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 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-130- 15.93% |
$71.7K - $79.7K
|
686
$400K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-188- 19.09% |
$104K - $115K
|
797
$465K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
CALL |
2K+ 66.67% |
$1.1M - $1.23M
|
5K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 4.58% |
$130K - $145K
|
5.39K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-22.2K- 52.92% |
$12.2M - $13.6M
|
19.8K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267+ 3.26% |
$147K - $164K
|
8.45K
$4.92M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.23% |
$1.1K - $1.23K
|
877
$511K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
159+ 6.22% |
$87.7K - $97.5K
|
2.71K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
183+ 21.21% |
$101K - $112K
|
1.05K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.96K+ 1.79% |
$2.18M - $2.43M
|
225K
$131M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.77K+ 612.39% |
$1.53M - $1.7M
|
3.22K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-61- 2.89% |
$33.6K - $37.4K
|
2.05K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
115+ 3.86% |
$63.4K - $70.5K
|
3.09K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-412- 18.58% |
$227K - $253K
|
1.81K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
64+ 12.17% |
$35.3K - $39.2K
|
590
$344K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
131+ 3.96% |
$72.2K - $80.3K
|
3.44K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-117- 5.6% |
$64.5K - $71.7K
|
1.97K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-221- 7.41% |
$122K - $135K
|
2.76K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-992- 5.11% |
$547K - $608K
|
18.4K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 3.87% |
$54K - $60.1K
|
2.63K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.11K+ 44.0% |
$1.16M - $1.29M
|
6.91K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 7.58% |
$5.51K - $6.13K
|
122
$71.1K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
187+ 9.94% |
$103K - $115K
|
2.07K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
51+ 14.7% |
$28.1K - $31.3K
|
398
$232K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-241- 7.92% |
$133K - $148K
|
2.8K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 6.06% |
$1.1K - $1.23K
|
31
$18.1K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
153+ 2.19% |
$84.4K - $93.8K
|
7.13K
$4.16M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-680- 3.73% |
$375K - $417K
|
17.6K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.72% |
$29.8K - $33.1K
|
1.09K
$636K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-532- 1.51% |
$293K - $326K
|
34.8K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.33K- 7.64% |
$2.39M - $2.65M
|
52.3K
$30.5M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-749- 23.1% |
$413K - $459K
|
2.49K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.01% |
$551 - $613
|
7.12K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29.3K- 25.08% |
$16.2M - $18M
|
87.6K
$51M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21+ 2.34% |
$11.6K - $12.9K
|
919
$536K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12.7K- 34.51% |
$6.99M - $7.77M
|
24.1K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.1K+ 37.76% |
$1.16M - $1.29M
|
7.65K
$4.46M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.9K- 6.29% |
$7.11M - $7.9M
|
192K
$112M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.46K+ 0.54% |
$807K - $897K
|
273K
$159M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.67K- 1.04% |
$2.58M - $2.86M
|
444K
$259M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
634+ 1.75% |
$350K - $389K
|
36.8K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.73K+ 3.76% |
$2.61M - $2.9M
|
131K
$76.1M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
162+ 0.99% |
$89.3K - $99.3K
|
16.5K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.61K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-81- 1.49% |
$44.7K - $49.6K
|
5.34K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.67K+ 116.57% |
$3.13M - $3.48M
|
10.5K
$6.14M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.87K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.95% |
$77.8K - $86.4K
|
14.7K
$8.55M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-456- 27.99% |
$251K - $279K
|
1.17K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.36K+ 1.34% |
$2.4M - $2.67M
|
329K
$192M
|