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
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
133+ 0.42% |
$73.3K - $81.5K
|
31.5K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.74K+ 37.8% |
$1.51M - $1.68M
|
10K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
19.4K+ 39.63% |
$10.7M - $11.9M
|
68.2K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-579- 5.85% |
$319K - $355K
|
9.32K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
552+ 66.67% |
$304K - $338K
|
1.38K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-52.2K- 17.49% |
$28.8M - $32M
|
246K
$143M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-5.65K- 35.14% |
$3.12M - $3.46M
|
10.4K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-223- 1.55% |
$123K - $137K
|
14.2K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
341+ 3.46% |
$188K - $209K
|
10.2K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-95- 28.79% |
$52.4K - $58.2K
|
235
$137K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-199- 0.64% |
$110K - $122K
|
30.8K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.41K+ 1187.39% |
$779K - $866K
|
1.53K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
500KNew |
$276M - $306M
|
500K
$291M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-267- 3.39% |
$147K - $164K
|
7.61K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
836K+ 46.06% |
$461M - $512M
|
2.65M
$1.54B
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.77K+ 240.34% |
$5.39M - $5.99M
|
13.8K
$8.06M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.35K+ 1.8% |
$744K - $827K
|
76.2K
$44.4M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-61- 1.79% |
$33.6K - $37.4K
|
3.35K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-240- 3.77% |
$132K - $147K
|
6.13K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
20.1KNew |
$11.1M - $12.3M
|
20.1K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 4.72% |
$132K - $146K
|
5.3K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
65+ 3.86% |
$35.8K - $39.8K
|
1.75K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-40- 3.52% |
$22.1K - $24.5K
|
1.1K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-550- 0.32% |
$303K - $337K
|
172K
$100M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 9.19% |
$5.85M - $6.5M
|
126K
$73.4M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.79% |
$22.1K - $24.5K
|
5.09K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
311K+ 140.77% |
$172M - $191M
|
533K
$310M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.69K+ 2.62% |
$3.14M - $3.49M
|
223K
$130M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
743New |
$410K - $455K
|
743
$433K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-217- 14.04% |
$120K - $133K
|
1.33K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$9.93K - $11K
|
32.7K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-134- 3.4% |
$73.9K - $82.1K
|
3.8K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-332K- 54.06% |
$183M - $203M
|
282K
$164M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
12.9K+ 45.9% |
$7.1M - $7.89M
|
40.9K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-7.63K- 5.13% |
$4.21M - $4.67M
|
141K
$82.2M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
484+ 57.83% |
$267K - $297K
|
1.32K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
64.1K+ 9.77% |
$35.3M - $39.3M
|
720K
$420M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
PUT |
-341K- 46.33% |
$188M - $209M
|
395K
$230M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.44K- 53.83% |
$795K - $884K
|
1.24K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3- 0.3% |
$1.65K - $1.84K
|
997
$581K
|
|
|
May 13, 2025
Q1 2025
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-120K- 3.82% |
$66M - $73.4M
|
3.02M
$1.76B
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-14.7K- 58.0% |
$8.12M - $9.03M
|
10.7K
$6.22M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-96- 0.43% |
$52.9K - $58.8K
|
22.4K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-433- 6.72% |
$239K - $265K
|
6.01K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-808- 24.29% |
$446K - $495K
|
2.52K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
268KNew |
$148M - $164M
|
268K
$156M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
27.8K+ 2.53% |
$15.3M - $17M
|
1.12M
$655M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-925K- 9.76% |
$510M - $567M
|
8.55M
$4.99B
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
2.45M+ 70.9% |
$1.35B - $1.5B
|
5.9M
$3.44B
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
672+ 15.15% |
$371K - $412K
|
5.11K
$2.98M
|