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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
CALL |
-160K- 33.62% |
$57.3M - $65.3M
|
316K
$184M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
985New |
$352K - $401K
|
985
$574K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.28KNew |
$1.53M - $1.74M
|
4.28K
$2.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Axel Capital Management, LLC
|
BUY
|
- |
64K+ 130.35% |
$22.9M - $26.1M
|
113K
$65.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
277New |
$99.1K - $113K
|
277
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
15K+ 428.57% |
$5.36M - $6.11M
|
18.5K
$10.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-187- 2.52% |
$66.9K - $76.2K
|
7.24K
$4.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-138- 0.24% |
$49.4K - $56.2K
|
57K
$33.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.12KNew |
$399K - $455K
|
1.12K
$650K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
PUT |
2KNew |
$715K - $815K
|
2K
$1.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.13K- 5.53% |
$405K - $461K
|
19.3K
$11.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
PUT |
-19.7K- 98.5% |
$7.05M - $8.03M
|
300
$175K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-43- 1.09% |
$15.4K - $17.5K
|
3.92K
$2.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
13.5KNew |
$4.82M - $5.5M
|
13.5K
$7.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 32.0% |
$2.86K - $3.26K
|
33
$19.2K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
955+ 1.26% |
$342K - $389K
|
77K
$44.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
PUT |
49.7K+ 345.14% |
$17.8M - $20.2M
|
64.1K
$37.4M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
1.1KNew |
$393K - $448K
|
1.1K
$641K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
PUT |
7.1KNew |
$2.54M - $2.89M
|
7.1K
$4.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.07KNew |
$381K - $434K
|
1.07K
$621K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
697+ 14.29% |
$249K - $284K
|
5.58K
$3.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$358K - $407K
|
1K
$583K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-849- 36.61% |
$304K - $346K
|
1.47K
$857K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
PUT |
71.6KNew |
$25.6M - $29.2M
|
71.6K
$41.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-12.5K- 6.33% |
$4.47M - $5.1M
|
185K
$108M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2- 0.12% |
$715 - $815
|
1.63K
$948K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
12.1K+ 183.89% |
$4.33M - $4.93M
|
18.7K
$10.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
PUT |
-400- 21.05% |
$143K - $163K
|
1.5K
$874K
|
|
|
Jan 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
PUT |
-350- 2.16% |
$125K - $143K
|
15.9K
$9.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$397K - $453K
|
1.11K
$648K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1New |
$358 - $407
|
1
$583
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.68K- 0.76% |
$599K - $683K
|
218K
$127M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
17.7K+ 28.1% |
$6.33M - $7.21M
|
80.7K
$47M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
449+ 1.01% |
$161K - $183K
|
45.1K
$26.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
PUT |
2.1K+ 24.42% |
$751K - $856K
|
10.7K
$6.24M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-861- 3.13% |
$308K - $351K
|
26.6K
$15.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-39.1K- 39.61% |
$14M - $15.9M
|
59.5K
$34.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-387- 6.21% |
$138K - $158K
|
5.85K
$3.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
249New |
$89K - $101K
|
249
$145K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
55New |
$19.7K - $22.4K
|
55
$32.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-787- 56.13% |
$281K - $321K
|
615
$358K
|
|
| Q3 2022 | |||||||
|
May 05, 2025
Q3 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
182+ 31.93% |
$65K - $78.2K
|
752
$438K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1+ 0.91% |
$357 - $430
|
111
$64.7K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
186K+ 51.39% |
$66.4M - $79.9M
|
548K
$319M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-1.24M- 57.63% |
$443M - $532M
|
911K
$531M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-502- 44.9% |
$179K - $216K
|
616
$359K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.46K- 2.84% |
$1.24M - $1.49M
|
118K
$69.1M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
641+ 30.76% |
$229K - $275K
|
2.73K
$1.59M
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
PUT |
-20K- 40.0% |
$7.14M - $8.59M
|
30K
$17.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Corriente Advisors, LLC
Fort Worth, TX |
BUY
|
PUT |
20K+ 22.22% |
$7.14M - $8.59M
|
110K
$64.1M
|
|