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 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-3.51K- 41.61% |
$1.82M - $2.02M
|
4.93K
$2.89M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
388New |
$201K - $223K
|
388
$227K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
354+ 39.12% |
$183K - $203K
|
1.26K
$738K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
145+ 2.3% |
$75K - $83.2K
|
6.45K
$3.78M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-62- 0.63% |
$32.1K - $35.6K
|
9.85K
$5.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.06% |
$732K - $812K
|
132K
$77.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
250+ 0.63% |
$129K - $143K
|
39.9K
$23.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.13% |
$517 - $574
|
742
$435K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.6K- 55.01% |
$5.51M - $6.11M
|
8.71K
$5.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16+ 2.54% |
$8.28K - $9.18K
|
647
$379K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
115+ 0.37% |
$59.5K - $66K
|
31.5K
$18.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-1.41K- 0.19% |
$729K - $809K
|
739K
$433M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
40+ 1.06% |
$20.7K - $23K
|
3.83K
$2.24M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.03K- 6.38% |
$3.12M - $3.46M
|
88.5K
$51.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
151+ 29.84% |
$78.1K - $86.7K
|
657
$385K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
355+ 21.57% |
$184K - $204K
|
2K
$1.17M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 1.91% |
$22.2K - $24.7K
|
2.29K
$1.34M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.87K- 7.46% |
$968K - $1.07M
|
23.2K
$13.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
71+ 1.19% |
$36.7K - $40.7K
|
6.06K
$3.55M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-9- 0.11% |
$4.66K - $5.16K
|
8.55K
$5.01M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
11+ 0.95% |
$5.69K - $6.31K
|
1.18K
$689K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.81K- 3.54% |
$1.89M - $2.09M
|
104K
$60.8M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
109KNew |
$53.8M - $59.6M
|
109K
$63.7M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.99K- 2.5% |
$1.98M - $2.19M
|
155K
$91.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.45K+ 68.91% |
$1.71M - $1.89M
|
8.45K
$4.95M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-204- 6.48% |
$101K - $112K
|
2.94K
$1.73M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
884+ 15.09% |
$438K - $485K
|
6.74K
$3.95M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1- 0.12% |
$495 - $548
|
830
$486K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1- 0.19% |
$495 - $548
|
528
$309K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
223K+ 57.64% |
$111M - $123M
|
611K
$358M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
10.1M+ 22.05% |
$4.99B - $5.53B
|
55.8M
$32.7B
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.44K+ 20.23% |
$2.2M - $2.43M
|
26.4K
$15.5M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
430New |
$213K - $236K
|
430
$252K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-43- 4.37% |
$21.3K - $23.6K
|
940
$551K
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
211+ 68.73% |
$104K - $116K
|
518
$304K
|
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
33.7K+ 78.01% |
$16.7M - $18.5M
|
76.9K
$45.1M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-14- 0.92% |
$6.93K - $7.68K
|
1.5K
$880K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
527New |
$261K - $289K
|
527
$309K
|
|
|
Aug 30, 2024
Q2 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
PUT |
15KNew |
$7.43M - $8.23M
|
15K
$8.79M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.18K
$1.28M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
949New |
$470K - $521K
|
949
$556K
|
|
|
Aug 29, 2024
Q2 2024
|
Cowen Investment Management LLC
New York, NY |
SELL
|
PUT |
-45KClosed |
$22.3M - $24.7M
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
795+ 76.15% |
$394K - $436K
|
1.84K
$1.08M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
46+ 2.64% |
$22.8K - $25.2K
|
1.79K
$1.05M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$1.09M - $1.21M
|
2.2K
$1.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
612New |
$303K - $336K
|
612
$359K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-8.09K- 97.56% |
$4.01M - $4.44M
|
202
$118K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
245New |
$121K - $134K
|
245
$144K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-113- 0.94% |
$56K - $62K
|
11.9K
$7M
|
|
|
Aug 15, 2024
Q2 2024
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
BUY
|
- |
43.6KNew |
$21.6M - $23.9M
|
43.6K
$25.6M
|
|