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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.98K+ 4.28% |
$3.61M - $4.01M
|
170K
$99.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
7.6K+ 194.87% |
$3.93M - $4.36M
|
11.5K
$6.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-96- 4.25% |
$49.7K - $55.1K
|
2.16K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-95- 2.33% |
$49.2K - $54.5K
|
3.98K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-161- 4.54% |
$83.3K - $92.4K
|
3.39K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$517 - $574
|
2.22K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 8.75% |
$1.38M - $1.53M
|
27.8K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.03K - $1.15K
|
662
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
87+ 2.59% |
$45K - $49.9K
|
3.45K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 11.02% |
$3.65M - $4.05M
|
71.1K
$41.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-91- 5.29% |
$47.1K - $52.2K
|
1.63K
$955K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.08K+ 22.49% |
$1.07M - $1.19M
|
11.3K
$6.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$16.6K - $18.4K
|
11.2K
$6.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-62- 1.15% |
$32.1K - $35.6K
|
5.34K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6- 3.8% |
$3.1K - $3.44K
|
152
$89.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-106- 0.36% |
$54.8K - $60.8K
|
29.4K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 1.96% |
$33.1K - $36.7K
|
3.34K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.58K+ 82.46% |
$820K - $909K
|
3.51K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.04K- 3.69% |
$537K - $595K
|
27.1K
$15.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.15K- 13.86% |
$597K - $662K
|
7.17K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 2.62% |
$530K - $588K
|
38.2K
$22.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.02% |
$517 - $574
|
6.51K
$3.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 381.08% |
$730K - $809K
|
1.78K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-295- 20.72% |
$153K - $169K
|
1.13K
$662K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
755+ 14.27% |
$391K - $433K
|
6.05K
$3.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-800- 5.43% |
$414K - $459K
|
13.9K
$8.16M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.33K+ 2.1% |
$687K - $762K
|
64.5K
$37.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-70- 0.36% |
$36.2K - $40.2K
|
19.2K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.03K- 6.7% |
$2.08M - $2.31M
|
56.1K
$32.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-43- 1.13% |
$22.2K - $24.7K
|
3.75K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-592- 0.29% |
$306K - $340K
|
205K
$120M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-585- 1.04% |
$303K - $336K
|
55.8K
$32.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.37K+ 19.07% |
$711K - $788K
|
8.58K
$5.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.14% |
$517 - $574
|
734
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.71K- 22.3% |
$1.4M - $1.55M
|
9.43K
$5.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.98K+ 555.41% |
$1.54M - $1.71M
|
3.51K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.19K+ 9.88% |
$1.65M - $1.83M
|
35.5K
$20.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-411- 1.27% |
$213K - $236K
|
31.8K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
826+ 54.81% |
$427K - $474K
|
2.33K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-152- 4.33% |
$78.6K - $87.2K
|
3.36K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.89K+ 6.13% |
$1.49M - $1.66M
|
49.9K
$29.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7.4K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-33.5K- 10.16% |
$17.3M - $19.2M
|
296K
$173M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
60+ 2.4% |
$31K - $34.4K
|
2.56K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.39% |
$1.03K - $1.15K
|
518
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-90- 0.92% |
$46.6K - $51.6K
|
9.65K
$5.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
189+ 7.69% |
$97.8K - $108K
|
2.65K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.23K- 58.18% |
$1.67M - $1.85M
|
2.32K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-36- 2.31% |
$18.6K - $20.7K
|
1.52K
$891K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-738- 10.69% |
$382K - $424K
|
6.16K
$3.61M
|