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
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
10.3K+ 141.12% |
$5.71M - $6.34M
|
17.7K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
15.9KNew |
$8.77M - $9.75M
|
15.9K
$9.21M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6- 0.73% |
$3.31K - $3.68K
|
815
$472K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.55K+ 1.73% |
$856K - $952K
|
91.5K
$53M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 1.02% |
$4.41K - $4.9K
|
796
$461K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.48K+ 4.67% |
$1.36M - $1.52M
|
55.5K
$32.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.22K- 4.89% |
$1.78M - $1.97M
|
62.7K
$36.3M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
38+ 6.34% |
$21K - $23.3K
|
637
$369K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
457+ 2.43% |
$252K - $280K
|
19.3K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-297K- 26.57% |
$164M - $182M
|
821K
$475M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-363K- 23.28% |
$200M - $222M
|
1.2M
$692M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
133+ 5.26% |
$73.3K - $81.5K
|
2.66K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
7.07K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.36K+ 3.17% |
$1.3M - $1.45M
|
76.8K
$44.5M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.76K+ 23.11% |
$969K - $1.08M
|
9.36K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$290K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-350- 6.35% |
$193K - $215K
|
5.16K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-398- 1.4% |
$219K - $244K
|
27.9K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-88- 3.67% |
$48.5K - $53.9K
|
2.31K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 3.92% |
$567K - $630K
|
27.2K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
1KNew |
$551K - $613K
|
1K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
291+ 0.65% |
$160K - $178K
|
44.9K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.44K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
663+ 3.61% |
$366K - $406K
|
19K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
206+ 1.69% |
$114K - $126K
|
12.4K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
64+ 0.33% |
$35.3K - $39.2K
|
19.7K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
149+ 49.5% |
$82.2K - $91.3K
|
450
$261K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-39- 6.22% |
$21.5K - $23.9K
|
588
$341K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
485New |
$267K - $297K
|
485
$281K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
6.47KNew |
$3.57M - $3.96M
|
6.47K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.14K- 2.09% |
$626K - $696K
|
53.3K
$30.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-45.4K- 1.01% |
$25M - $27.8M
|
4.45M
$2.58B
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
PUT |
287+ 129.86% |
$158K - $176K
|
508
$294K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.45K- 0.13% |
$1.9M - $2.11M
|
2.72M
$1.57B
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-54- 3.36% |
$29.8K - $33.1K
|
1.55K
$899K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
350+ 29.49% |
$193K - $215K
|
1.54K
$890K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-263- 3.68% |
$145K - $161K
|
6.88K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
146+ 0.8% |
$80.5K - $89.5K
|
18.3K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
PUT |
-25K- 33.33% |
$13.8M - $15.3M
|
50K
$29M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.04% |
$2.76K - $3.06K
|
12.6K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-79.9K- 82.72% |
$44.1M - $49M
|
16.7K
$9.67M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
2.88K+ 2.81% |
$1.59M - $1.77M
|
106K
$61.1M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
253+ 17.67% |
$140K - $155K
|
1.69K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.28K- 1.66% |
$2.36M - $2.62M
|
254K
$147M
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
50+ 0.48% |
$27.6K - $30.6K
|
10.4K
$6.04M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.65K- 0.88% |
$3.11M - $3.46M
|
639K
$370M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
144+ 3.14% |
$79.4K - $88.3K
|
4.73K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.9K- 0.95% |
$1.6M - $1.78M
|
303K
$176M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
33+ 8.87% |
$18.2K - $20.2K
|
405
$235K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
84+ 0.36% |
$46.3K - $51.5K
|
23.1K
$13.4M
|