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 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-62- 1.72% |
$34.2K - $38K
|
3.55K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$3.31K - $3.68K
|
1.84K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
23.9K+ 34.75% |
$13.2M - $14.6M
|
92.5K
$58.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 0.12% |
$78.9K - $87.6K
|
120K
$75.4M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-65- 12.33% |
$35.8K - $39.8K
|
462
$290K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.25% |
$551 - $613
|
409
$257K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.76KNew |
$972K - $1.08M
|
1.76K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-256- 0.01% |
$141K - $157K
|
1.9M
$1.19B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-8.9K- 60.14% |
$4.91M - $5.46M
|
5.9K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 0.28% |
$108K - $120K
|
69K
$43.4M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
360+ 0.21% |
$199K - $221K
|
174K
$109M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
153+ 4.23% |
$84.4K - $93.8K
|
3.77K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-316- 4.78% |
$174K - $194K
|
6.29K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-117- 8.33% |
$64.5K - $71.7K
|
1.29K
$809K
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
400New |
$221K - $245K
|
400
$252K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.08K- 23.08% |
$1.14M - $1.27M
|
6.91K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-56.7K- 84.82% |
$31.2M - $34.7M
|
10.1K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-11K- 43.6% |
$6.08M - $6.76M
|
14.3K
$8.97M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-34- 4.96% |
$18.7K - $20.8K
|
651
$409K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-57- 2.9% |
$31.4K - $34.9K
|
1.91K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
CALL |
5.6KNew |
$3.09M - $3.43M
|
5.6K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.25K+ 2.43% |
$689K - $766K
|
52.7K
$33.1M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
119New |
$65.6K - $72.9K
|
119
$74.8K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.9K+ 115.38% |
$8.23M - $9.15M
|
27.9K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
64+ 33.68% |
$35.3K - $39.2K
|
254
$160K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$551 - $613
|
453
$285K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-318- 0.92% |
$175K - $195K
|
34.3K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-116- 4.11% |
$64K - $71.1K
|
2.7K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
81KNew |
$44.6M - $49.6M
|
81K
$50.9M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
CALL |
-3K- 41.67% |
$1.65M - $1.84M
|
4.2K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-25- 1.5% |
$13.8K - $15.3K
|
1.64K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
6.09K+ 36.84% |
$3.36M - $3.73M
|
22.6K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
48.7K+ 23.3% |
$26.9M - $29.9M
|
258K
$162M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.2K- 0.77% |
$17.7M - $19.7M
|
4.14M
$2.61B
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
52.7K+ 89.5% |
$29.1M - $32.3M
|
112K
$70.2M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-61- 1.58% |
$33.6K - $37.4K
|
3.8K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.7K- 2.71% |
$30.2M - $33.5M
|
1.96M
$1.23B
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.9K- 2.33% |
$2.7M - $3M
|
205K
$129M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-69- 0.63% |
$38K - $42.3K
|
11K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.1K+ 13.46% |
$2.26M - $2.51M
|
34.5K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.33K- 1.78% |
$734K - $816K
|
73.3K
$46.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.7K+ 4.23% |
$19.1M - $21.3M
|
854K
$537M
|
|
|
May 09, 2025
Q1 2025
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
3.5KNew |
$1.93M - $2.15M
|
3.5K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.47K- 2.77% |
$1.36M - $1.51M
|
86.7K
$54.5M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-800- 0.42% |
$441K - $490K
|
190K
$119M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-45.9K- 60.91% |
$25.3M - $28.2M
|
29.5K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
760+ 7.44% |
$419K - $466K
|
11K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
774+ 32.38% |
$427K - $474K
|
3.16K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-680- 9.01% |
$375K - $417K
|
6.87K
$4.32M
|