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
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.18K+ 190.29% |
$648K - $721K
|
1.79K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-79- 7.16% |
$43.6K - $48.4K
|
1.03K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
770+ 0.81% |
$425K - $472K
|
96K
$56.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.94K+ 3.0% |
$1.07M - $1.19M
|
66.7K
$39.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.44K+ 96.34% |
$5.2M - $5.78M
|
19.2K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.52K+ 5.25% |
$835K - $929K
|
30.4K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
15+ 0.62% |
$8.27K - $9.19K
|
2.44K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
121+ 2.25% |
$66.7K - $74.2K
|
5.49K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-107- 5.8% |
$59K - $65.6K
|
1.74K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
83.4K+ 24.54% |
$46M - $51.1M
|
423K
$251M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-35- 2.34% |
$19.3K - $21.5K
|
1.46K
$866K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6.33KNew |
$3.49M - $3.88M
|
6.33K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.08% |
$6.07K - $6.74K
|
14.6K
$8.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.84K+ 27.07% |
$2.12M - $2.35M
|
18K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
7.9K+ 5.31% |
$4.36M - $4.84M
|
157K
$92.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
15.3K+ 56.22% |
$8.44M - $9.39M
|
42.6K
$25.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.51M- 99.44% |
$1.39B - $1.54B
|
14.2K
$8.44M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.08K+ 130.23% |
$594K - $660K
|
1.9K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
350+ 2.75% |
$193K - $215K
|
13.1K
$7.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
453+ 6.6% |
$250K - $278K
|
7.32K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-6- 0.15% |
$3.31K - $3.68K
|
4.04K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
696K+ 6027.19% |
$384M - $427M
|
708K
$420M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
PUT |
-151K- 13.23% |
$83.5M - $92.8M
|
993K
$589M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.63K+ 6.6% |
$2M - $2.22M
|
58.6K
$34.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-777- 5.14% |
$428K - $476K
|
14.3K
$8.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-245- 4.98% |
$135K - $150K
|
4.67K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.46% |
$5.51K - $6.13K
|
2.18K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 7.62% |
$2.61M - $2.9M
|
57.4K
$34M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.95% |
$57.9K - $64.4K
|
5.49K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-1.1K- 0.41% |
$607K - $674K
|
266K
$157M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-34- 1.15% |
$18.7K - $20.8K
|
2.92K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.76K - $3.06K
|
1.19K
$703K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
114+ 3.51% |
$62.9K - $69.9K
|
3.36K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
575+ 1.28% |
$317K - $352K
|
45.4K
$26.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.41K- 0.64% |
$775K - $862K
|
218K
$129M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
525+ 44.27% |
$289K - $322K
|
1.71K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.02K+ 16.47% |
$560K - $623K
|
7.19K
$4.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-47- 2.28% |
$25.9K - $28.8K
|
2.01K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 57.33% |
$595K - $661K
|
803
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
12+ 0.18% |
$6.62K - $7.36K
|
6.83K
$4.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-30- 1.2% |
$16.5K - $18.4K
|
2.47K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
46+ 2.41% |
$25.4K - $28.2K
|
1.95K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-436- 7.21% |
$240K - $267K
|
5.61K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
7+ 0.61% |
$3.86K - $4.29K
|
1.15K
$680K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.53K- 11.66% |
$2.5M - $2.77M
|
34.3K
$20.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-629- 12.11% |
$347K - $386K
|
4.56K
$2.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3K- 11.53% |
$1.65M - $1.84M
|
23K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-16- 1.53% |
$8.82K - $9.81K
|
1.03K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-2.68K- 10.15% |
$1.48M - $1.65M
|
23.8K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
60+ 4.22% |
$33.1K - $36.8K
|
1.48K
$879K
|