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 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-17.9K- 10.86% |
$9.26M - $10.3M
|
147K
$86.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.09% |
$4.14K - $4.59K
|
8.66K
$5.08M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3- 0.6% |
$1.55K - $1.72K
|
498
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-288K- 10.87% |
$149M - $165M
|
2.36M
$1.39B
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
289KNew |
$150M - $166M
|
289K
$169M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-55.1K- 5.03% |
$28.5M - $31.6M
|
1.04M
$610M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.67KNew |
$865K - $959K
|
1.67K
$980K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-72- 3.78% |
$37.3K - $41.3K
|
1.83K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1K- 14.34% |
$519K - $576K
|
6K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.52K+ 9.69% |
$1.31M - $1.45M
|
28.6K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
236+ 3.45% |
$122K - $135K
|
7.08K
$4.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-96- 3.08% |
$49.7K - $55.1K
|
3.02K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-36- 2.75% |
$18.6K - $20.7K
|
1.27K
$746K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-208- 6.62% |
$108K - $119K
|
2.93K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4+ 0.21% |
$2.07K - $2.3K
|
1.93K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-18- 1.44% |
$9.31K - $10.3K
|
1.23K
$722K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.83K+ 1.29% |
$1.98M - $2.2M
|
301K
$176M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.68K- 21.58% |
$869K - $964K
|
6.1K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-87- 2.19% |
$45K - $49.9K
|
3.89K
$2.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.23K+ 3.34% |
$3.22M - $3.57M
|
193K
$113M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
47+ 1.41% |
$24.3K - $27K
|
3.39K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.24% |
$18.1K - $20.1K
|
2.79K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-15- 0.63% |
$7.76K - $8.61K
|
2.37K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.72K- 3.86% |
$890K - $988K
|
42.9K
$25.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
32.8K+ 15.43% |
$17M - $18.8M
|
245K
$144M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-666- 1.25% |
$345K - $382K
|
52.5K
$30.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
669+ 2.48% |
$346K - $384K
|
27.7K
$16.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
210+ 0.53% |
$109K - $121K
|
39.5K
$23.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.56K+ 5.56% |
$1.84M - $2.04M
|
67.5K
$39.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
26+ 7.05% |
$13.5K - $14.9K
|
395
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-500- 2.29% |
$259K - $287K
|
21.3K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.96K- 29.12% |
$2.05M - $2.27M
|
9.65K
$5.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
225+ 58.14% |
$116K - $129K
|
612
$359K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
179+ 3.21% |
$92.6K - $103K
|
5.75K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.08% |
$1.03K - $1.15K
|
2.43K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
12+ 0.67% |
$6.21K - $6.89K
|
1.8K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
429+ 45.69% |
$222K - $246K
|
1.37K
$802K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7- 0.03% |
$3.62K - $4.02K
|
20.5K
$12M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.75K+ 17.69% |
$904K - $1M
|
11.6K
$6.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.88K+ 18.58% |
$972K - $1.08M
|
12K
$7.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-75- 1.47% |
$38.8K - $43K
|
5.01K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-139- 1.45% |
$71.9K - $79.8K
|
9.45K
$5.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.38K+ 25.86% |
$716K - $794K
|
6.73K
$3.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.19% |
$766K - $850K
|
123K
$72.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
738+ 8.72% |
$382K - $424K
|
9.2K
$5.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-302- 4.17% |
$156K - $173K
|
6.94K
$4.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
747+ 38.79% |
$386K - $429K
|
2.67K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$69.3K - $76.9K
|
134
$78.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-21.9K- 27.13% |
$11.3M - $12.6M
|
58.8K
$34.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
13.7K+ 183.46% |
$7.07M - $7.84M
|
21.1K
$12.4M
|