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
|
Powell Investment Advisors, LLC
|
BUY
|
- |
139+ 4.5% |
$76.6K - $85.2K
|
3.23K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.64KNew |
$902K - $1M
|
1.64K
$947K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-235- 8.09% |
$130K - $144K
|
2.67K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
86+ 60.99% |
$47.4K - $52.7K
|
227
$131K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-8.21K- 21.82% |
$4.53M - $5.03M
|
29.4K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
211+ 13.86% |
$116K - $129K
|
1.73K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.38K- 16.0% |
$1.31M - $1.46M
|
12.5K
$7.22M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-929- 4.17% |
$512K - $569K
|
21.4K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
29.3K+ 8127.15% |
$16.2M - $18M
|
29.7K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.37K- 6.22% |
$753K - $837K
|
20.6K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-179- 2.17% |
$98.7K - $110K
|
8.07K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.74K- 43.16% |
$3.17M - $3.52M
|
7.56K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.64K- 32.0% |
$902K - $1M
|
3.48K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
114+ 2.31% |
$62.9K - $69.9K
|
5.05K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8+ 1.37% |
$4.41K - $4.9K
|
590
$342K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
661+ 69.87% |
$364K - $405K
|
1.61K
$931K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
273+ 14.04% |
$151K - $167K
|
2.22K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.51K- 5.45% |
$1.93M - $2.15M
|
60.9K
$35.3M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-9.72K- 3.78% |
$5.36M - $5.95M
|
248K
$143M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10- 0.02% |
$5.51K - $6.13K
|
43.9K
$25.4M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.33K+ 74.79% |
$1.28M - $1.43M
|
5.44K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
14.6K+ 129.32% |
$8.06M - $8.96M
|
25.9K
$15M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.18K- 2.23% |
$651K - $723K
|
51.8K
$30M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$6.07K - $6.74K
|
3.58K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
984+ 13.95% |
$543K - $603K
|
8.04K
$4.65M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-181- 1.0% |
$99.8K - $111K
|
17.9K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
PUT |
2.7K+ 8.11% |
$1.49M - $1.65M
|
36K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
91.6K+ 27.22% |
$50.5M - $56.2M
|
428K
$248M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
PUT |
-1.1K- 42.31% |
$607K - $674K
|
1.5K
$869K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-163K- 36.15% |
$90.1M - $100M
|
288K
$167M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-193K- 2.95% |
$106M - $118M
|
6.34M
$3.67B
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 0.02% |
$4.41K - $4.9K
|
45.6K
$26.4M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
58+ 1.81% |
$32K - $35.5K
|
3.27K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102+ 14.03% |
$56.2K - $62.5K
|
829
$480K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.34% |
$1.1K - $1.23K
|
592
$343K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-14- 87.5% |
$7.72K - $8.58K
|
2
$1.16K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-36- 0.58% |
$19.9K - $22.1K
|
6.2K
$3.59M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-611- 10.42% |
$337K - $375K
|
5.25K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
147+ 2.67% |
$81.1K - $90.1K
|
5.65K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.27K+ 6.94% |
$699K - $777K
|
19.5K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-685- 0.37% |
$378K - $420K
|
184K
$107M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-217- 2.95% |
$120K - $133K
|
7.13K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 0.89% |
$1.03M - $1.15M
|
208K
$121M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
386New |
$213K - $237K
|
386
$224K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-92- 5.1% |
$50.7K - $56.4K
|
1.71K
$992K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
5+ 8.93% |
$2.76K - $3.06K
|
61
$35.3K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-251- 3.9% |
$138K - $154K
|
6.18K
$3.58M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
5.43K+ 3.68% |
$2.99M - $3.33M
|
153K
$88.6M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.13K- 0.76% |
$622K - $691K
|
147K
$85.1M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
106+ 2.1% |
$58.5K - $65K
|
5.16K
$2.99M
|