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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
PUT |
-6.2K- 51.67% |
$2.9M - $3.24M
|
5.8K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
PUT |
-5.5K- 84.62% |
$2.57M - $2.88M
|
1K
$624K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.53K- 17.03% |
$2.12M - $2.37M
|
22.1K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.01K- 3.17% |
$1.87M - $2.1M
|
122K
$76.3M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-3.67K- 69.14% |
$1.71M - $1.92M
|
1.64K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.37K- 0.9% |
$1.58M - $1.76M
|
372K
$232M
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-2.9K- 12.06% |
$1.36M - $1.52M
|
21.1K
$13.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.3K- 54.82% |
$1.07M - $1.2M
|
1.89K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.16K- 82.5% |
$1.01M - $1.13M
|
458
$286K
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.95K- 83.1% |
$912K - $1.02M
|
397
$248K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
PUT |
-1.7K- 39.53% |
$794K - $889K
|
2.6K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.48K- 27.47% |
$692K - $775K
|
3.91K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.4K- 67.28% |
$654K - $732K
|
681
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.38K- 22.94% |
$645K - $722K
|
4.64K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-941- 1.68% |
$440K - $492K
|
55.1K
$34.4M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-940- 92.07% |
$439K - $492K
|
81
$50.5K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-780- 45.96% |
$364K - $408K
|
917
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-735- 0.64% |
$343K - $385K
|
113K
$70.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-632- 4.41% |
$295K - $331K
|
13.7K
$8.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-605- 3.47% |
$283K - $317K
|
16.9K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-548- 9.91% |
$256K - $287K
|
4.98K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-529- 13.78% |
$247K - $277K
|
3.31K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-514- 0.99% |
$240K - $269K
|
51.5K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-436Closed |
$204K - $228K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-400- 44.44% |
$187K - $209K
|
500
$312K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-380- 26.55% |
$178K - $199K
|
1.05K
$656K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-357- 47.04% |
$167K - $187K
|
402
$251K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-229- 15.31% |
$107K - $120K
|
1.27K
$791K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-207- 24.94% |
$96.7K - $108K
|
623
$389K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-138- 18.09% |
$64.5K - $72.2K
|
625
$390K
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-135- 6.39% |
$63.1K - $70.6K
|
1.98K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-125- 21.93% |
$58.4K - $65.4K
|
445
$278K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-110- 1.88% |
$51.4K - $57.5K
|
5.74K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-106- 4.47% |
$49.5K - $55.5K
|
2.27K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-95- 8.05% |
$44.4K - $49.7K
|
1.09K
$677K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-90- 3.96% |
$42.1K - $47.1K
|
2.18K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 3.79% |
$35K - $39.2K
|
1.9K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.61% |
$30.8K - $34.5K
|
4.03K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-62- 0.69% |
$29K - $32.4K
|
8.93K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-57- 6.55% |
$26.6K - $29.8K
|
813
$507K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-56- 15.95% |
$26.2K - $29.3K
|
295
$184K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-53- 3.1% |
$24.8K - $27.7K
|
1.66K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-41- 1.91% |
$19.2K - $21.4K
|
2.11K
$1.31M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-36- 97.3% |
$16.8K - $18.8K
|
1
$624
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-31- 0.54% |
$14.5K - $16.2K
|
5.7K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-25- 5.88% |
$11.7K - $13.1K
|
400
$250K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-10- 1.83% |
$4.67K - $5.23K
|
535
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3- 0.65% |
$1.4K - $1.57K
|
459
$286K
|
|
| Q4 2023 | |||||||
|
May 15, 2025
Q4 2023
|
Clear Street LLC
|
SELL
|
PUT |
-500K- 16.67% |
$205M - $238M
|
2.5M
$1.56B
|
|