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 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 3.49% |
$54K - $60.1K
|
2.91K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 1.46% |
$1.88M - $2.09M
|
230K
$134M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
PUT |
-100- 2.22% |
$55.1K - $61.3K
|
4.4K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
127K+ 509.6% |
$70.3M - $78.1M
|
152K
$88.8M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
50+ 5.81% |
$27.6K - $30.6K
|
910
$530K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-127- 5.76% |
$70K - $77.8K
|
2.08K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 6.93% |
$3.86K - $4.29K
|
94
$54.8K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-396- 13.23% |
$218K - $243K
|
2.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.87K+ 8.37% |
$2.69M - $2.99M
|
63.1K
$36.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
247K+ 45.19% |
$136M - $152M
|
795K
$463M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
500+ 6.33% |
$276K - $306K
|
8.4K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$551 - $613
|
894
$521K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
68New |
$37.5K - $41.7K
|
68
$39.6K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
PUT |
800+ 4.12% |
$441K - $490K
|
20.2K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31- 1.09% |
$17.1K - $19K
|
2.81K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
522+ 5.08% |
$288K - $320K
|
10.8K
$6.29M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.69% |
$52.4K - $58.2K
|
3.43K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 73.49% |
$6.31M - $7.02M
|
27K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
82+ 0.17% |
$45.2K - $50.3K
|
47.6K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-301- 31.55% |
$166K - $184K
|
653
$381K
|
|
|
May 13, 2025
Q1 2025
|
Nine Masts Capital LTD
|
SELL
|
CALL |
-135K- 41.54% |
$74.4M - $82.7M
|
190K
$111M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18- 0.27% |
$9.93K - $11K
|
6.57K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.9KNew |
$6.02M - $6.69M
|
10.9K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 8.03% |
$700K - $778K
|
17.1K
$9.96M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
716+ 0.4% |
$395K - $439K
|
179K
$104M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
PUT |
1KNew |
$551K - $613K
|
1K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
872KNew |
$481M - $535M
|
872K
$508M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-348K- 65.35% |
$192M - $213M
|
184K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-999K- 78.66% |
$551M - $612M
|
271K
$158M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-104- 6.35% |
$57.3K - $63.7K
|
1.53K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
500KNew |
$276M - $306M
|
500K
$291M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-92.3K- 87.01% |
$50.9M - $56.6M
|
13.8K
$8.03M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
205+ 8.2% |
$113K - $126K
|
2.71K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-37- 0.64% |
$20.4K - $22.7K
|
5.75K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 3.25% |
$11K - $12.3K
|
635
$370K
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.77K+ 9.82% |
$975K - $1.08M
|
19.8K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
415New |
$229K - $254K
|
415
$242K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-42- 7.01% |
$23.2K - $25.7K
|
557
$325K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-14- 0.95% |
$7.72K - $8.58K
|
1.45K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
10.1K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.2% |
$551 - $613
|
509
$297K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.03K+ 70.9% |
$1.12M - $1.25M
|
4.9K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-94- 4.73% |
$51.8K - $57.6K
|
1.9K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-42- 1.2% |
$23.2K - $25.7K
|
3.46K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-5- 0.45% |
$2.76K - $3.06K
|
1.11K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
627K+ 4.83% |
$346M - $384M
|
13.6M
$7.93B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.37M- 20.72% |
$758M - $842M
|
5.26M
$3.06B
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 1.73% |
$27.6K - $30.6K
|
2.84K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-303- 3.39% |
$167K - $186K
|
8.65K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-15- 2.71% |
$8.27K - $9.19K
|
539
$314K
|