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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.32K- 10.81% |
$728K - $810K
|
10.9K
$6.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
874+ 3.48% |
$482K - $536K
|
26K
$14.5M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 8.13% |
$821K - $912K
|
19.8K
$11.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
500+ 6.15% |
$276K - $306K
|
8.63K
$4.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-215- 1.94% |
$119K - $132K
|
10.9K
$6.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.4K+ 117.29% |
$10.1M - $11.3M
|
34K
$19M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
397New |
$219K - $243K
|
397
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-150- 1.32% |
$82.7K - $91.9K
|
11.2K
$6.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
92+ 3.36% |
$50.7K - $56.4K
|
2.83K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.66K- 2.29% |
$1.46M - $1.63M
|
113K
$63.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 2.73% |
$7.17K - $7.97K
|
489
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
685+ 99.71% |
$378K - $420K
|
1.37K
$767K
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-500- 8.39% |
$276K - $306K
|
5.46K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
84+ 0.96% |
$46.3K - $51.5K
|
8.81K
$4.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.05K- 15.84% |
$2.79M - $3.1M
|
26.8K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
139+ 2.4% |
$76.6K - $85.2K
|
5.94K
$3.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-330- 1.53% |
$182K - $202K
|
21.2K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
27+ 2.9% |
$14.9K - $16.5K
|
957
$535K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.62K+ 18.76% |
$3.1M - $3.44M
|
35.6K
$19.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-302- 8.6% |
$167K - $185K
|
3.21K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-52.9K- 7.16% |
$29.2M - $32.5M
|
687K
$384M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5- 0.55% |
$2.76K - $3.06K
|
904
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.13K+ 17.27% |
$621K - $690K
|
7.65K
$4.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
471+ 203.9% |
$260K - $289K
|
702
$393K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-326- 4.24% |
$180K - $200K
|
7.37K
$4.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-101- 12.55% |
$55.7K - $61.9K
|
704
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-477- 6.3% |
$263K - $292K
|
7.09K
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.11% |
$551 - $613
|
873
$488K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
461+ 1.04% |
$254K - $283K
|
44.7K
$25M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
14.8KNew |
$8.18M - $9.09M
|
14.8K
$8.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
218+ 23.34% |
$120K - $134K
|
1.15K
$644K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 3.57% |
$7.72K - $8.58K
|
406
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
128+ 1.46% |
$70.6K - $78.5K
|
8.92K
$4.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.39K+ 75.03% |
$2.97M - $3.3M
|
12.6K
$7.04M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-25- 2.4% |
$13.8K - $15.3K
|
1.02K
$568K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
36+ 1.93% |
$19.9K - $22.1K
|
1.91K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-115- 16.43% |
$63.4K - $70.5K
|
585
$327K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-40- 7.1% |
$22.1K - $24.5K
|
523
$293K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-251- 0.41% |
$138K - $154K
|
60.3K
$33.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 2.0% |
$3.21M - $3.56M
|
297K
$166M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39+ 2.11% |
$21.5K - $23.9K
|
1.89K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-155- 3.94% |
$85.5K - $95K
|
3.78K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.01% |
$551 - $613
|
10.3K
$5.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
568New |
$313K - $348K
|
568
$318K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.95% |
$4.96K - $5.52K
|
942
$527K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.91K+ 21.14% |
$2.71M - $3.01M
|
28.1K
$15.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-593- 6.04% |
$327K - $363K
|
9.22K
$5.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.29K- 4.24% |
$1.81M - $2.02M
|
74.2K
$41.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
434New |
$239K - $266K
|
434
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.7K+ 6.26% |
$937K - $1.04M
|
28.8K
$16.1M
|