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 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.81K+ 7.06% |
$1.55M - $1.72M
|
42.5K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2- 0.3% |
$1.1K - $1.23K
|
668
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2+ 0.3% |
$1.1K - $1.23K
|
670
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
226+ 44.84% |
$125K - $139K
|
730
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
633+ 0.87% |
$349K - $388K
|
73.6K
$42.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.27% |
$551 - $613
|
378
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-966- 3.0% |
$533K - $592K
|
31.2K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
791+ 25.07% |
$436K - $485K
|
3.95K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-17.5K- 3.63% |
$9.63M - $10.7M
|
463K
$270M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 8.31% |
$1.24M - $1.38M
|
24.8K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.31K+ 11.76% |
$723K - $804K
|
12.5K
$7.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 0.12% |
$13.8K - $15.3K
|
21.2K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
9.1K+ 61.07% |
$5.02M - $5.58M
|
24K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.4K- 17.93% |
$9.03M - $10M
|
75K
$43.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
PUT |
-200- 22.22% |
$110K - $123K
|
700
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26+ 2.37% |
$14.3K - $15.9K
|
1.12K
$654K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.3K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-592- 14.77% |
$326K - $363K
|
3.42K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-349- 2.92% |
$192K - $214K
|
11.6K
$6.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
30+ 0.4% |
$16.5K - $18.4K
|
7.47K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
97+ 0.57% |
$53.5K - $59.5K
|
17K
$9.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.1K- 11.35% |
$3.91M - $4.35M
|
55.4K
$32.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
130+ 4.0% |
$71.7K - $79.7K
|
3.38K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3K- 0.89% |
$1.65M - $1.84M
|
333K
$194M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-473- 21.42% |
$261K - $290K
|
1.74K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
651New |
$359K - $399K
|
651
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.53K+ 14.9% |
$2.5M - $2.78M
|
35K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.73K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-74- 7.86% |
$40.8K - $45.4K
|
868
$506K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-104- 7.95% |
$57.3K - $63.7K
|
1.2K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
PUT |
27.5KNew |
$15.2M - $16.9M
|
27.5K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.08K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 7.64% |
$9.56M - $10.6M
|
210K
$122M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4+ 0.18% |
$2.21K - $2.45K
|
2.2K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
115+ 2.46% |
$63.4K - $70.5K
|
4.78K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.05K+ 4.89% |
$577K - $641K
|
22.4K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-854- 7.78% |
$471K - $523K
|
10.1K
$5.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-6.34K- 79.77% |
$3.5M - $3.89M
|
1.61K
$937K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
364+ 6.81% |
$201K - $223K
|
5.71K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.5K+ 299.2% |
$828K - $921K
|
2K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-387- 2.23% |
$213K - $237K
|
17K
$9.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.07% |
$5.51K - $6.13K
|
15.2K
$8.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
315+ 14.81% |
$174K - $193K
|
2.44K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.91K- 81.85% |
$2.15M - $2.39M
|
866
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-146- 4.24% |
$80.5K - $89.5K
|
3.3K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-373- 0.83% |
$206K - $229K
|
44.8K
$26.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-815- 37.77% |
$449K - $500K
|
1.34K
$783K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.18K- 9.1% |
$648K - $720K
|
11.7K
$6.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-505- 3.58% |
$278K - $310K
|
13.6K
$7.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-54- 2.71% |
$29.8K - $33.1K
|
1.94K
$1.13M
|