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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.04K+ 14.67% |
$838K - $972K
|
15.9K
$9.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-28.9K- 8.24% |
$11.9M - $13.8M
|
322K
$189M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.13KNew |
$875K - $1.02M
|
2.13K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
80+ 160.0% |
$32.9K - $38.1K
|
130
$76.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-341- 0.72% |
$140K - $163K
|
47.1K
$27.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
PUT |
57.9KNew |
$23.8M - $27.6M
|
57.9K
$33.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-77- 9.83% |
$31.6K - $36.7K
|
706
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
606New |
$249K - $289K
|
606
$355K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.59KNew |
$1.48M - $1.71M
|
3.59K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Panview Asian Equity Master Fund
Central, K3 |
BUY
|
- |
39KNew |
$16M - $18.6M
|
39K
$22.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.56KNew |
$1.46M - $1.7M
|
3.56K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
2.94KNew |
$1.21M - $1.4M
|
2.94K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-216- 21.16% |
$88.7K - $103K
|
805
$472K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
13New |
$5.34K - $6.2K
|
13
$7.62K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
3.41K+ 535.64% |
$1.4M - $1.63M
|
4.05K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
59+ 0.38% |
$24.2K - $28.1K
|
15.4K
$9.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.36K- 59.47% |
$1.38M - $1.6M
|
2.29K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
CALL |
2.1KNew |
$862K - $1M
|
2.1K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-121- 18.82% |
$49.7K - $57.7K
|
522
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24New |
$9.86K - $11.4K
|
24
$14.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-149- 14.51% |
$61.2K - $71K
|
878
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 1.07% |
$20.5K - $23.8K
|
4.61K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
447New |
$184K - $213K
|
447
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.84K+ 2.69% |
$1.99M - $2.31M
|
185K
$108M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
326+ 6.12% |
$134K - $155K
|
5.65K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
340New |
$140K - $162K
|
340
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 6.33% |
$20.5K - $23.8K
|
840
$492K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
PUT |
7.5KNew |
$3.08M - $3.58M
|
7.5K
$4.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
115+ 2.26% |
$47.2K - $54.8K
|
5.21K
$3.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
CALL |
-1.1K- 34.38% |
$452K - $524K
|
2.1K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-367- 2.9% |
$151K - $175K
|
12.3K
$7.21M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
674New |
$277K - $321K
|
674
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.22K- 25.85% |
$501K - $582K
|
3.5K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
720New |
$296K - $343K
|
720
$422K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
26.6K+ 548.96% |
$10.9M - $12.7M
|
31.4K
$18.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.26K+ 99.21% |
$517K - $600K
|
2.53K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 0.26% |
$71.9K - $83.4K
|
67.7K
$39.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
PUT |
300New |
$123K - $143K
|
300
$176K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
PUT |
-300- 25.0% |
$123K - $143K
|
900
$528K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
19.4KNew |
$7.96M - $9.24M
|
19.4K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
CALL |
-600- 50.0% |
$246K - $286K
|
600
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
3New |
$1.23K - $1.43K
|
3
$1.76K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
999New |
$410K - $476K
|
999
$586K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$666K - $773K
|
1.62K
$950K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
CALL |
3KNew |
$1.23M - $1.43M
|
3K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-35.7K- 98.14% |
$14.7M - $17M
|
675
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-811- 33.08% |
$333K - $387K
|
1.64K
$962K
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
789New |
$324K - $376K
|
789
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
594New |
$244K - $283K
|
594
$348K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
78.9K+ 157.49% |
$32.4M - $37.6M
|
129K
$75.6M
|