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 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
367+ 1.27% |
$190K - $211K
|
29.2K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-29.9K- 5.85% |
$15.5M - $17.1M
|
481K
$282M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04KNew |
$537K - $596K
|
1.04K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.42K- 19.01% |
$733K - $813K
|
6.04K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.66% |
$20.2K - $22.4K
|
2.39K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
296+ 4.83% |
$153K - $170K
|
6.43K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-134- 12.09% |
$69.3K - $76.9K
|
974
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.9K+ 16.06% |
$2.53M - $2.81M
|
35.4K
$20.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 1.42% |
$7.24K - $8.03K
|
975
$572K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.83K+ 59.18% |
$5.09M - $5.64M
|
26.4K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
39.3KNew |
$20.3M - $22.6M
|
39.3K
$23M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 0.32% |
$16.6K - $18.4K
|
10K
$5.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$517 - $574
|
7.97K
$4.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.45K- 11.26% |
$4.89M - $5.42M
|
74.5K
$43.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-197- 0.73% |
$102K - $113K
|
26.6K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 2.14% |
$23.3K - $25.8K
|
2.06K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-490- 2.68% |
$254K - $281K
|
17.8K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
838+ 8.23% |
$434K - $481K
|
11K
$6.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.53K- 6.88% |
$2.86M - $3.17M
|
74.9K
$43.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-82- 6.84% |
$42.4K - $47.1K
|
1.12K
$654K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-43- 1.6% |
$22.2K - $24.7K
|
2.64K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-361- 17.06% |
$187K - $207K
|
1.76K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 2.01% |
$6.21K - $6.89K
|
610
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.18K- 1.94% |
$608K - $675K
|
59.5K
$34.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-520- 2.99% |
$269K - $298K
|
16.9K
$9.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-594- 1.17% |
$307K - $341K
|
50.2K
$29.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1K+ 215.05% |
$517K - $574K
|
1.47K
$859K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 42.0% |
$13.6M - $15.1M
|
36.3K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
100+ 3.18% |
$51.7K - $57.4K
|
3.24K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
924+ 15.88% |
$478K - $530K
|
6.74K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$517 - $574
|
762
$447K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-609- 1.72% |
$315K - $349K
|
34.9K
$20.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-211- 5.49% |
$109K - $121K
|
3.63K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-333- 6.24% |
$172K - $191K
|
5.01K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.08K+ 60.94% |
$4.18M - $4.64M
|
21.3K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-641- 22.13% |
$332K - $368K
|
2.26K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-225- 5.65% |
$116K - $129K
|
3.76K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18+ 0.55% |
$9.31K - $10.3K
|
3.3K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38+ 5.63% |
$19.7K - $21.8K
|
713
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-407- 12.27% |
$211K - $234K
|
2.91K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$105K - $116K
|
203
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
PUT |
200New |
$103K - $115K
|
200
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
813+ 10.99% |
$421K - $467K
|
8.21K
$4.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
621+ 6.34% |
$321K - $356K
|
10.4K
$6.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
PUT |
-800- 29.63% |
$414K - $459K
|
1.9K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-165- 13.4% |
$85.4K - $94.7K
|
1.07K
$625K
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
16.8K+ 8.96% |
$8.71M - $9.66M
|
205K
$120M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-215- 0.77% |
$111K - $123K
|
27.6K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
555+ 17.62% |
$287K - $318K
|
3.71K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
96+ 2.42% |
$49.7K - $55.1K
|
4.06K
$2.38M
|