Latest Institutional Sells of Spdr S&P 500 ETF Trust (SPY)
This list provides information on the latest institutional transactions involving Spdr S&P 500 ETF Trust (SPY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-216- 0.82% |
$107K - $118K
|
26K
$15.7M
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-210- 3.71% |
$104K - $115K
|
5.45K
$3.29M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-206- 2.65% |
$102K - $113K
|
7.56K
$4.57M
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-204- 6.48% |
$101K - $112K
|
2.94K
$1.78M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-204- 2.01% |
$101K - $112K
|
9.97K
$6.02M
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
SELL
|
- |
-195- 18.86% |
$96.6K - $107K
|
839
$507K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-183- 8.71% |
$90.6K - $100K
|
1.92K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-154- 4.33% |
$76.3K - $84.5K
|
3.4K
$2.06M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-150- 6.98% |
$74.3K - $82.3K
|
2K
$1.21M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 18.73% |
$73.3K - $81.2K
|
642
$388K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-137- 5.84% |
$67.8K - $75.1K
|
2.21K
$1.33M
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-134- 1.57% |
$66.4K - $73.5K
|
8.42K
$5.09M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-127- 3.43% |
$62.9K - $69.7K
|
3.58K
$2.16M
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-126- 8.58% |
$62.4K - $69.1K
|
1.34K
$812K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-125- 12.94% |
$61.9K - $68.6K
|
841
$508K
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-118- 9.63% |
$58.4K - $64.7K
|
1.11K
$669K
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-113- 0.94% |
$56K - $62K
|
11.9K
$7.21M
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106- 15.01% |
$52.5K - $58.1K
|
600
$363K
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-105- 9.08% |
$52K - $57.6K
|
1.05K
$636K
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-103- 13.19% |
$51K - $56.5K
|
678
$410K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-102- 8.06% |
$50.5K - $55.9K
|
1.16K
$703K
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-100- 6.66% |
$49.5K - $54.8K
|
1.4K
$847K
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 6.06% |
$49.5K - $54.8K
|
1.55K
$937K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
PUT |
-100- 50.0% |
$49.5K - $54.8K
|
100
$60.4K
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 4.14% |
$49.5K - $54.8K
|
2.32K
$1.4M
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-97- 29.94% |
$48K - $53.2K
|
227
$137K
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-95- 1.82% |
$47K - $52.1K
|
5.12K
$3.09M
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-93- 4.19% |
$46K - $51K
|
2.13K
$1.28M
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-85- 6.89% |
$42.1K - $46.6K
|
1.15K
$694K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-75- 6.86% |
$37.1K - $41.1K
|
1.02K
$616K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-72- 38.5% |
$35.7K - $39.5K
|
115
$69.5K
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-72- 8.56% |
$35.7K - $39.5K
|
769
$465K
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-70- 9.68% |
$34.7K - $38.4K
|
653
$395K
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-58- 2.97% |
$28.7K - $31.8K
|
1.9K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-55- 6.43% |
$27.2K - $30.2K
|
800
$483K
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-50- 6.05% |
$24.8K - $27.4K
|
777
$470K
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-48- 1.14% |
$23.8K - $26.3K
|
4.16K
$2.52M
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-48- 9.52% |
$23.8K - $26.3K
|
456
$276K
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-48- 0.39% |
$23.8K - $26.3K
|
12.3K
$7.46M
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-46- 2.67% |
$22.8K - $25.2K
|
1.68K
$1.01M
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-44- 2.79% |
$21.8K - $24.1K
|
1.53K
$926K
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-43- 4.37% |
$21.3K - $23.6K
|
940
$568K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-40- 0.64% |
$19.8K - $21.9K
|
6.16K
$3.72M
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40- 50.63% |
$19.8K - $21.9K
|
39
$23.6K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-39- 4.69% |
$19.3K - $21.4K
|
793
$479K
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-38- 0.59% |
$18.8K - $20.8K
|
6.43K
$3.88M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-37- 1.39% |
$18.3K - $20.3K
|
2.63K
$1.59M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.83% |
$16.8K - $18.6K
|
4.08K
$2.46M
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-31- 0.67% |
$15.3K - $17K
|
4.62K
$2.79M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30- 0.82% |
$14.9K - $16.5K
|
3.61K
$2.18M
|