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 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-345- 2.37% |
$171K - $189K
|
14.2K
$8.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.9% |
$9.9K - $11K
|
2.21K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
374New |
$185K - $205K
|
374
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.5K- 99.84% |
$4.71M - $5.21M
|
15
$8.79K
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10+ 1.0% |
$4.95K - $5.48K
|
1.01K
$593K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$10.4K - $11.5K
|
7.76K
$4.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.98KNew |
$978K - $1.08M
|
1.98K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.52% |
$5.45K - $6.03K
|
447
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-12- 2.44% |
$5.94K - $6.58K
|
479
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$495 - $548
|
1.09K
$641K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
240+ 6.58% |
$119K - $132K
|
3.89K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
374New |
$185K - $205K
|
374
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3+ 4.29% |
$1.49K - $1.65K
|
73
$42.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
346New |
$171K - $190K
|
346
$203K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.62K+ 2.55% |
$802K - $888K
|
65K
$38.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
SELL
|
- |
-195- 18.86% |
$96.6K - $107K
|
839
$492K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.79% |
$19.8K - $21.9K
|
2.27K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-29- 0.66% |
$14.4K - $15.9K
|
4.38K
$2.57M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
176+ 17.15% |
$87.1K - $96.5K
|
1.2K
$704K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
50+ 2.33% |
$24.8K - $27.4K
|
2.2K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-7- 1.31% |
$3.47K - $3.84K
|
528
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-785- 23.05% |
$389K - $431K
|
2.62K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7New |
$3.47K - $3.84K
|
7
$4.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-46- 2.67% |
$22.8K - $25.2K
|
1.68K
$982K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.22% |
$495 - $548
|
451
$264K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-578- 68.16% |
$286K - $317K
|
270
$158K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
211+ 5.81% |
$104K - $116K
|
3.85K
$2.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 2.5% |
$7.43K - $8.23K
|
615
$360K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23- 0.76% |
$11.4K - $12.6K
|
3K
$1.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40- 50.63% |
$19.8K - $21.9K
|
39
$22.9K
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
19+ 4.87% |
$9.41K - $10.4K
|
409
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-779- 66.24% |
$386K - $427K
|
397
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-13- 2.24% |
$6.44K - $7.13K
|
567
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
11KNew |
$5.45M - $6.03M
|
11K
$6.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.64% |
$4.95K - $5.48K
|
1.56K
$915K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 15.66% |
$1.4M - $1.55M
|
20.9K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
48+ 3.6% |
$23.8K - $26.3K
|
1.38K
$810K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-233- 5.07% |
$115K - $128K
|
4.36K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 5.62% |
$4.95K - $5.48K
|
168
$98.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
29.6K+ 1267.01% |
$14.7M - $16.2M
|
31.9K
$18.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
29+ 2.23% |
$14.4K - $15.9K
|
1.33K
$780K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
489New |
$242K - $268K
|
489
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
460+ 16.73% |
$228K - $252K
|
3.21K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 1.78% |
$4.95K - $5.48K
|
551
$323K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-770- 26.63% |
$381K - $422K
|
2.12K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 0.7% |
$76.7K - $85K
|
22.4K
$13.1M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$495 - $548
|
951
$557K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
20+ 1.54% |
$9.9K - $11K
|
1.32K
$774K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6- 0.3% |
$2.97K - $3.29K
|
1.99K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
351+ 5.12% |
$174K - $193K
|
7.21K
$4.22M
|