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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
6.25KNew |
$2.92M - $3.27M
|
6.25K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-36- 6.36% |
$16.8K - $18.8K
|
530
$311K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
700New |
$327K - $366K
|
700
$410K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4.81K+ 3.6% |
$2.25M - $2.51M
|
138K
$81.2M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
SELL
|
- |
-16- 2.01% |
$7.48K - $8.37K
|
781
$458K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-3.67K- 69.14% |
$1.71M - $1.92M
|
1.64K
$959K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.42% |
$467 - $523
|
241
$141K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
965New |
$451K - $505K
|
965
$566K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$35K - $39.2K
|
75
$44K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-90- 3.96% |
$42.1K - $47.1K
|
2.18K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
34K+ 6802.0% |
$15.9M - $17.8M
|
34.5K
$20.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
297+ 1.19% |
$139K - $155K
|
25.2K
$14.8M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
13.6KNew |
$6.36M - $7.12M
|
13.6K
$7.97M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
PUT |
-6.2K- 51.67% |
$2.9M - $3.24M
|
5.8K
$3.4M
|
|
|
May 07, 2024
Q1 2024
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
81.9KNew |
$38.3M - $42.8M
|
81.9K
$48M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$500K - $560K
|
7.29K
$4.27M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
PUT |
10K+ 95.24% |
$4.67M - $5.23M
|
20.5K
$12M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
PUT |
49.4KNew |
$23.1M - $25.8M
|
49.4K
$29M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
63New |
$29.4K - $33K
|
63
$36.9K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
31.4KNew |
$14.7M - $16.4M
|
31.4K
$18.4M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
PUT |
500+ 3.88% |
$234K - $262K
|
13.4K
$7.86M
|
|
|
May 06, 2024
Q1 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
1.69KNew |
$790K - $884K
|
1.69K
$991K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
PUT |
-300- 4.0% |
$140K - $157K
|
7.2K
$4.22M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.4K- 67.28% |
$654K - $732K
|
681
$399K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
615New |
$287K - $322K
|
615
$361K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 1.42% |
$2.34K - $2.62K
|
357
$209K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.67KNew |
$2.18M - $2.44M
|
4.67K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.43K- 72.3% |
$666K - $746K
|
546
$320K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8+ 0.41% |
$3.74K - $4.19K
|
1.95K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-940- 92.07% |
$439K - $492K
|
81
$47.5K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-169- 1.53% |
$79K - $88.4K
|
10.9K
$6.4M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
PUT |
5.2K+ 108.33% |
$2.43M - $2.72M
|
10K
$5.86M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
721New |
$337K - $377K
|
721
$423K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.37KNew |
$1.11M - $1.24M
|
2.37K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-40- 0.8% |
$18.7K - $20.9K
|
4.93K
$2.89M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-50K- 66.67% |
$23.4M - $26.2M
|
25K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
25KNew |
$11.7M - $13.1M
|
25K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-44- 10.65% |
$20.6K - $23K
|
369
$216K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
20KNew |
$9.35M - $10.5M
|
20K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.95K- 83.1% |
$912K - $1.02M
|
397
$233K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
PUT |
93.2KNew |
$43.6M - $48.8M
|
93.2K
$54.6M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
305New |
$143K - $160K
|
305
$179K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-12- 0.18% |
$5.61K - $6.28K
|
6.7K
$3.93M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
3+ 0.54% |
$1.4K - $1.57K
|
559
$328K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
300New |
$140K - $157K
|
300
$176K
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-355- 13.62% |
$166K - $186K
|
2.25K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.5KNew |
$1.17M - $1.31M
|
2.5K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
60+ 9.13% |
$28K - $31.4K
|
717
$420K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.61K+ 1.13% |
$751K - $841K
|
144K
$84.3M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
330New |
$154K - $173K
|
330
$193K
|