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 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
531+ 19.58% |
$293K - $325K
|
3.24K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-32- 0.86% |
$17.6K - $19.6K
|
3.71K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-58- 13.49% |
$32K - $35.5K
|
372
$217K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-38- 0.92% |
$21K - $23.3K
|
4.07K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.03% |
$551 - $613
|
3.92K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-22- 0.31% |
$12.1K - $13.5K
|
7.09K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
304+ 9.01% |
$168K - $186K
|
3.68K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-701- 0.35% |
$387K - $430K
|
202K
$118M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.65K- 15.32% |
$1.46M - $1.62M
|
14.6K
$8.53M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
84+ 2.53% |
$46.3K - $51.5K
|
3.4K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.65K - $1.84K
|
909
$530K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
12+ 0.99% |
$6.62K - $7.36K
|
1.23K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2.25K- 2.06% |
$1.24M - $1.38M
|
107K
$62.3M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
239+ 1.19% |
$132K - $146K
|
20.3K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13+ 0.87% |
$7.17K - $7.97K
|
1.5K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.24KNew |
$1.24M - $1.37M
|
2.24K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2.29K- 28.59% |
$1.26M - $1.4M
|
5.73K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-201K- 96.54% |
$111M - $123M
|
7.22K
$4.21M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 1.53% |
$790K - $878K
|
94.9K
$55.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 0.1% |
$27.6K - $30.6K
|
49K
$28.6M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
93+ 0.47% |
$51.3K - $57K
|
19.9K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-50- 1.05% |
$27.6K - $30.6K
|
4.7K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 22.7% |
$23.2K - $25.7K
|
227
$132K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
14+ 0.75% |
$7.72K - $8.58K
|
1.88K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
22.5K+ 13.93% |
$12.4M - $13.8M
|
184K
$107M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.46K- 39.15% |
$2.46M - $2.73M
|
6.93K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
267K+ 31.39% |
$147M - $164M
|
1.12M
$652M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12New |
$6.62K - $7.36K
|
12
$6.99K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-383- 0.03% |
$211K - $235K
|
1.21M
$708M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
542+ 1.56% |
$299K - $332K
|
35.3K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.18K+ 50.26% |
$3.41M - $3.79M
|
18.5K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
35.5K+ 33.69% |
$19.6M - $21.8M
|
141K
$82.1M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-197- 7.03% |
$109K - $121K
|
2.61K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-23- 0.15% |
$12.7K - $14.1K
|
15K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.18K- 2.74% |
$652K - $724K
|
41.9K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-960- 4.08% |
$529K - $588K
|
22.6K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.22K- 28.24% |
$675K - $750K
|
3.11K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
560+ 16.48% |
$309K - $343K
|
3.96K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 11.57% |
$302K - $336K
|
5.28K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
183+ 1.7% |
$101K - $112K
|
10.9K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
5.85K+ 244.5% |
$3.22M - $3.58M
|
8.24K
$4.8M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-382- 1.18% |
$211K - $234K
|
32.1K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-103- 1.63% |
$56.8K - $63.1K
|
6.21K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.76K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.82K+ 16.37% |
$1M - $1.12M
|
12.9K
$7.54M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.48% |
$10.5K - $11.6K
|
3.97K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211+ 58.13% |
$116K - $129K
|
574
$335K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1- 0.1% |
$551 - $613
|
1.01K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.56K+ 29.48% |
$3.07M - $3.41M
|
24.4K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-40- 0.15% |
$22.1K - $24.5K
|
26.6K
$15.5M
|