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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9+ 0.05% |
$4.46K - $4.94K
|
16.6K
$9.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
983+ 69.96% |
$487K - $539K
|
2.39K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
491+ 16.0% |
$243K - $269K
|
3.56K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 3.16% |
$15.3K - $17K
|
1.01K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-816- 17.58% |
$404K - $448K
|
3.83K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
579+ 399.31% |
$287K - $318K
|
724
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
23+ 5.96% |
$11.4K - $12.6K
|
409
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Spider Management Company, LLC
Richmond, VA |
SELL
|
- |
-10.6K- 5.25% |
$5.24M - $5.8M
|
191K
$112M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$990 - $1.1K
|
1.16K
$681K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
204+ 16.11% |
$101K - $112K
|
1.47K
$862K
|
|
|
Jul 31, 2024
Q2 2024
|
New Gen Asset Management LTD
|
BUY
|
PUT |
45K+ 81.82% |
$22.3M - $24.7M
|
100K
$58.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-93- 4.19% |
$46K - $51K
|
2.13K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-183- 8.71% |
$90.6K - $100K
|
1.92K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-744- 50.03% |
$368K - $408K
|
743
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.9K+ 71.69% |
$18.7M - $20.8M
|
90.7K
$53.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.78K+ 765.52% |
$879K - $974K
|
2.01K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
472New |
$234K - $259K
|
472
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
CALL |
-35.4K- 29.38% |
$17.5M - $19.4M
|
85.1K
$49.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-134- 1.57% |
$66.4K - $73.5K
|
8.42K
$4.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
842New |
$417K - $462K
|
842
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-15- 0.61% |
$7.43K - $8.23K
|
2.46K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
124+ 9.13% |
$61.4K - $68K
|
1.48K
$869K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 4.31% |
$115K - $128K
|
5.17K
$3.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.09K+ 22.15% |
$1.03M - $1.15M
|
11.5K
$6.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-994- 7.16% |
$492K - $545K
|
12.9K
$7.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$4.46K - $4.94K
|
880
$516K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5- 0.89% |
$2.48K - $2.74K
|
556
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
41+ 2.34% |
$20.3K - $22.5K
|
1.79K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4.6K+ 9.58% |
$2.28M - $2.52M
|
52.6K
$30.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Eos Management, L.P.
|
SELL
|
- |
-3.75K- 2.68% |
$1.86M - $2.06M
|
136K
$80M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
182K+ 1402446.12% |
$90.3M - $100M
|
182K
$107M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
282+ 71.76% |
$140K - $155K
|
675
$396K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
477New |
$236K - $262K
|
477
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
504New |
$250K - $276K
|
504
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-85- 6.89% |
$42.1K - $46.6K
|
1.15K
$673K
|
|
|
Jul 29, 2024
Q2 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.16KNew |
$1.07M - $1.18M
|
2.16K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
430+ 8.98% |
$213K - $236K
|
5.22K
$3.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Qvr LLC
|
SELL
|
- |
-875K- 82.26% |
$433M - $480M
|
189K
$111M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.26% |
$3.47K - $3.84K
|
2.65K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19.3K+ 18.36% |
$9.56M - $10.6M
|
124K
$72.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
PUT |
-60K- 54.55% |
$29.7M - $32.9M
|
50K
$29.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.41% |
$2.48K - $2.74K
|
1.21K
$710K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-52.6K- 97.23% |
$26.1M - $28.9M
|
1.5K
$879K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
7+ 3.83% |
$3.47K - $3.84K
|
190
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-48- 9.52% |
$23.8K - $26.3K
|
456
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
PUT |
2KNew |
$990K - $1.1M
|
2K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-7- 0.35% |
$3.47K - $3.84K
|
1.99K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
590+ 6.01% |
$292K - $324K
|
10.4K
$6.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-100K- 50.0% |
$49.5M - $54.8M
|
100K
$58.6M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-231- 1.9% |
$114K - $127K
|
11.9K
$6.99M
|