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 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
564+ 6.63% |
$292K - $324K
|
9.08K
$5.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
770+ 15.86% |
$398K - $442K
|
5.62K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
70.6K+ 2.28% |
$36.5M - $40.5M
|
3.17M
$1.86B
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-26.6K- 37.3% |
$13.8M - $15.3M
|
44.7K
$26.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
2.24K+ 8.06% |
$1.16M - $1.29M
|
30.1K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-25- 1.13% |
$12.9K - $14.3K
|
2.19K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
227+ 0.36% |
$117K - $130K
|
62.8K
$36.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
974+ 0.38% |
$504K - $559K
|
257K
$151M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-418- 13.67% |
$216K - $240K
|
2.64K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 5.92% |
$904K - $1M
|
27.8K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.09% |
$2.59K - $2.87K
|
5.35K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-179- 1.39% |
$92.6K - $103K
|
12.7K
$7.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
66+ 64.71% |
$34.1K - $37.9K
|
168
$98.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-700- 15.97% |
$362K - $402K
|
3.68K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-1.41K- 3.48% |
$732K - $811K
|
39.2K
$23M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
778+ 65.93% |
$403K - $446K
|
1.96K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.71K- 23.23% |
$886K - $983K
|
5.66K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9+ 0.44% |
$4.66K - $5.16K
|
2.08K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
13+ 0.25% |
$6.73K - $7.46K
|
5.19K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.28K+ 12.44% |
$2.21M - $2.45M
|
38.7K
$22.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-206- 0.12% |
$107K - $118K
|
174K
$102M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.09% |
$11.9K - $13.2K
|
25.1K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
31.5K+ 30.41% |
$16.3M - $18.1M
|
135K
$79.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
494+ 1.22% |
$256K - $283K
|
41.1K
$24.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
505New |
$261K - $290K
|
505
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
533+ 3.79% |
$276K - $306K
|
14.6K
$8.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
PUT |
1KNew |
$517K - $574K
|
1K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5- 0.97% |
$2.59K - $2.87K
|
510
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-58- 5.08% |
$30K - $33.3K
|
1.08K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
10+ 0.65% |
$5.17K - $5.74K
|
1.55K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8+ 0.03% |
$4.14K - $4.59K
|
28.7K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.08% |
$517 - $574
|
1.28K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
562New |
$291K - $323K
|
562
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-75- 1.8% |
$38.8K - $43K
|
4.09K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.36% |
$44.5K - $49.4K
|
23.8K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
127+ 2.73% |
$65.7K - $72.9K
|
4.78K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.67K+ 46.11% |
$862K - $957K
|
5.28K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-1.9K- 0.7% |
$983K - $1.09M
|
270K
$159M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.29K- 32.25% |
$669K - $743K
|
2.72K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
325+ 1.9% |
$168K - $187K
|
17.5K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 1.76% |
$25.9K - $28.7K
|
2.89K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-644- 3.06% |
$333K - $370K
|
20.4K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
512+ 13.68% |
$265K - $294K
|
4.25K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.5KNew |
$776K - $861K
|
1.5K
$879K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
889New |
$460K - $510K
|
889
$521K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.29K- 3.05% |
$1.7M - $1.89M
|
104K
$61.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-87- 2.33% |
$45K - $49.9K
|
3.64K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.16K- 5.03% |
$599K - $664K
|
21.8K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-18- 0.62% |
$9.31K - $10.3K
|
2.87K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.87K+ 45.17% |
$969K - $1.07M
|
6.02K
$3.53M
|