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 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-330- 15.42% |
$171K - $189K
|
1.81K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.18% |
$2.59K - $2.87K
|
2.74K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.01K+ 5.26% |
$1.04M - $1.15M
|
40.2K
$23.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.13K+ 8.39% |
$4.2M - $4.66M
|
105K
$61.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.75K+ 9.69% |
$1.94M - $2.15M
|
42.4K
$24.9M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
92+ 7.64% |
$47.6K - $52.8K
|
1.3K
$760K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
480+ 3.71% |
$248K - $275K
|
13.4K
$7.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-142- 2.19% |
$73.5K - $81.5K
|
6.33K
$3.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-24- 0.33% |
$12.4K - $13.8K
|
7.24K
$4.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12K+ 3.93% |
$6.19M - $6.87M
|
317K
$186M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
425+ 4.27% |
$220K - $244K
|
10.4K
$6.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-40- 0.58% |
$20.7K - $23K
|
6.8K
$3.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.73K- 78.23% |
$2.97M - $3.29M
|
1.6K
$935K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
314+ 1.17% |
$162K - $180K
|
27.3K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.82K+ 19.1% |
$4.04M - $4.49M
|
48.7K
$28.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.63K- 2.95% |
$1.36M - $1.51M
|
86.5K
$50.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7K
$4.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
59+ 3.63% |
$30.5K - $33.9K
|
1.68K
$987K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.71K- 19.0% |
$2.95M - $3.27M
|
24.3K
$14.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 0.09% |
$51.7K - $57.4K
|
106K
$61.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.13K+ 5.79% |
$585K - $648K
|
20.6K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
80KNew |
$41.4M - $45.9M
|
80K
$46.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-53- 10.35% |
$27.4K - $30.4K
|
459
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.4% |
$1.03K - $1.15K
|
506
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
91+ 7.93% |
$47.1K - $52.2K
|
1.24K
$726K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 2.73% |
$1.02M - $1.13M
|
74.2K
$43.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.89K- 16.68% |
$1.5M - $1.66M
|
14.4K
$8.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-15- 0.93% |
$7.76K - $8.61K
|
1.6K
$937K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-23- 4.49% |
$11.9K - $13.2K
|
489
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.52K+ 12.16% |
$2.85M - $3.17M
|
50.9K
$29.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
958+ 3.98% |
$496K - $550K
|
25K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
294+ 21.52% |
$152K - $169K
|
1.66K
$973K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.03% |
$2.07K - $2.3K
|
15.4K
$9.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
22.3K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-56.4K- 29.39% |
$29.2M - $32.4M
|
135K
$79.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.19K+ 6.26% |
$1.65M - $1.83M
|
54.1K
$31.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.07K+ 105.44% |
$4.18M - $4.63M
|
15.7K
$9.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
743+ 7.72% |
$384K - $426K
|
10.4K
$6.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 1.07% |
$20.7K - $23K
|
3.71K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.49K+ 4.58% |
$768K - $852K
|
33.9K
$19.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
124K+ 404.98% |
$64.4M - $71.4M
|
155K
$90.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-81- 10.36% |
$41.9K - $46.5K
|
701
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 3.0% |
$27.9K - $31K
|
1.75K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-385- 3.37% |
$199K - $221K
|
11K
$6.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
119+ 7.46% |
$61.6K - $68.3K
|
1.71K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.13K+ 7.25% |
$585K - $648K
|
16.7K
$9.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
392+ 32.26% |
$203K - $225K
|
1.61K
$942K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-585- 3.75% |
$303K - $336K
|
15K
$8.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58+ 0.03% |
$30K - $33.3K
|
181K
$106M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
33.1K+ 22.07% |
$17.1M - $19M
|
183K
$107M
|