ 11.73% |
$49M - $54.3M
|
902K
$529M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.16% |
$517 - $574
|
625
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-86.3K- 12.0% |
$44.6M - $49.5M
|
633K
$371M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
185+ 11.16% |
$95.7K - $106K
|
1.84K
$1.08M
|