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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-15.6K- 9.48% |
$7.72M - $8.55M
|
149K
$87.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2- 0.1% |
$990 - $1.1K
|
1.98K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 4.13% |
$29.2K - $32.4K
|
1.49K
$871K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
260+ 6.67% |
$129K - $143K
|
4.16K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$1.49K - $1.65K
|
13.4K
$7.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-72- 8.56% |
$35.7K - $39.5K
|
769
$451K
|
|
|
Jul 25, 2024
Q2 2024
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
769+ 16.79% |
$381K - $422K
|
5.35K
$3.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-2.16K- 13.18% |
$1.07M - $1.19M
|
14.3K
$8.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-95- 1.82% |
$47K - $52.1K
|
5.12K
$3M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
446New |
$221K - $245K
|
446
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-970- 29.82% |
$480K - $532K
|
2.28K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 18.73% |
$73.3K - $81.2K
|
642
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
40.8K+ 116.85% |
$20.2M - $22.4M
|
75.6K
$44.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-24- 0.64% |
$11.9K - $13.2K
|
3.75K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$61.4K - $68K
|
124
$72.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-137- 5.84% |
$67.8K - $75.1K
|
2.21K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
860+ 1.29% |
$426K - $472K
|
67.3K
$39.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.24% |
$495 - $548
|
421
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$495 - $548
|
430
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-247- 12.95% |
$122K - $135K
|
1.66K
$973K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 4.14% |
$49.5K - $54.8K
|
2.32K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
125+ 27.96% |
$61.9K - $68.6K
|
572
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.42K- 64.2% |
$701K - $776K
|
789
$462K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-39- 4.69% |
$19.3K - $21.4K
|
793
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16+ 1.55% |
$7.92K - $8.78K
|
1.05K
$613K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.71K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-542- 20.57% |
$268K - $297K
|
2.09K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
800+ 200.0% |
$396K - $439K
|
1.2K
$703K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-217- 2.26% |
$107K - $119K
|
9.39K
$5.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
521New |
$258K - $286K
|
521
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-47.7KClosed |
$23.6M - $26.2M
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
396+ 4.19% |
$196K - $217K
|
9.85K
$5.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-2.05K- 13.24% |
$1.01M - $1.12M
|
13.4K
$7.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-216- 0.82% |
$107K - $118K
|
26K
$15.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3+ 0.16% |
$1.49K - $1.65K
|
1.93K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.83% |
$16.8K - $18.6K
|
4.08K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
114+ 2.3% |
$56.4K - $62.5K
|
5.08K
$2.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5+ 0.2% |
$2.48K - $2.74K
|
2.5K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-285- 2.68% |
$141K - $156K
|
10.3K
$6.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-150- 6.98% |
$74.3K - $82.3K
|
2K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-14- 0.46% |
$6.93K - $7.68K
|
3.04K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21New |
$10.4K - $11.5K
|
21
$12.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
46+ 3.69% |
$22.8K - $25.2K
|
1.29K
$757K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.71% |
$2.48K - $2.74K
|
297
$174K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$634K - $703K
|
1.28K
$751K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
126KNew |
$62.4M - $69.1M
|
126K
$73.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 2.49% |
$2.39M - $2.64M
|
198K
$116M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
PUT |
200+ 4.65% |
$99K - $110K
|
4.5K
$2.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
107+ 1.02% |
$53K - $58.7K
|
10.6K
$6.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
454New |
$225K - $249K
|
454
$266K
|