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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
8+ 1.31% |
$4.14K - $4.59K
|
618
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-744- 1.32% |
$385K - $427K
|
55.5K
$36.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-83- 83.0% |
$42.9K - $47.6K
|
17
$11.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
30.3K+ 228.82% |
$15.7M - $17.4M
|
43.5K
$29M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
120New |
$62.1K - $68.9K
|
120
$79.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
19.4KNew |
$10M - $11.1M
|
19.4K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-36- 4.4% |
$18.6K - $20.7K
|
783
$521K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7+ 0.57% |
$3.62K - $4.02K
|
1.23K
$819K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-373- 3.22% |
$193K - $214K
|
11.2K
$7.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-400- 6.21% |
$207K - $230K
|
6.05K
$4.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.41K- 44.56% |
$731K - $810K
|
1.76K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-59- 12.11% |
$30.5K - $33.9K
|
428
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$1.33M - $1.47M
|
2.57K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 2.77% |
$10.3K - $11.5K
|
702
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.45KNew |
$1.79M - $1.98M
|
3.45K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-20.6K- 77.44% |
$10.7M - $11.8M
|
6K
$3.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$517 - $574
|
449
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
PUT |
18KNew |
$9.31M - $10.3M
|
18K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1- 0.02% |
$517 - $574
|
4.63K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
PUT |
-7.3K- 97.33% |
$3.78M - $4.19M
|
200
$133K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
183+ 12.4% |
$94.7K - $105K
|
1.66K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-40- 11.43% |
$20.7K - $23K
|
310
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
PUT |
-3.77K- 22.67% |
$1.95M - $2.16M
|
12.9K
$8.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-23- 4.38% |
$11.9K - $13.2K
|
502
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-102- 9.83% |
$52.8K - $58.5K
|
936
$623K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$655K - $727K
|
1.27K
$843K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
678New |
$351K - $389K
|
678
$451K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25KNew |
$12.9M - $14.3M
|
25K
$16.6M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
CALL |
2.7KNew |
$1.4M - $1.55M
|
2.7K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
600New |
$310K - $344K
|
600
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-23K- 94.06% |
$11.9M - $13.2M
|
1.45K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
387New |
$200K - $222K
|
387
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 9.25% |
$27.4K - $30.4K
|
626
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-285- 0.36% |
$147K - $164K
|
79.6K
$53M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.04% |
$517 - $574
|
2.31K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
17+ 0.26% |
$8.8K - $9.76K
|
6.6K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.2K+ 1.39% |
$17.7M - $19.6M
|
2.5M
$1.66B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
45.4K+ 582.05% |
$23.5M - $26.1M
|
53.2K
$35.4M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-32- 7.96% |
$16.6K - $18.4K
|
370
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49K+ 2.39% |
$25.3M - $28.1M
|
2.1M
$1.39B
|
|
|
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
$64.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-258- 27.1% |
$133K - $148K
|
694
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$1.23M - $1.37M
|
2.38K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
409+ 52.91% |
$212K - $235K
|
1.18K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
CALL |
1.7KNew |
$880K - $976K
|
1.7K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 21.99% |
$54.8K - $60.8K
|
588
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
350New |
$181K - $201K
|
350
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
361New |
$187K - $207K
|
361
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9- 0.77% |
$4.66K - $5.16K
|
1.16K
$770K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.9% |
$2.59K - $2.87K
|
558
$371K
|
|