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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 4.91% |
$370K - $411K
|
13.9K
$8.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.76K- 8.63% |
$911K - $1.01M
|
18.6K
$10.9M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
202+ 5.04% |
$105K - $116K
|
4.21K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
294New |
$152K - $169K
|
294
$172K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
976+ 6.96% |
$505K - $560K
|
15K
$8.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.86K+ 42.98% |
$1.48M - $1.64M
|
9.5K
$5.57M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-285- 5.48% |
$147K - $164K
|
4.92K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.66K+ 22.16% |
$858K - $951K
|
9.14K
$5.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-44- 8.35% |
$22.8K - $25.2K
|
483
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.57K- 11.01% |
$4.95M - $5.49M
|
77.4K
$45.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30+ 6.25% |
$15.5K - $17.2K
|
510
$299K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.3K- 1.61% |
$672K - $745K
|
79.4K
$46.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
10.8K+ 923.2% |
$5.58M - $6.19M
|
12K
$7M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$19.7K - $21.8K
|
10.5K
$6.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$11.4K - $12.6K
|
18.6K
$10.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-104K- 60.63% |
$53.9M - $59.8M
|
67.7K
$39.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
81+ 2.31% |
$41.9K - $46.5K
|
3.58K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
478+ 1912.0% |
$247K - $274K
|
503
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-16- 0.43% |
$8.28K - $9.18K
|
3.72K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
32.9K
$19.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-730- 8.12% |
$378K - $419K
|
8.26K
$4.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.02K- 17.13% |
$525K - $582K
|
4.91K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 4.1% |
$38.8K - $43K
|
1.75K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4- 0.02% |
$2.07K - $2.3K
|
25.3K
$14.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
88+ 2.4% |
$45.5K - $50.5K
|
3.76K
$2.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.14K - $4.59K
|
2.65K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 4.98% |
$40.4K - $44.8K
|
1.64K
$964K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
38+ 1.45% |
$19.7K - $21.8K
|
2.67K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
305+ 2.2% |
$158K - $175K
|
14.2K
$8.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$50.2K - $55.7K
|
406
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-970- 11.88% |
$502K - $557K
|
7.19K
$4.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$319K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20+ 3.36% |
$10.3K - $11.5K
|
615
$360K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 42.77% |
$6.05M - $6.71M
|
15.7K
$9.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44+ 0.46% |
$22.8K - $25.2K
|
9.57K
$5.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.18% |
$517 - $574
|
565
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
869+ 9.05% |
$450K - $499K
|
10.5K
$6.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-111- 1.68% |
$57.4K - $63.7K
|
6.51K
$3.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51- 1.35% |
$26.4K - $29.3K
|
3.71K
$2.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.29K- 15.44% |
$3.25M - $3.61M
|
34.4K
$20.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
4+ 0.18% |
$2.07K - $2.3K
|
2.21K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
414+ 1.15% |
$214K - $238K
|
36.4K
$21.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-613- 1.99% |
$317K - $352K
|
30.2K
$17.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.14K+ 8.08% |
$588K - $652K
|
15.2K
$8.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-8- 1.25% |
$4.14K - $4.59K
|
634
$372K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 3.08% |
$38.3K - $42.5K
|
2.33K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.75KNew |
$904K - $1M
|
1.75K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-719- 1.91% |
$372K - $413K
|
37K
$21.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
124New |
$64.2K - $71.2K
|
124
$72.7K
|