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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
400New |
$221K - $245K
|
400
$233K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
22.5K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
920New |
$507K - $564K
|
920
$536K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
692+ 6.24% |
$382K - $424K
|
11.8K
$6.87M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
581+ 0.47% |
$320K - $356K
|
126K
$73.2M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.06K+ 0.58% |
$583K - $648K
|
183K
$107M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$6.67M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.34K+ 13.59% |
$736K - $818K
|
11.2K
$6.51M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.18KNew |
$652K - $725K
|
1.18K
$690K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-49- 0.22% |
$27K - $30K
|
22.4K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.22K+ 2.16% |
$673K - $748K
|
57.7K
$33.6M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.16% |
$1.1K - $1.23K
|
1.27K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.33K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
970+ 163.3% |
$535K - $595K
|
1.56K
$912K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
538+ 54.02% |
$297K - $330K
|
1.53K
$894K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-331- 3.07% |
$183K - $203K
|
10.5K
$6.09M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.13% |
$551 - $613
|
792
$462K
|
|
|
May 05, 2025
Q1 2025
|
Akuna Securities LLC
Chicago, IL |
SELL
|
- |
-49.6K- 7.11% |
$27.4M - $30.4M
|
648K
$377M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.2K+ 15.85% |
$7.81M - $8.68M
|
104K
$60.3M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
79+ 23.1% |
$43.6K - $48.4K
|
421
$245K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.02K- 34.19% |
$1.67M - $1.85M
|
5.82K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
471+ 8.62% |
$260K - $289K
|
5.93K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.04K- 59.5% |
$575K - $639K
|
710
$414K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-60- 3.81% |
$33.1K - $36.8K
|
1.51K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
836New |
$461K - $512K
|
836
$487K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-944- 3.43% |
$521K - $579K
|
26.6K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.7K- 47.52% |
$30.2M - $33.5M
|
60.4K
$35.2M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-585K- 77.07% |
$323M - $359M
|
174K
$102M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
PUT |
-1.79M- 97.81% |
$987M - $1.1B
|
40K
$23.3M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-109- 2.64% |
$60.1K - $66.8K
|
4.03K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.37K- 1.84% |
$1.86M - $2.07M
|
180K
$105M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1+ 0.23% |
$551 - $613
|
443
$258K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-324- 29.86% |
$179K - $199K
|
761
$444K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.37KNew |
$1.3M - $1.45M
|
2.37K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-116- 6.59% |
$64K - $71.1K
|
1.64K
$958K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.09K- 3.8% |
$1.7M - $1.89M
|
78.2K
$45.6M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-168- 3.29% |
$92.6K - $103K
|
4.94K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-309- 14.55% |
$170K - $189K
|
1.81K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.6K- 0.94% |
$1.98M - $2.2M
|
379K
$221M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
434KNew |
$239M - $266M
|
434K
$253M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
776+ 10.46% |
$428K - $476K
|
8.2K
$4.78M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-768- 29.01% |
$423K - $471K
|
1.88K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
166+ 43.34% |
$91.5K - $102K
|
549
$320K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$551 - $613
|
3.31K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.3% |
$1.1K - $1.23K
|
664
$387K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-288- 5.55% |
$159K - $177K
|
4.9K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-8- 0.04% |
$4.41K - $4.9K
|
18.7K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-121- 0.8% |
$66.7K - $74.2K
|
15.1K
$8.79M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-2.69K- 79.42% |
$1.49M - $1.65M
|
698
$407K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
274+ 16.29% |
$151K - $168K
|
1.96K
$1.14M
|