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 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 3.08% |
$38.3K - $42.5K
|
2.33K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
124New |
$64.2K - $71.2K
|
124
$73.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-450- 7.48% |
$233K - $258K
|
5.57K
$3.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
PUT |
12KNew |
$6.21M - $6.89M
|
12K
$7.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
388+ 2.74% |
$201K - $223K
|
14.6K
$8.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
167+ 35.08% |
$86.4K - $95.8K
|
643
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-64- 1.82% |
$33.1K - $36.7K
|
3.46K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19+ 1.8% |
$9.83K - $10.9K
|
1.07K
$637K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.05% |
$517 - $574
|
1.83K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-35- 1.14% |
$18.1K - $20.1K
|
3.03K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
85+ 0.32% |
$44K - $48.8K
|
26.4K
$15.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
590+ 28.04% |
$305K - $339K
|
2.69K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$8.8K - $9.76K
|
9.97K
$5.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-92- 17.97% |
$47.6K - $52.8K
|
420
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-250- 1.87% |
$129K - $143K
|
13.1K
$7.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
53+ 4.02% |
$27.4K - $30.4K
|
1.37K
$816K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.57% |
$1.55K - $1.72K
|
520
$309K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-90- 2.8% |
$46.6K - $51.6K
|
3.12K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-160- 1.76% |
$82.8K - $91.8K
|
8.95K
$5.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.31KNew |
$677K - $751K
|
1.31K
$778K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
525+ 8.24% |
$272K - $301K
|
6.9K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.03KNew |
$532K - $591K
|
1.03K
$612K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
PUT |
800New |
$414K - $459K
|
800
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
132+ 2.15% |
$68.3K - $75.7K
|
6.27K
$3.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.14K+ 12.72% |
$587K - $651K
|
10.1K
$5.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 7.97% |
$10.3K - $11.5K
|
231
$137K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.85% |
$13.5K - $14.9K
|
1.38K
$820K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
421New |
$218K - $242K
|
421
$250K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-32- 11.99% |
$16.6K - $18.4K
|
235
$140K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-190- 1.83% |
$98.3K - $109K
|
10.2K
$6.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.22K+ 8.97% |
$2.18M - $2.42M
|
51.2K
$30.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-11- 0.78% |
$5.69K - $6.31K
|
1.4K
$832K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-17- 2.25% |
$8.8K - $9.76K
|
740
$440K
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-460- 0.94% |
$238K - $264K
|
48.3K
$28.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
210+ 7.96% |
$109K - $121K
|
2.85K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
57+ 14.36% |
$29.5K - $32.7K
|
454
$270K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.13% |
$2.59K - $2.87K
|
3.94K
$2.34M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
74+ 13.07% |
$38.3K - $42.5K
|
640
$381K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
388New |
$201K - $223K
|
388
$231K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
354+ 39.12% |
$183K - $203K
|
1.26K
$749K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16+ 2.54% |
$8.28K - $9.18K
|
647
$385K
|
|
|
Oct 02, 2024
Q3 2024
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-1.41K- 0.19% |
$729K - $809K
|
739K
$440M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 1.91% |
$22.2K - $24.7K
|
2.29K
$1.36M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-9- 0.11% |
$4.66K - $5.16K
|
8.55K
$5.09M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
11+ 0.95% |
$5.69K - $6.31K
|
1.18K
$699K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-28.2K- 45.11% |
$13.9M - $15.4M
|
34.3K
$20.4M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.84KClosed |
$910K - $1.01M
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
PUT |
-20KClosed |
$9.9M - $11M
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-15- 2.05% |
$7.43K - $8.23K
|
717
$426K
|
|