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 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.74K+ 39.23% |
$2.45M - $2.72M
|
16.8K
$9.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-19- 4.92% |
$9.83K - $10.9K
|
367
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
398New |
$206K - $228K
|
398
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-306- 2.33% |
$158K - $176K
|
12.8K
$7.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-183- 1.76% |
$94.7K - $105K
|
10.2K
$5.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
883+ 11.81% |
$457K - $507K
|
8.36K
$4.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.9K+ 26.66% |
$7.17M - $7.95M
|
65.8K
$38.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-94- 2.14% |
$48.6K - $53.9K
|
4.31K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
157+ 27.54% |
$81.2K - $90.1K
|
727
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
20+ 5.39% |
$10.3K - $11.5K
|
391
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.17K+ 72.31% |
$2.16M - $2.39M
|
9.94K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
144New |
$74.5K - $82.6K
|
144
$84.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-100- 0.52% |
$51.7K - $57.4K
|
19.3K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-64- 0.07% |
$33.1K - $36.7K
|
92.3K
$54.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.71K- 11.88% |
$2.43M - $2.7M
|
34.9K
$20.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-61- 4.61% |
$31.6K - $35K
|
1.26K
$740K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-440- 18.42% |
$228K - $252K
|
1.95K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-5.56K- 1.39% |
$2.88M - $3.19M
|
394K
$231M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-218- 5.33% |
$113K - $125K
|
3.87K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.39K+ 36.35% |
$718K - $796K
|
5.2K
$3.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-115- 0.94% |
$59.5K - $66K
|
12.1K
$7.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-177- 3.22% |
$91.6K - $102K
|
5.32K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.2K- 7.31% |
$26.5M - $29.4M
|
649K
$380M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
49+ 0.11% |
$25.4K - $28.1K
|
43.6K
$25.6M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.12K- 10.84% |
$1.09M - $1.21M
|
17.4K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-421- 40.02% |
$218K - $242K
|
631
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2- 0.11% |
$1.03K - $1.15K
|
1.74K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-369- 2.89% |
$191K - $212K
|
12.4K
$7.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-657- 3.1% |
$340K - $377K
|
20.6K
$12.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
172+ 0.81% |
$89K - $98.7K
|
21.4K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
610+ 10.71% |
$316K - $350K
|
6.31K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.16K+ 77.21% |
$3.19M - $3.54M
|
14.1K
$8.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-144- 1.31% |
$74.5K - $82.6K
|
10.8K
$6.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
349+ 90.41% |
$181K - $200K
|
735
$431K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
467+ 26.95% |
$242K - $268K
|
2.2K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-280- 1.07% |
$145K - $161K
|
25.9K
$15.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-619- 14.93% |
$320K - $355K
|
3.53K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
33+ 3.72% |
$17.1K - $18.9K
|
921
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$803K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
678New |
$351K - $389K
|
678
$397K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
54+ 6.45% |
$27.9K - $31K
|
891
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
632New |
$327K - $363K
|
632
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-939- 0.56% |
$486K - $539K
|
168K
$98.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
CALL |
8.8KNew |
$4.55M - $5.05M
|
8.8K
$5.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$36.2K - $40.2K
|
15K
$8.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
CALL |
-900- 52.94% |
$466K - $516K
|
800
$469K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
482New |
$249K - $277K
|
482
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.31KNew |
$1.2M - $1.33M
|
2.31K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.22% |
$1.03K - $1.15K
|
914
$536K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.87K+ 1.73% |
$2M - $2.22M
|
228K
$134M
|