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 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-77- 2.34% |
$42.5K - $47.2K
|
3.21K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.26K+ 8.3% |
$1.8M - $2M
|
42.6K
$24.8M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-141- 11.06% |
$77.8K - $86.4K
|
1.13K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
5+ 0.05% |
$2.76K - $3.06K
|
9.4K
$5.48M
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-40- 1.81% |
$22.1K - $24.5K
|
2.18K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27K- 32.39% |
$14.9M - $16.5M
|
56.4K
$32.9M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.68% |
$5.51K - $6.13K
|
1.46K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-469K- 89.22% |
$259M - $287M
|
56.7K
$33M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-524- 2.57% |
$289K - $321K
|
19.9K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
74+ 5.52% |
$40.8K - $45.4K
|
1.41K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
26+ 0.94% |
$14.3K - $15.9K
|
2.8K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.95K- 19.97% |
$4.39M - $4.88M
|
31.9K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-87- 1.16% |
$48K - $53.3K
|
7.44K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
532+ 111.06% |
$293K - $326K
|
1.01K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-328- 3.83% |
$181K - $201K
|
8.24K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
PUT |
-300- 3.66% |
$165K - $184K
|
7.9K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
40K+ 10.81% |
$22.1M - $24.5M
|
410K
$239M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
PUT |
-20K- 13.33% |
$11M - $12.3M
|
130K
$75.8M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
45+ 0.38% |
$24.8K - $27.6K
|
11.8K
$6.85M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-83- 15.57% |
$45.8K - $50.9K
|
450
$262K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
315+ 1.32% |
$174K - $193K
|
24.2K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.65K- 9.48% |
$912K - $1.01M
|
15.8K
$9.2M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-107- 0.74% |
$59K - $65.6K
|
14.3K
$8.34M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
28+ 1.01% |
$15.4K - $17.2K
|
2.79K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
722+ 13.98% |
$398K - $443K
|
5.89K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15K- 26.85% |
$8.29M - $9.21M
|
40.9K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-183K- 99.89% |
$101M - $112M
|
200
$117K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11- 0.07% |
$6.07K - $6.74K
|
14.9K
$8.66M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-391- 17.3% |
$216K - $240K
|
1.87K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-80- 4.91% |
$44.1K - $49K
|
1.55K
$903K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-661- 20.64% |
$364K - $405K
|
2.54K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 57.48% |
$608K - $676K
|
816
$476K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.1KNew |
$1.71M - $1.9M
|
3.1K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-85- 2.7% |
$46.9K - $52.1K
|
3.06K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.37K- 41.1% |
$5.16M - $5.74M
|
13.4K
$7.82M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2.2KNew |
$1.21M - $1.35M
|
2.2K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
402+ 3.7% |
$222K - $246K
|
11.3K
$6.57M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-1.67K- 71.12% |
$921K - $1.02M
|
678
$395K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
409New |
$226K - $251K
|
409
$238K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
50+ 12.66% |
$27.6K - $30.6K
|
445
$259K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
80+ 0.5% |
$44.1K - $49K
|
16.1K
$9.41M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94.5K- 55.72% |
$52.1M - $57.9M
|
75.1K
$43.8M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
19.8K+ 63.79% |
$10.9M - $12.1M
|
50.7K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.11K+ 1112.74% |
$2.26M - $2.52M
|
4.48K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
807+ 11.96% |
$445K - $495K
|
7.55K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-274- 1.57% |
$151K - $168K
|
17.2K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-340- 23.26% |
$187K - $208K
|
1.12K
$654K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.22K- 77.17% |
$671K - $746K
|
360
$210K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.86% |
$5.51K - $6.13K
|
1.18K
$686K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.08K+ 260.6% |
$1.15M - $1.27M
|
2.87K
$1.68M
|