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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-56.6K- 1.23% |
$29.3M - $32.5M
|
4.54M
$2.66B
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
PUT |
-134- 19.23% |
$69.3K - $76.9K
|
563
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.89K- 41.93% |
$2.01M - $2.23M
|
5.39K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
20.5K+ 462.45% |
$10.6M - $11.8M
|
24.9K
$14.6M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-17- 0.65% |
$8.8K - $9.76K
|
2.58K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.08% |
$548K - $608K
|
27K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.33K+ 6.27% |
$686K - $760K
|
22.5K
$13.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-140- 4.02% |
$72.4K - $80.3K
|
3.34K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.74K+ 103.31% |
$1.94M - $2.15M
|
7.36K
$4.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-31- 0.13% |
$16K - $17.8K
|
24K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-136- 1.06% |
$70.4K - $78K
|
12.7K
$7.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.45KNew |
$1.79M - $1.98M
|
3.45K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.9K- 32.6% |
$983K - $1.09M
|
3.93K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
400+ 66.67% |
$207K - $230K
|
1K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
312+ 1.0% |
$161K - $179K
|
31.5K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-10- 0.17% |
$5.17K - $5.74K
|
5.97K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.7K- 13.11% |
$6.06M - $6.72M
|
77.6K
$45.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
95.7KNew |
$49.5M - $54.9M
|
95.7K
$56.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.93K+ 0.97% |
$1M - $1.11M
|
202K
$118M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
831+ 2.28% |
$430K - $477K
|
37.3K
$21.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
133+ 29.42% |
$68.8K - $76.3K
|
585
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.11% |
$2.59K - $2.87K
|
4.45K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
695+ 5.83% |
$360K - $399K
|
12.6K
$7.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-20- 4.74% |
$10.3K - $11.5K
|
402
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11.2K+ 5.8% |
$5.77M - $6.4M
|
204K
$119M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-258- 13.61% |
$133K - $148K
|
1.64K
$960K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 6.67% |
$1.03K - $1.15K
|
32
$18.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-705- 3.74% |
$365K - $405K
|
18.1K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
59+ 4.59% |
$30.5K - $33.9K
|
1.34K
$788K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
15+ 1.26% |
$7.76K - $8.61K
|
1.2K
$705K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-96- 0.63% |
$49.7K - $55.1K
|
15.1K
$8.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
842+ 10.87% |
$436K - $483K
|
8.59K
$5.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-129- 3.12% |
$66.7K - $74K
|
4.01K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
124+ 0.29% |
$64.2K - $71.2K
|
43.3K
$25.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3+ 0.47% |
$1.55K - $1.72K
|
636
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-50- 0.48% |
$25.9K - $28.7K
|
10.4K
$6.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.24% |
$1.03K - $1.15K
|
853
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.53K- 0.69% |
$790K - $876K
|
221K
$130M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-531- 6.59% |
$275K - $305K
|
7.53K
$4.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.12% |
$517 - $574
|
834
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.8K+ 1.0% |
$2.48M - $2.75M
|
484K
$284M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.25K- 2.94% |
$644K - $714K
|
41.1K
$24.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
722+ 44.11% |
$374K - $414K
|
2.36K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.41K- 1.09% |
$1.25M - $1.38M
|
220K
$129M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78K+ 2.1% |
$918K - $1.02M
|
86.1K
$50.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
PUT |
7K+ 411.76% |
$3.62M - $4.02M
|
8.7K
$5.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-21- 4.03% |
$10.9K - $12.1K
|
500
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 56.89% |
$9.61M - $10.7M
|
51.2K
$30M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
220New |
$114K - $126K
|
220
$129K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.49K- 1.35% |
$773K - $857K
|
109K
$63.9M
|