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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-295- 7.89% |
$153K - $169K
|
3.45K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.55K - $1.72K
|
1.05K
$614K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-13- 81.25% |
$6.73K - $7.46K
|
3
$1.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
279+ 15.47% |
$144K - $160K
|
2.08K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
690+ 1.01% |
$357K - $396K
|
69.3K
$40.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-36- 4.4% |
$18.6K - $20.7K
|
783
$459K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.41K- 19.77% |
$4.35M - $4.83M
|
34.1K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.29K+ 162.38% |
$3.77M - $4.19M
|
11.8K
$6.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
25+ 2.92% |
$12.9K - $14.3K
|
880
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
266+ 1.76% |
$138K - $153K
|
15.4K
$9.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
155+ 17.59% |
$80.2K - $88.9K
|
1.04K
$607K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-20- 0.49% |
$10.3K - $11.5K
|
4.09K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
205+ 3.37% |
$106K - $118K
|
6.3K
$3.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7+ 0.57% |
$3.62K - $4.02K
|
1.23K
$721K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.47KNew |
$1.8M - $1.99M
|
3.47K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-14- 0.14% |
$7.24K - $8.03K
|
9.8K
$5.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-248- 14.04% |
$128K - $142K
|
1.52K
$891K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
8+ 0.32% |
$4.14K - $4.59K
|
2.53K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
50+ 4.54% |
$25.9K - $28.7K
|
1.15K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-4- 0.07% |
$2.07K - $2.3K
|
5.62K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 0.36% |
$41.4K - $45.9K
|
22.2K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
92+ 1.55% |
$47.6K - $52.8K
|
6.04K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-18- 0.47% |
$9.31K - $10.3K
|
3.83K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.31K+ 1.89% |
$679K - $753K
|
70.6K
$41.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-69- 1.15% |
$35.7K - $39.6K
|
5.93K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
408+ 3.38% |
$211K - $234K
|
12.5K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3- 0.42% |
$1.55K - $1.72K
|
715
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.11K- 34.02% |
$1.09M - $1.21M
|
4.1K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.67% |
$1.55K - $1.72K
|
454
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 1.29% |
$586K - $650K
|
88.8K
$52.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 6.62% |
$36.2K - $40.2K
|
1.13K
$661K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
44+ 4.39% |
$22.8K - $25.2K
|
1.05K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.51K+ 0.46% |
$779K - $864K
|
332K
$195M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.76K- 2.46% |
$912K - $1.01M
|
69.8K
$40.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
134+ 6.9% |
$69.3K - $76.9K
|
2.08K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.01K- 2.12% |
$524K - $581K
|
46.7K
$27.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
169+ 0.18% |
$87.4K - $97K
|
92.8K
$54.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
543+ 9.63% |
$281K - $312K
|
6.18K
$3.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.53K- 43.82% |
$791K - $877K
|
1.96K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-95- 2.14% |
$49.2K - $54.5K
|
4.34K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.79K+ 11.11% |
$925K - $1.03M
|
17.9K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 52.17% |
$6.21K - $6.89K
|
11
$6.45K
|
|
|
Oct 31, 2024
Q3 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
10.3K+ 3.5% |
$5.34M - $5.92M
|
305K
$179M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
73+ 6.89% |
$37.8K - $41.9K
|
1.13K
$664K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 1.49% |
$62.1K - $68.9K
|
8.15K
$4.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.95K- 58.7% |
$5.15M - $5.71M
|
7K
$4.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-373- 3.22% |
$193K - $214K
|
11.2K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-70- 2.69% |
$36.2K - $40.2K
|
2.54K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
551+ 0.9% |
$285K - $316K
|
61.8K
$36.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-140- 1.81% |
$72.4K - $80.3K
|
7.6K
$4.46M
|