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 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-101- 2.25% |
$52.3K - $58K
|
4.38K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.04% |
$1.03K - $1.15K
|
5.19K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
92+ 35.38% |
$47.6K - $52.8K
|
352
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 1.32% |
$18.5M - $20.5M
|
2.75M
$1.61B
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-545- 29.13% |
$282K - $313K
|
1.33K
$777K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-9.54K- 8.71% |
$4.94M - $5.48M
|
100K
$58.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
266+ 8.97% |
$138K - $153K
|
3.23K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 2.72% |
$49.7K - $55.1K
|
3.43K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.2KNew |
$623K - $691K
|
1.2K
$706K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-356- 1.71% |
$184K - $204K
|
20.4K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.34K+ 8.05% |
$1.73M - $1.92M
|
44.8K
$26.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-471- 3.34% |
$244K - $270K
|
13.6K
$7.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 0.61% |
$12.4K - $13.8K
|
3.96K
$2.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
725K+ 89.86% |
$375M - $416M
|
1.53M
$898M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
367+ 1.31% |
$190K - $211K
|
28.5K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-12- 0.22% |
$6.21K - $6.89K
|
5.5K
$3.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5- 0.1% |
$2.59K - $2.87K
|
5.24K
$3.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-118- 0.25% |
$61.1K - $67.7K
|
47.3K
$27.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-533- 1.91% |
$276K - $306K
|
27.4K
$16.1M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-52- 6.31% |
$26.9K - $29.8K
|
772
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-31- 0.34% |
$16K - $17.8K
|
9.18K
$5.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.24K- 5.42% |
$4.26M - $4.73M
|
144K
$84.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
PUT |
10.5KNew |
$5.43M - $6.03M
|
10.5K
$6.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-171- 11.46% |
$88.5K - $98.1K
|
1.32K
$774K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.63K- 1.33% |
$841K - $933K
|
121K
$70.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.13K- 6.83% |
$584K - $647K
|
15.4K
$9.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.8K- 5.71% |
$10.3M - $11.4M
|
328K
$192M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
3.8K+ 253.33% |
$1.97M - $2.18M
|
5.3K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.1K+ 35.05% |
$568K - $630K
|
4.23K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 8.68% |
$1.39M - $1.54M
|
33.6K
$19.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
CALL |
7.9K+ 26.07% |
$4.09M - $4.53M
|
38.2K
$22.4M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.56K- 1.22% |
$806K - $894K
|
126K
$73.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.45% |
$3.62K - $4.02K
|
1.55K
$906K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-316- 4.78% |
$163K - $181K
|
6.3K
$3.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1K+ 10.42% |
$519K - $576K
|
10.6K
$6.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
PUT |
1.4K+ 46.67% |
$724K - $803K
|
4.4K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-31- 0.31% |
$16K - $17.8K
|
10.1K
$5.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18.1K- 8.7% |
$9.38M - $10.4M
|
190K
$112M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
178+ 0.79% |
$92.1K - $102K
|
22.6K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
497New |
$257K - $285K
|
497
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
673+ 3.65% |
$348K - $386K
|
19.1K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-35.7K- 24.76% |
$18.5M - $20.5M
|
108K
$63.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.3K+ 56.35% |
$20.8M - $23.1M
|
112K
$65.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.4K+ 1.32% |
$1.24M - $1.38M
|
184K
$108M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
112+ 13.69% |
$57.9K - $64.3K
|
930
$545K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-5.56K- 2.39% |
$2.87M - $3.19M
|
226K
$133M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
15.4KNew |
$7.94M - $8.81M
|
15.4K
$9M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
15.9K+ 79.58% |
$8.23M - $9.13M
|
35.9K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.3K- 55.16% |
$12.6M - $14M
|
19.8K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
PUT |
6.8K+ 11.37% |
$3.52M - $3.9M
|
66.6K
$39M
|