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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-595- 5.49% |
$328K - $365K
|
10.2K
$5.97M
|
|
|
May 14, 2025
Q1 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
5.3K+ 95.91% |
$2.92M - $3.25M
|
10.8K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
134+ 3.17% |
$73.9K - $82.1K
|
4.37K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-111- 4.31% |
$61.2K - $68K
|
2.47K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.5% |
$177K - $197K
|
12.5K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
227+ 1.53% |
$125K - $139K
|
15.1K
$8.78M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-20- 0.38% |
$11K - $12.3K
|
5.23K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
914+ 100.0% |
$504K - $560K
|
1.83K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.04K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-22.4K- 2.99% |
$12.4M - $13.7M
|
728K
$425M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
PUT |
-400- 0.52% |
$221K - $245K
|
76.5K
$44.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
145K+ 5.87% |
$80M - $88.9M
|
2.62M
$1.53B
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.4K+ 46.31% |
$774K - $861K
|
4.44K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.17% |
$551 - $613
|
603
$351K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-45- 0.71% |
$24.8K - $27.6K
|
6.26K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-255- 14.25% |
$141K - $156K
|
1.54K
$895K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-384K- 99.25% |
$212M - $236M
|
2.92K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-84- 4.5% |
$46.3K - $51.5K
|
1.78K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
PUT |
3.1KNew |
$1.71M - $1.9M
|
3.1K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
3.41K+ 12.18% |
$1.88M - $2.09M
|
31.4K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
PUT |
17KNew |
$9.37M - $10.4M
|
17K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
16.6K+ 956.91% |
$9.16M - $10.2M
|
18.3K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
173K+ 3.21% |
$95.5M - $106M
|
5.57M
$3.25B
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-85- 3.73% |
$46.9K - $52.1K
|
2.19K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
199+ 7.43% |
$110K - $122K
|
2.88K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.38K- 19.14% |
$759K - $843K
|
5.81K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
34.4KNew |
$19M - $21.1M
|
34.4K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
9.9K+ 1.22% |
$5.46M - $6.07M
|
821K
$479M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33+ 2.44% |
$18.2K - $20.2K
|
1.39K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-363- 13.41% |
$200K - $222K
|
2.34K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.89M+ 40.23% |
$3.8B - $4.22B
|
24M
$14B
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11M- 19.92% |
$6.09B - $6.77B
|
44.4M
$25.9B
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-15.9M- 87.99% |
$8.79B - $9.77B
|
2.17M
$1.27B
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
69.6K+ 139.2% |
$38.4M - $42.7M
|
120K
$69.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
443K+ 177.38% |
$244M - $271M
|
692K
$404M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$1.1K - $1.23K
|
717
$418K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107- 6.22% |
$59K - $65.6K
|
1.61K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
286+ 12.69% |
$158K - $175K
|
2.54K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-249- 3.76% |
$137K - $153K
|
6.38K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
25+ 0.94% |
$13.8K - $15.3K
|
2.69K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-62- 12.2% |
$34.2K - $38K
|
446
$260K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-647- 51.31% |
$357K - $397K
|
614
$358K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-100- 0.54% |
$55.1K - $61.3K
|
18.3K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.92K- 68.71% |
$3.27M - $3.63M
|
2.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
15K+ 750000.0% |
$8.27M - $9.19M
|
15K
$8.74M
|
|
|
May 14, 2025
Q1 2025
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
5KNew |
$2.76M - $3.06M
|
5K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-598- 30.6% |
$330K - $367K
|
1.36K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-205- 2.68% |
$113K - $126K
|
7.45K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$8.82K - $9.81K
|
5.26K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
296K+ 47.01% |
$163M - $181M
|
924K
$539M
|