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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.3K- 54.82% |
$1.07M - $1.2M
|
1.89K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.95K- 83.1% |
$912K - $1.02M
|
397
$264K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
PUT |
-1.7K- 39.53% |
$794K - $889K
|
2.6K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.48K- 27.47% |
$692K - $775K
|
3.91K
$2.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.38K- 22.94% |
$645K - $722K
|
4.64K
$3.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-941- 1.68% |
$440K - $492K
|
55.1K
$36.7M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-940- 92.07% |
$439K - $492K
|
81
$53.9K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-780- 45.96% |
$364K - $408K
|
917
$610K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-735- 0.64% |
$343K - $385K
|
113K
$75.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-632- 4.41% |
$295K - $331K
|
13.7K
$9.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-605- 3.47% |
$283K - $317K
|
16.9K
$11.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-548- 9.91% |
$256K - $287K
|
4.98K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-529- 13.78% |
$247K - $277K
|
3.31K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-514- 0.99% |
$240K - $269K
|
51.5K
$34.3M
|
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-400- 44.44% |
$187K - $209K
|
500
$333K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-380- 26.55% |
$178K - $199K
|
1.05K
$700K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-229- 15.31% |
$107K - $120K
|
1.27K
$843K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-207- 24.94% |
$96.7K - $108K
|
623
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-138- 18.09% |
$64.5K - $72.2K
|
625
$416K
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-135- 6.39% |
$63.1K - $70.6K
|
1.98K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-125- 21.93% |
$58.4K - $65.4K
|
445
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-95- 8.05% |
$44.4K - $49.7K
|
1.09K
$722K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-90- 3.96% |
$42.1K - $47.1K
|
2.18K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 3.79% |
$35K - $39.2K
|
1.9K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.61% |
$30.8K - $34.5K
|
4.03K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-62- 0.69% |
$29K - $32.4K
|
8.93K
$5.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-56- 15.95% |
$26.2K - $29.3K
|
295
$196K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-41- 1.91% |
$19.2K - $21.4K
|
2.11K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3- 0.65% |
$1.4K - $1.57K
|
459
$306K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Appian Way Asset Management LP
New York, NY |
SELL
|
PUT |
-51K- 68.0% |
$20.9M - $24.3M
|
24K
$16M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-35.8K- 4.55% |
$14.7M - $17.1M
|
750K
$500M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-35.7K- 98.14% |
$14.7M - $17M
|
675
$449K
|
|
|
Feb 02, 2024
Q4 2023
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-28.9K- 8.24% |
$11.9M - $13.8M
|
322K
$214M
|
|
|
Jun 07, 2024
Q4 2023
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
SELL
|
- |
-16K- 4.98% |
$6.55M - $7.6M
|
304K
$202M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-13.7K- 40.81% |
$5.61M - $6.51M
|
19.8K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-11.6K- 67.0% |
$4.77M - $5.53M
|
5.72K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
PUT |
-10K- 40.0% |
$4.11M - $4.77M
|
15K
$9.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8.42K- 59.62% |
$3.46M - $4.01M
|
5.7K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-6.01K- 83.36% |
$2.47M - $2.86M
|
1.2K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-5.28K- 91.5% |
$2.17M - $2.52M
|
491
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Corbin Capital Partners, L.P.
New York, NY |
SELL
|
- |
-4.2K- 32.81% |
$1.72M - $2M
|
8.6K
$5.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.36K- 59.47% |
$1.38M - $1.6M
|
2.29K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-2.7K- 69.23% |
$1.11M - $1.29M
|
1.2K
$799K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
CALL |
-2.7K- 36.99% |
$1.11M - $1.29M
|
4.6K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.63K- 83.83% |
$1.08M - $1.25M
|
507
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.82K- 1.7% |
$748K - $868K
|
105K
$70.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.5K- 18.99% |
$614K - $713K
|
6.38K
$4.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.22K- 25.85% |
$501K - $582K
|
3.5K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-811- 33.08% |
$333K - $387K
|
1.64K
$1.09M
|
|