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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-258- 27.1% |
$133K - $148K
|
694
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$1.23M - $1.37M
|
2.38K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.37% |
$517 - $574
|
269
$156K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
409+ 52.91% |
$212K - $235K
|
1.18K
$685K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
CALL |
1.7KNew |
$880K - $976K
|
1.7K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 21.99% |
$54.8K - $60.8K
|
588
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
350New |
$181K - $201K
|
350
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
361New |
$187K - $207K
|
361
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-337- 13.6% |
$174K - $193K
|
2.14K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9- 0.77% |
$4.66K - $5.16K
|
1.16K
$670K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$517 - $574
|
3.32K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
25+ 6.0% |
$12.9K - $14.3K
|
442
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-56- 11.86% |
$29K - $32.1K
|
416
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.9% |
$2.59K - $2.87K
|
558
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
CALL |
-200- 3.7% |
$103K - $115K
|
5.2K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-43- 7.71% |
$22.2K - $24.7K
|
515
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
362New |
$187K - $208K
|
362
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.2K- 5.08% |
$618K - $686K
|
22.3K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-498- 1.98% |
$258K - $286K
|
24.7K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-100- 1.58% |
$51.7K - $57.4K
|
6.23K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
500New |
$259K - $287K
|
500
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-197- 22.77% |
$102K - $113K
|
668
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3+ 0.52% |
$1.55K - $1.72K
|
578
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
605New |
$313K - $347K
|
605
$350K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
PUT |
10.9KNew |
$5.64M - $6.26M
|
10.9K
$6.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 1.35% |
$15.5K - $17.2K
|
2.25K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
1.5KNew |
$776K - $861K
|
1.5K
$869K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-895- 14.26% |
$463K - $514K
|
5.38K
$3.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
169+ 91.85% |
$87.4K - $97K
|
353
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$22K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
4+ 0.57% |
$2.07K - $2.3K
|
710
$411K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.95KNew |
$1.01M - $1.12M
|
1.95K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 4.1% |
$38.8K - $43K
|
1.75K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$50.2K - $55.7K
|
406
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$316K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 3.08% |
$38.3K - $42.5K
|
2.33K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
167+ 35.08% |
$86.4K - $95.8K
|
643
$372K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-64- 1.82% |
$33.1K - $36.7K
|
3.46K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
85+ 0.32% |
$44K - $48.8K
|
26.4K
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
53+ 4.02% |
$27.4K - $30.4K
|
1.37K
$795K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.57% |
$1.55K - $1.72K
|
520
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
525+ 8.24% |
$272K - $301K
|
6.9K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.03KNew |
$532K - $591K
|
1.03K
$596K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
132+ 2.15% |
$68.3K - $75.7K
|
6.27K
$3.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.85% |
$13.5K - $14.9K
|
1.38K
$799K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-32- 11.99% |
$16.6K - $18.4K
|
235
$136K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-190- 1.83% |
$98.3K - $109K
|
10.2K
$5.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-11- 0.78% |
$5.69K - $6.31K
|
1.4K
$811K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-17- 2.25% |
$8.8K - $9.76K
|
740
$429K
|