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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
PUT |
-1.3K- 72.22% |
$717K - $797K
|
500
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
455New |
$251K - $279K
|
455
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
337+ 5.2% |
$186K - $207K
|
6.82K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
4.28K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
495+ 1.17% |
$273K - $303K
|
42.8K
$24.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
PUT |
1K+ 27.78% |
$551K - $613K
|
4.6K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
341New |
$188K - $209K
|
341
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
PUT |
-11.5K- 47.92% |
$6.34M - $7.05M
|
12.5K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
233New |
$128K - $143K
|
233
$136K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
882+ 2.19% |
$486K - $541K
|
41.1K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.43K- 23.07% |
$789K - $877K
|
4.77K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-15.3K- 13.04% |
$8.44M - $9.38M
|
102K
$59.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
59+ 2.07% |
$32.5K - $36.2K
|
2.91K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
27.2K+ 299.13% |
$15M - $16.7M
|
36.3K
$21.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
805+ 7.69% |
$444K - $493K
|
11.3K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
49+ 1.85% |
$27K - $30K
|
2.7K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
366+ 3.51% |
$202K - $224K
|
10.8K
$6.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.06K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-76- 2.21% |
$41.9K - $46.6K
|
3.37K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 3.47% |
$17.1K - $19K
|
924
$539K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-134- 2.55% |
$73.9K - $82.1K
|
5.11K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.04K+ 8.18% |
$576K - $640K
|
13.8K
$8.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.08% |
$8.27K - $9.19K
|
17.8K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 1.98% |
$1.1M - $1.22M
|
98.7K
$57.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-26- 3.88% |
$14.3K - $15.9K
|
644
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-163- 3.35% |
$89.9K - $99.9K
|
4.7K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-60- 2.17% |
$33.1K - $36.8K
|
2.7K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
33.2K+ 551.59% |
$18.3M - $20.3M
|
39.2K
$22.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-23- 2.14% |
$12.7K - $14.1K
|
1.05K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-913- 14.29% |
$503K - $560K
|
5.48K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 1.71% |
$39.7K - $44.1K
|
4.13K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-41- 3.82% |
$22.6K - $25.1K
|
1.03K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
509New |
$281K - $312K
|
509
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.98% |
$8.27K - $9.19K
|
1.55K
$905K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
159New |
$87.7K - $97.5K
|
159
$92.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-936- 50.54% |
$516K - $574K
|
916
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-164K- 6.0% |
$90.5M - $101M
|
2.57M
$1.5B
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
418New |
$230K - $256K
|
418
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
70+ 1.08% |
$38.6K - $42.9K
|
6.54K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
190+ 2.04% |
$105K - $116K
|
9.5K
$5.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-33.7K- 60.56% |
$18.6M - $20.6M
|
21.9K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 3.05% |
$644K - $715K
|
37.1K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-10K- 4.63% |
$5.51M - $6.13M
|
206K
$120M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-89- 5.11% |
$49.1K - $54.6K
|
1.65K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-7.35K- 3.33% |
$4.05M - $4.51M
|
213K
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.91% |
$44.7K - $49.6K
|
8.78K
$5.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.1K+ 3.42% |
$2.26M - $2.51M
|
124K
$72.3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-99- 0.09% |
$54.6K - $60.7K
|
107K
$62.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.61K- 41.64% |
$3.64M - $4.05M
|
9.26K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-12- 0.27% |
$6.62K - $7.36K
|
4.44K
$2.59M
|