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
|
Burney CO
Reston, VA |
SELL
|
- |
-4.63K- 46.56% |
$2.55M - $2.84M
|
5.31K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.96K- 28.8% |
$4.94M - $5.49M
|
22.1K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
211+ 5.95% |
$116K - $129K
|
3.76K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.19K+ 11.05% |
$2.86M - $3.18M
|
52.1K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
136+ 0.77% |
$75K - $83.4K
|
17.8K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-320- 0.44% |
$176K - $196K
|
72.4K
$42.2M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
538+ 2.03% |
$297K - $330K
|
27K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 8.37% |
$647K - $720K
|
15.2K
$8.85M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
64+ 0.8% |
$35.3K - $39.2K
|
8.09K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.47K- 1.93% |
$810K - $900K
|
74.5K
$43.4M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
992New |
$547K - $608K
|
992
$578K
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-1.6K- 2.83% |
$882K - $981K
|
54.9K
$32M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.96K+ 19.58% |
$2.18M - $2.43M
|
24.2K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.17% |
$7.72K - $8.58K
|
1.21K
$703K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
94+ 0.05% |
$51.8K - $57.6K
|
203K
$119M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
551+ 50.27% |
$304K - $338K
|
1.65K
$960K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-620- 1.54% |
$342K - $380K
|
39.6K
$23.1M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
59+ 3.79% |
$32.5K - $36.2K
|
1.62K
$942K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
750New |
$414K - $460K
|
750
$437K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
215+ 20.69% |
$119K - $132K
|
1.25K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-46- 0.25% |
$25.4K - $28.2K
|
18.6K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.76K - $3.06K
|
1.57K
$916K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-56- 1.51% |
$30.9K - $34.3K
|
3.65K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-965- 2.53% |
$532K - $591K
|
37.2K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
302+ 3.48% |
$167K - $185K
|
8.97K
$5.23M
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
991+ 16.41% |
$546K - $607K
|
7.03K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.3K+ 9.96% |
$20.6M - $22.8M
|
411K
$240M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-110- 1.97% |
$60.7K - $67.4K
|
5.46K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.12K+ 14.18% |
$616K - $685K
|
9K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20K+ 1.54% |
$11.1M - $12.3M
|
1.32M
$772M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
5.5K+ 152.78% |
$3.03M - $3.37M
|
9.1K
$5.3M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.43K+ 0.75% |
$3M - $3.33M
|
733K
$427M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-10K- 68.06% |
$5.54M - $6.16M
|
4.71K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 0.33% |
$32.5K - $36.2K
|
18.2K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-487- 8.59% |
$269K - $298K
|
5.18K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
19+ 4.73% |
$10.5K - $11.6K
|
421
$245K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-133- 13.08% |
$73.3K - $81.5K
|
884
$515K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-178- 1.01% |
$98.2K - $109K
|
17.4K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 0.33% |
$8.27K - $9.19K
|
4.48K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-80- 1.09% |
$44.1K - $49K
|
7.29K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
497+ 6.24% |
$274K - $305K
|
8.46K
$4.93M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-58- 0.99% |
$32K - $35.5K
|
5.81K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.6K- 17.69% |
$13.6M - $15.1M
|
114K
$66.7M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
56+ 0.16% |
$30.9K - $34.3K
|
35.9K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 12.68% |
$749K - $833K
|
12.1K
$7.04M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.89KNew |
$4.35M - $4.83M
|
7.89K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.02K- 34.32% |
$4.42M - $4.91M
|
15.3K
$8.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.16K- 57.92% |
$3.4M - $3.78M
|
4.48K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
87+ 0.96% |
$48K - $53.3K
|
9.11K
$5.31M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-250- 7.94% |
$138K - $153K
|
2.9K
$1.69M
|