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 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-102- 9.83% |
$52.8K - $58.5K
|
936
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$655K - $727K
|
1.27K
$753K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.39K+ 36.35% |
$718K - $796K
|
5.2K
$3.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$814K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
678New |
$351K - $389K
|
678
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
CALL |
8.8KNew |
$4.55M - $5.05M
|
8.8K
$5.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
482New |
$249K - $277K
|
482
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
37+ 3.08% |
$19.1K - $21.2K
|
1.24K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-76- 2.56% |
$39.3K - $43.6K
|
2.89K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-140- 15.3% |
$72.4K - $80.3K
|
775
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.63KNew |
$844K - $936K
|
1.63K
$970K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
771+ 89.55% |
$399K - $442K
|
1.63K
$970K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-62- 2.97% |
$32.1K - $35.6K
|
2.02K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25KNew |
$12.9M - $14.3M
|
25K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-380- 0.81% |
$197K - $218K
|
46.3K
$27.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
CALL |
2.7KNew |
$1.4M - $1.55M
|
2.7K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8+ 0.18% |
$4.14K - $4.59K
|
4.46K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
600New |
$310K - $344K
|
600
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-82- 2.34% |
$42.4K - $47.1K
|
3.42K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-437- 53.49% |
$226K - $251K
|
380
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-23K- 94.06% |
$11.9M - $13.2M
|
1.45K
$864K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
387New |
$200K - $222K
|
387
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
13+ 0.61% |
$6.73K - $7.46K
|
2.13K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-132- 2.67% |
$68.3K - $75.7K
|
4.81K
$2.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-7- 0.78% |
$3.62K - $4.02K
|
885
$526K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-256- 36.21% |
$132K - $147K
|
451
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 9.25% |
$27.4K - $30.4K
|
626
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-285- 0.36% |
$147K - $164K
|
79.6K
$47.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.04% |
$517 - $574
|
2.31K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-103- 2.79% |
$53.3K - $59.1K
|
3.59K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
17+ 0.26% |
$8.8K - $9.76K
|
6.6K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22+ 5.21% |
$11.4K - $12.6K
|
444
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-10.2K- 99.98% |
$5.28M - $5.85M
|
2
$1.19K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.2K+ 1.39% |
$17.7M - $19.6M
|
2.5M
$1.49B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
45.4K+ 582.05% |
$23.5M - $26.1M
|
53.2K
$31.6M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-32- 7.96% |
$16.6K - $18.4K
|
370
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-45- 1.11% |
$23.3K - $25.8K
|
4.01K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 7.11% |
$9.31K - $10.3K
|
271
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49K+ 2.39% |
$25.3M - $28.1M
|
2.1M
$1.25B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
46.8K+ 94.35% |
$24.2M - $26.9M
|
96.4K
$57.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-258- 27.1% |
$133K - $148K
|
694
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
956New |
$495K - $549K
|
956
$568K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$1.23M - $1.37M
|
2.38K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-80- 14.04% |
$41.4K - $45.9K
|
490
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.37% |
$517 - $574
|
269
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
409+ 52.91% |
$212K - $235K
|
1.18K
$703K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
CALL |
1.7KNew |
$880K - $976K
|
1.7K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
1.31K+ 27.55% |
$676K - $749K
|
6.05K
$3.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 21.99% |
$54.8K - $60.8K
|
588
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
94+ 8.11% |
$48.6K - $53.9K
|
1.25K
$745K
|