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
|
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
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 68.0% |
$5.52M - $6.14M
|
4.71K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58- 0.52% |
$32K - $35.5K
|
11.1K
$6.47M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.7K- 4.93% |
$936K - $1.04M
|
32.7K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-8.09K- 84.82% |
$4.46M - $4.96M
|
1.45K
$844K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.4K- 16.25% |
$6.27M - $6.97M
|
58.6K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10K- 33.33% |
$5.51M - $6.13M
|
20K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$551 - $613
|
638
$372K
|
|
|
May 12, 2025
Q1 2025
|
White Mountains Insurance Group LTD
Hanover, NH |
SELL
|
- |
-167K- 43.57% |
$92.1M - $102M
|
216K
$126M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.9K+ 548.88% |
$13.2M - $14.6M
|
28.2K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Advent Capital Management
New York, NY |
BUY
|
PUT |
163K+ 2328.57% |
$89.9M - $99.9M
|
170K
$99.1M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.43K+ 100.48% |
$2.44M - $2.71M
|
8.83K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
9.1K+ 79.82% |
$5.02M - $5.58M
|
20.5K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20.1K- 12.97% |
$11.1M - $12.3M
|
135K
$78.4M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.2KNew |
$10.1M - $11.2M
|
18.2K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
4.76K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-18.5K- 3.53% |
$10.2M - $11.3M
|
506K
$295M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-93- 1.1% |
$51.3K - $57K
|
8.39K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-62- 1.72% |
$34.2K - $38K
|
3.55K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$3.31K - $3.68K
|
1.84K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
23.9K+ 34.75% |
$13.2M - $14.6M
|
92.5K
$53.9M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 0.12% |
$78.9K - $87.6K
|
120K
$69.9M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-65- 12.33% |
$35.8K - $39.8K
|
462
$269K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.25% |
$551 - $613
|
409
$238K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.76KNew |
$972K - $1.08M
|
1.76K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-256- 0.01% |
$141K - $157K
|
1.9M
$1.11B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-8.9K- 60.14% |
$4.91M - $5.46M
|
5.9K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 0.28% |
$108K - $120K
|
69K
$40.2M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
360+ 0.21% |
$199K - $221K
|
174K
$101M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
153+ 4.23% |
$84.4K - $93.8K
|
3.77K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-316- 4.78% |
$174K - $194K
|
6.29K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-117- 8.33% |
$64.5K - $71.7K
|
1.29K
$750K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-810- 32.54% |
$447K - $496K
|
1.68K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
400New |
$221K - $245K
|
400
$233K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.08K- 23.08% |
$1.14M - $1.27M
|
6.91K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-56.7K- 84.82% |
$31.2M - $34.7M
|
10.1K
$5.91M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-11K- 43.6% |
$6.08M - $6.76M
|
14.3K
$8.32M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$9.86M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-34- 4.96% |
$18.7K - $20.8K
|
651
$379K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-57- 2.9% |
$31.4K - $34.9K
|
1.91K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
CALL |
5.6KNew |
$3.09M - $3.43M
|
5.6K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.25K+ 2.43% |
$689K - $766K
|
52.7K
$30.7M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
119New |
$65.6K - $72.9K
|
119
$69.4K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.9K+ 115.38% |
$8.23M - $9.15M
|
27.9K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
29+ 6.64% |
$16K - $17.8K
|
466
$272K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
64+ 33.68% |
$35.3K - $39.2K
|
254
$148K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$551 - $613
|
453
$264K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-318- 0.92% |
$175K - $195K
|
34.3K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-116- 4.11% |
$64K - $71.1K
|
2.7K
$1.58M
|