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 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
177+ 7.82% |
$87.6K - $97.1K
|
2.44K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
PUT |
-20M- 99.99% |
$9.9B - $11B
|
2K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
7+ 0.92% |
$3.47K - $3.84K
|
764
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
13+ 1.65% |
$6.44K - $7.13K
|
801
$470K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
403New |
$200K - $221K
|
403
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 1.4% |
$4.95K - $5.48K
|
705
$413K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
595+ 9.4% |
$295K - $326K
|
6.92K
$4.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 3.63% |
$14.9K - $16.5K
|
856
$502K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-250- 80.39% |
$124K - $137K
|
61
$35.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$11.4K - $12.6K
|
1.9K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.52% |
$8.91K - $9.87K
|
1.16K
$682K
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-31- 0.67% |
$15.3K - $17K
|
4.62K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.24K+ 23.65% |
$2.1M - $2.32M
|
22.1K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106- 15.01% |
$52.5K - $58.1K
|
600
$352K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
367+ 66.49% |
$182K - $201K
|
919
$539K
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
379New |
$188K - $208K
|
379
$222K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$495 - $548
|
349
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-204- 2.01% |
$101K - $112K
|
9.97K
$5.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28+ 6.47% |
$13.9K - $15.4K
|
461
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 1.76% |
$4.95K - $5.48K
|
557
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
266+ 16.77% |
$132K - $146K
|
1.85K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-127- 3.43% |
$62.9K - $69.7K
|
3.58K
$2.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-38- 0.59% |
$18.8K - $20.8K
|
6.43K
$3.77M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
437New |
$216K - $240K
|
437
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-6- 0.01% |
$2.97K - $3.29K
|
46.4K
$27.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.54% |
$3.47K - $3.84K
|
1.3K
$760K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-97- 29.94% |
$48K - $53.2K
|
227
$133K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
781+ 34.25% |
$387K - $428K
|
3.06K
$1.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
397New |
$197K - $218K
|
397
$233K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-48- 0.39% |
$23.8K - $26.3K
|
12.3K
$7.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
15+ 1.22% |
$7.43K - $8.23K
|
1.24K
$729K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-807- 48.64% |
$400K - $443K
|
852
$500K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
176+ 3.29% |
$87.1K - $96.5K
|
5.52K
$3.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 27.0% |
$71.8K - $79.5K
|
682
$400K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
PUT |
4.9KNew |
$2.43M - $2.69M
|
4.9K
$2.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.42K+ 9.64% |
$702K - $778K
|
16.1K
$9.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
1K
$588K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.22% |
$4.46K - $4.94K
|
4.04K
$2.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
415New |
$205K - $228K
|
415
$243K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
402New |
$199K - $220K
|
402
$236K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
118New |
$58.4K - $64.7K
|
118
$69.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.5K+ 2.39% |
$743K - $823K
|
64.2K
$37.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
PUT |
-14.5K- 3.9% |
$7.18M - $7.95M
|
357K
$209M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 2.88% |
$9.41K - $10.4K
|
640
$375K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-688- 1.19% |
$341K - $377K
|
57K
$33.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-30- 1.43% |
$14.9K - $16.5K
|
2.07K
$1.21M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
399New |
$198K - $219K
|
399
$234K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 16.08% |
$1.12M - $1.26M
|
12.5K
$7.35M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
787New |
$368K - $412K
|
787
$461K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
37+ 0.19% |
$17.3K - $19.4K
|
19.1K
$11.2M
|
|