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 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-128- 6.79% |
$70.6K - $78.5K
|
1.76K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-567- 50.67% |
$313K - $348K
|
552
$322K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.3K+ 13.87% |
$13.4M - $14.9M
|
200K
$116M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$551 - $613
|
757
$441K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-21- 1.27% |
$11.6K - $12.9K
|
1.63K
$950K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.17K+ 2.72% |
$642K - $714K
|
44K
$25.6M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
97+ 6.44% |
$53.5K - $59.5K
|
1.6K
$935K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
123K+ 124.46% |
$67.9M - $75.4M
|
222K
$129M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-719- 1.24% |
$396K - $441K
|
57.1K
$33.3M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7+ 0.97% |
$3.86K - $4.29K
|
729
$425K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 1.17% |
$55.1K - $61.3K
|
8.66K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.24K- 31.84% |
$4.54M - $5.05M
|
17.6K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 60.6% |
$6.31M - $7.01M
|
7.44K
$4.33M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15- 0.37% |
$8.27K - $9.19K
|
3.99K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.37K+ 20.53% |
$2.41M - $2.68M
|
25.7K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
PUT |
14.4K+ 7200.0% |
$7.94M - $8.83M
|
14.6K
$8.51M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-237- 14.67% |
$131K - $145K
|
1.38K
$803K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.74K+ 1.43% |
$1.51M - $1.68M
|
194K
$113M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10.9K- 15.7% |
$5.98M - $6.65M
|
58.3K
$34M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$551 - $613
|
395
$230K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
90+ 7.29% |
$49.6K - $55.2K
|
1.32K
$772K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
927+ 2.42% |
$511K - $568K
|
39.2K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.85K- 22.02% |
$1.57M - $1.74M
|
10.1K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-140- 2.73% |
$77.2K - $85.8K
|
4.99K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-22.7K- 64.86% |
$12.5M - $13.9M
|
12.3K
$7.16M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10K+ 1.91% |
$5.53M - $6.14M
|
535K
$312M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-52- 27.37% |
$28.7K - $31.9K
|
138
$80.4K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
331+ 27.84% |
$183K - $203K
|
1.52K
$886K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
PUT |
-17.5K- 35.57% |
$9.65M - $10.7M
|
31.7K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-29- 0.05% |
$16K - $17.8K
|
63.5K
$37M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-178- 8.97% |
$98.2K - $109K
|
1.81K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-337- 20.55% |
$186K - $207K
|
1.3K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
5.11K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-13.8K- 69.46% |
$7.6M - $8.44M
|
6.06K
$3.53M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
73+ 10.88% |
$40.3K - $44.7K
|
744
$434K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-244- 1.06% |
$135K - $150K
|
22.7K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
285+ 12.21% |
$157K - $175K
|
2.62K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
1.11KNew |
$613K - $681K
|
1.11K
$648K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 12.59% |
$1.04M - $1.15M
|
16.8K
$9.81M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-121- 0.6% |
$66.7K - $74.2K
|
20K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-4.03K- 8.67% |
$2.22M - $2.47M
|
42.4K
$24.7M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-198- 4.89% |
$109K - $121K
|
3.85K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.17% |
$3.86K - $4.29K
|
4.08K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.14K- 12.36% |
$1.73M - $1.93M
|
22.3K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-14.7K- 97.21% |
$8.09M - $9M
|
421
$245K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
230+ 7.44% |
$127K - $141K
|
3.32K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-88- 5.32% |
$48.5K - $53.9K
|
1.57K
$912K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-361- 3.97% |
$199K - $221K
|
8.74K
$5.09M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$11K - $12.3K
|
22.2K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
869+ 9.29% |
$479K - $533K
|
10.2K
$5.96M
|