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 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
514+ 46.94% |
$283K - $315K
|
1.61K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-60- 1.82% |
$33.1K - $36.8K
|
3.24K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.94K+ 27.36% |
$2.17M - $2.41M
|
18.3K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
170+ 6.37% |
$93.7K - $104K
|
2.84K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-19- 0.62% |
$10.5K - $11.6K
|
3.06K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.46K- 3.87% |
$1.36M - $1.51M
|
61.1K
$35.6M
|
|
|
May 09, 2025
Q1 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.46K- 6.11% |
$807K - $897K
|
22.5K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.1K- 72.28% |
$15.5M - $17.2M
|
10.8K
$6.29M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
609+ 1.0% |
$336K - $373K
|
61.6K
$35.9M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.1K- 3.39% |
$1.16M - $1.29M
|
60K
$35M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.85K- 48.76% |
$1.57M - $1.75M
|
3K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
309+ 4.88% |
$170K - $189K
|
6.64K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-105- 1.93% |
$57.9K - $64.4K
|
5.34K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
750+ 1.82% |
$414K - $460K
|
41.9K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
459+ 6.76% |
$253K - $281K
|
7.25K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-456- 26.59% |
$251K - $279K
|
1.26K
$734K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9.54K+ 7.28% |
$5.26M - $5.85M
|
141K
$82M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
10.3K+ 730.45% |
$5.69M - $6.32M
|
11.7K
$6.83M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
43.7KNew |
$24.1M - $26.8M
|
43.7K
$25.5M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$4.41K - $4.9K
|
4.46K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-50- 2.21% |
$27.6K - $30.6K
|
2.21K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
214+ 6.45% |
$118K - $131K
|
3.53K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
367+ 191.15% |
$202K - $225K
|
559
$326K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-91- 1.32% |
$50.2K - $55.8K
|
6.82K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.5K- 15.01% |
$20.7M - $23M
|
212K
$124M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
PUT |
-5.6K- 43.08% |
$3.09M - $3.43M
|
7.4K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3K- 28.18% |
$1.65M - $1.84M
|
7.63K
$4.45M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
739New |
$407K - $453K
|
739
$431K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70- 3.95% |
$38.6K - $42.9K
|
1.7K
$993K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.68K- 6.81% |
$924K - $1.03M
|
22.9K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-40- 4.76% |
$22.1K - $24.5K
|
800
$466K
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-166- 4.14% |
$91.5K - $102K
|
3.84K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.12K- 4.44% |
$620K - $689K
|
24.2K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$551 - $613
|
535
$312K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.45K- 47.11% |
$2.46M - $2.73M
|
5K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.12K+ 1.05% |
$618K - $686K
|
108K
$63M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-39.8K- 66.62% |
$22M - $24.4M
|
19.9K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-51- 0.24% |
$28.1K - $31.3K
|
21.1K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-224- 14.91% |
$124K - $137K
|
1.28K
$745K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.3KNew |
$6.24M - $6.94M
|
11.3K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-42.6K- 98.7% |
$23.5M - $26.1M
|
559
$326K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.09K- 6.97% |
$2.26M - $2.51M
|
54.6K
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.74K- 18.46% |
$1.51M - $1.68M
|
12.1K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-253- 4.64% |
$140K - $155K
|
5.2K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
7+ 0.3% |
$3.86K - $4.29K
|
2.31K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-203- 0.92% |
$112K - $124K
|
21.9K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-27- 3.85% |
$14.9K - $16.5K
|
674
$393K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.2K- 2.94% |
$9.51M - $10.6M
|
569K
$332M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
62.6K+ 8.22% |
$34.5M - $38.3M
|
823K
$480M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-54- 3.22% |
$29.8K - $33.1K
|
1.62K
$946K
|