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 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.93K+ 70.29% |
$1.06M - $1.18M
|
4.67K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.8K+ 105.43% |
$15.3M - $17.1M
|
54.2K
$31.4M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 14.94% |
$590K - $656K
|
6.09K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-13- 2.84% |
$7.17K - $7.97K
|
445
$258K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-989- 1.33% |
$545K - $606K
|
73.5K
$42.6M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-483- 11.74% |
$266K - $296K
|
3.63K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
841+ 39.73% |
$464K - $515K
|
2.96K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
918+ 3.81% |
$506K - $563K
|
25K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.3K- 11.6% |
$8.46M - $9.4M
|
117K
$67.7M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
29+ 1.44% |
$16K - $17.8K
|
2.04K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$8.27K - $9.19K
|
6.96K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-19- 2.87% |
$10.5K - $11.6K
|
642
$372K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$845K - $939K
|
1.53K
$887K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
86+ 6.95% |
$47.4K - $52.7K
|
1.32K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
731+ 1.4% |
$403K - $448K
|
52.9K
$30.6M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
370+ 1.69% |
$204K - $227K
|
22.3K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-59- 6.68% |
$32.5K - $36.2K
|
824
$477K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-15.2K- 22.74% |
$8.35M - $9.29M
|
51.5K
$29.8M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-62- 3.85% |
$34.2K - $38K
|
1.55K
$896K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-369- 0.66% |
$203K - $226K
|
55.5K
$32.2M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
72+ 14.72% |
$39.7K - $44.1K
|
561
$325K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.54K+ 178.81% |
$1.95M - $2.17M
|
5.53K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
52+ 8.23% |
$28.7K - $31.9K
|
684
$396K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.59K- 53.88% |
$1.43M - $1.59M
|
2.22K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-137- 3.19% |
$75.5K - $84K
|
4.16K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-812- 7.13% |
$448K - $498K
|
10.6K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-32- 2.0% |
$17.6K - $19.6K
|
1.57K
$910K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$34.2K - $38K
|
62
$35.9K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.67K+ 45.15% |
$2.03M - $2.25M
|
11.8K
$6.84M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.03K- 68.67% |
$1.12M - $1.24M
|
925
$536K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5+ 0.26% |
$2.76K - $3.06K
|
1.9K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-454- 12.29% |
$250K - $278K
|
3.24K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
196+ 8.75% |
$108K - $120K
|
2.44K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
444+ 1.71% |
$245K - $272K
|
26.4K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-737- 0.23% |
$406K - $452K
|
317K
$183M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-874- 4.67% |
$482K - $536K
|
17.9K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.43% |
$2.21K - $2.45K
|
944
$547K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
19.9KNew |
$11M - $12.2M
|
19.9K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-93- 0.68% |
$51.3K - $57K
|
13.5K
$7.81M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.18% |
$551 - $613
|
568
$329K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.96K- 12.57% |
$1.63M - $1.81M
|
20.6K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.89K+ 18.05% |
$1.04M - $1.16M
|
12.3K
$7.15M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-76- 1.47% |
$41.9K - $46.6K
|
5.1K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
221K+ 165.62% |
$122M - $136M
|
355K
$205M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-279K- 18.19% |
$154M - $171M
|
1.25M
$726M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
18+ 3.41% |
$9.93K - $11K
|
546
$316K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.2KNew |
$663K - $737K
|
1.2K
$697K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-415- 0.68% |
$229K - $254K
|
60.5K
$35.1M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-192- 6.02% |
$106K - $118K
|
3K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14.2K- 8.75% |
$7.85M - $8.73M
|
148K
$85.9M
|