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 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.67K+ 128.09% |
$920K - $1.02M
|
2.97K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.29K- 86.52% |
$2.36M - $2.63M
|
668
$387K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
90+ 3.67% |
$49.6K - $55.2K
|
2.54K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
151+ 18.3% |
$83.3K - $92.6K
|
976
$565K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-13- 0.36% |
$7.17K - $7.97K
|
3.58K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
16.2KNew |
$8.95M - $9.94M
|
16.2K
$9.4M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
245+ 1.0% |
$135K - $150K
|
24.7K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-126- 1.65% |
$69.5K - $77.2K
|
7.51K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
94+ 14.14% |
$51.8K - $57.6K
|
759
$440K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-10- 0.14% |
$5.51K - $6.13K
|
7.14K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.04K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$5.67M - $6.3M
|
10.3K
$5.95M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-140- 0.13% |
$77.2K - $85.8K
|
109K
$63M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
534+ 20.45% |
$294K - $327K
|
3.15K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
329+ 7.29% |
$181K - $202K
|
4.84K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
43+ 1.21% |
$23.7K - $26.4K
|
3.59K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
522New |
$288K - $320K
|
522
$302K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
901+ 0.98% |
$497K - $552K
|
93.1K
$53.9M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-13- 0.79% |
$7.17K - $7.97K
|
1.64K
$947K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10.8K- 33.88% |
$5.96M - $6.62M
|
21.1K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-8.02K- 46.7% |
$4.42M - $4.91M
|
9.15K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 0.88% |
$5.51K - $6.13K
|
1.13K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.08K+ 28.76% |
$2.25M - $2.5M
|
18.3K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.61K- 18.29% |
$3.09M - $3.44M
|
25K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
PUT |
11.9KNew |
$6.56M - $7.29M
|
11.9K
$6.89M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 92.55% |
$6.85M - $7.61M
|
25.8K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.06% |
$551 - $613
|
1.55K
$896K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.73K- 6.57% |
$3.71M - $4.13M
|
95.7K
$55.4M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
74+ 0.91% |
$40.8K - $45.4K
|
8.17K
$4.73M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
CALL |
400New |
$221K - $245K
|
400
$232K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-886- 7.07% |
$489K - $543K
|
11.6K
$6.74M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.55K+ 8.65% |
$852K - $947K
|
19.4K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.27K+ 119.08% |
$1.8M - $2M
|
6.02K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.7K- 19.69% |
$8.65M - $9.62M
|
64K
$37M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.18KNew |
$2.85M - $3.17M
|
5.18K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
562+ 52.97% |
$310K - $344K
|
1.62K
$940K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-881- 4.58% |
$486K - $540K
|
18.3K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
292+ 49.08% |
$161K - $179K
|
887
$514K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
44+ 3.62% |
$24.3K - $27K
|
1.26K
$730K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.09K+ 1.5% |
$4.46M - $4.96M
|
546K
$316M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-405- 13.0% |
$223K - $248K
|
2.71K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.96K- 29.1% |
$3.29M - $3.65M
|
14.5K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.41K+ 73.05% |
$4.09M - $4.54M
|
17.6K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.22K+ 474.94% |
$3.43M - $3.81M
|
7.53K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-177- 2.89% |
$97.6K - $108K
|
5.94K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-53- 0.18% |
$29.2K - $32.5K
|
29.1K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-180- 14.53% |
$99.3K - $110K
|
1.06K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
143+ 22.99% |
$78.9K - $87.6K
|
765
$443K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.3K- 6.31% |
$714K - $794K
|
19.2K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173+ 0.61% |
$95.4K - $106K
|
28.7K
$16.6M
|