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 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16+ 1.55% |
$7.92K - $8.78K
|
1.05K
$606K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
800+ 200.0% |
$396K - $439K
|
1.2K
$695K
|
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-47.7KClosed |
$23.6M - $26.2M
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.83% |
$16.8K - $18.6K
|
4.08K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-150- 6.98% |
$74.3K - $82.3K
|
2K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21New |
$10.4K - $11.5K
|
21
$12.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
126KNew |
$62.4M - $69.1M
|
126K
$73M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
107+ 1.02% |
$53K - $58.7K
|
10.6K
$6.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
374New |
$185K - $205K
|
374
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.98KNew |
$978K - $1.08M
|
1.98K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$495 - $548
|
1.09K
$634K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
374New |
$185K - $205K
|
374
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
SELL
|
- |
-195- 18.86% |
$96.6K - $107K
|
839
$486K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7New |
$3.47K - $3.84K
|
7
$4.05K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-578- 68.16% |
$286K - $317K
|
270
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40- 50.63% |
$19.8K - $21.9K
|
39
$22.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-13- 2.24% |
$6.44K - $7.13K
|
567
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
11KNew |
$5.45M - $6.03M
|
11K
$6.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 15.66% |
$1.4M - $1.55M
|
20.9K
$12.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
489New |
$242K - $268K
|
489
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 1.78% |
$4.95K - $5.48K
|
551
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6- 0.3% |
$2.97K - $3.29K
|
1.99K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
177+ 7.82% |
$87.6K - $97.1K
|
2.44K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
PUT |
-20M- 99.99% |
$9.9B - $11B
|
2K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-250- 80.39% |
$124K - $137K
|
61
$35.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.24K+ 23.65% |
$2.1M - $2.32M
|
22.1K
$12.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106- 15.01% |
$52.5K - $58.1K
|
600
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
379New |
$188K - $208K
|
379
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28+ 6.47% |
$13.9K - $15.4K
|
461
$267K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
437New |
$216K - $240K
|
437
$253K
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
397New |
$197K - $218K
|
397
$230K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-807- 48.64% |
$400K - $443K
|
852
$493K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 27.0% |
$71.8K - $79.5K
|
682
$395K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
PUT |
4.9KNew |
$2.43M - $2.69M
|
4.9K
$2.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
1K
$581K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
415New |
$205K - $228K
|
415
$240K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
118New |
$58.4K - $64.7K
|
118
$68.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.5K+ 2.39% |
$743K - $823K
|
64.2K
$37.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
PUT |
-14.5K- 3.9% |
$7.18M - $7.95M
|
357K
$207M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
PUT |
400+ 20.0% |
$187K - $209K
|
2.4K
$1.39M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
787New |
$368K - $412K
|
787
$456K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
278+ 50.0% |
$130K - $145K
|
834
$483K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
46.9KNew |
$21.9M - $24.5M
|
46.9K
$27.2M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2.53K+ 5.71% |
$1.18M - $1.33M
|
46.9K
$27.2M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
593+ 10.57% |
$277K - $310K
|
6.2K
$3.59M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-207- 24.94% |
$96.7K - $108K
|
623
$361K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.53K- 17.03% |
$2.12M - $2.37M
|
22.1K
$12.8M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
PUT |
-8.5K- 82.52% |
$3.97M - $4.45M
|
1.8K
$1.04M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
141+ 13.89% |
$65.9K - $73.8K
|
1.16K
$669K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-36- 97.3% |
$16.8K - $18.8K
|
1
$579
|
|