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 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 1.25% |
$5.17K - $5.74K
|
789
$463K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.28K- 27.68% |
$2.22M - $2.46M
|
11.2K
$6.56M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-4.79K- 41.82% |
$2.48M - $2.75M
|
6.66K
$3.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
564+ 2.31% |
$292K - $324K
|
25K
$14.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 3.21% |
$19.7K - $21.8K
|
1.22K
$716K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-569- 6.81% |
$294K - $327K
|
7.79K
$4.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-166- 17.4% |
$85.9K - $95.3K
|
788
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4.02K- 15.32% |
$2.08M - $2.31M
|
22.2K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-819- 6.39% |
$424K - $470K
|
12K
$7.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
2.92KNew |
$1.51M - $1.67M
|
2.92K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-55- 2.8% |
$28.5K - $31.6K
|
1.91K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 10.0% |
$7.76K - $8.61K
|
135
$79.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-6- 0.1% |
$3.1K - $3.44K
|
6.31K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
3+ 0.43% |
$1.55K - $1.72K
|
696
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
183+ 12.4% |
$94.7K - $105K
|
1.66K
$973K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-28- 5.0% |
$14.5K - $16.1K
|
532
$312K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 7.55% |
$713K - $791K
|
19.6K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.04K+ 0.52% |
$539K - $598K
|
201K
$118M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.38K+ 2.88% |
$1.23M - $1.37M
|
84.9K
$49.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
3.8K+ 1900.0% |
$1.97M - $2.18M
|
4K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.41K+ 9.51% |
$1.25M - $1.38M
|
27.8K
$16.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.33% |
$2.59K - $2.87K
|
1.54K
$902K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.31K+ 4.22% |
$1.19M - $1.32M
|
57K
$33.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.48KNew |
$1.28M - $1.42M
|
2.48K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.98K- 6.62% |
$1.02M - $1.13M
|
27.9K
$16.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.39K+ 7.89% |
$719K - $798K
|
19K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
915+ 30.92% |
$473K - $525K
|
3.87K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14KNew |
$589K - $654K
|
1.14K
$668K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-40- 11.43% |
$20.7K - $23K
|
310
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.36K- 0.75% |
$1.22M - $1.35M
|
310K
$182M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24.6K- 55.58% |
$12.7M - $14.1M
|
19.7K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-21- 1.49% |
$10.9K - $12.1K
|
1.39K
$816K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-317- 1.61% |
$164K - $182K
|
19.4K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
102+ 8.85% |
$52.8K - $58.5K
|
1.26K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.44K+ 18.04% |
$747K - $829K
|
9.45K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-186- 0.7% |
$96.2K - $107K
|
26.3K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
902+ 2.73% |
$467K - $518K
|
34K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-15- 1.38% |
$7.76K - $8.61K
|
1.07K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.24K+ 432.64% |
$3.74M - $4.15M
|
8.91K
$5.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 2.58% |
$11.9K - $13.2K
|
913
$535K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-386- 34.16% |
$200K - $222K
|
744
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 4.11% |
$723K - $802K
|
35.4K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
PUT |
6.2K+ 0.7% |
$3.21M - $3.56M
|
898K
$527M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-452- 2.16% |
$234K - $259K
|
20.5K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
59+ 0.6% |
$30.5K - $33.9K
|
9.93K
$5.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
802+ 3.43% |
$415K - $460K
|
24.2K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1K- 1.07% |
$518K - $575K
|
92.4K
$54.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
235+ 6.96% |
$122K - $135K
|
3.61K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
49+ 1.66% |
$25.4K - $28.1K
|
3K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-554- 26.83% |
$287K - $318K
|
1.51K
$886K
|