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 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
355+ 0.96% |
$196K - $218K
|
37.2K
$22M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.19K+ 3.53% |
$1.2M - $1.34M
|
64K
$38M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.28K- 25.64% |
$5.12M - $5.69M
|
26.9K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
76+ 11.82% |
$41.9K - $46.6K
|
719
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
220+ 1.62% |
$121K - $135K
|
13.8K
$8.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.3K- 32.57% |
$10.1M - $11.2M
|
37.8K
$22.4M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-8.62K- 26.88% |
$4.75M - $5.28M
|
23.4K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
84+ 1.48% |
$46.3K - $51.5K
|
5.77K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.36K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 5.13% |
$6.62K - $7.36K
|
222
$132K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.09K- 3.33% |
$3.91M - $4.35M
|
206K
$122M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 0.69% |
$14.9K - $16.5K
|
3.86K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-940- 6.6% |
$518K - $576K
|
13.3K
$7.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-449- 2.02% |
$248K - $275K
|
21.8K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
622+ 0.92% |
$343K - $381K
|
68.5K
$40.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.18K- 12.92% |
$1.2M - $1.33M
|
14.7K
$8.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-98- 0.53% |
$54K - $60.1K
|
18.5K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-280- 7.84% |
$154K - $172K
|
3.29K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
241+ 1.24% |
$133K - $148K
|
19.6K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
26+ 0.63% |
$14.3K - $15.9K
|
4.17K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
312+ 0.81% |
$172K - $191K
|
39K
$23.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.32K- 24.35% |
$1.83M - $2.03M
|
10.3K
$6.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.42K- 51.94% |
$2.43M - $2.71M
|
4.09K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.81% |
$650K - $723K
|
4.77K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
10.4KNew |
$5.72M - $6.36M
|
10.4K
$6.15M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
212+ 0.87% |
$117K - $130K
|
24.5K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107+ 0.5% |
$59K - $65.6K
|
21.5K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
5.98K
$3.54M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.64K+ 3.17% |
$1.45M - $1.62M
|
85.7K
$50.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 0.64% |
$3.73M - $4.14M
|
1.05M
$620M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-655- 19.61% |
$361K - $401K
|
2.69K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 24.67% |
$10.6M - $11.8M
|
58.6K
$34.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-114- 2.6% |
$62.9K - $69.9K
|
4.26K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.15% |
$551 - $613
|
653
$387K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
145+ 0.51% |
$80K - $88.9K
|
28.8K
$17M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48+ 28.07% |
$26.5K - $29.4K
|
219
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-48- 27.59% |
$26.5K - $29.4K
|
126
$74.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
63.1KNew |
$34.8M - $38.7M
|
63.1K
$37.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.75K+ 12.65% |
$2.07M - $2.3M
|
33.4K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
4.32K+ 72.14% |
$2.38M - $2.65M
|
10.3K
$6.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-50- 1.83% |
$27.6K - $30.6K
|
2.68K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.03K- 18.17% |
$566K - $629K
|
4.62K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 0.42% |
$4.41K - $4.9K
|
1.9K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13+ 1.03% |
$7.17K - $7.97K
|
1.28K
$759K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-159- 5.32% |
$87.7K - $97.5K
|
2.83K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
76+ 15.14% |
$41.9K - $46.6K
|
578
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
200+ 43.96% |
$110K - $123K
|
655
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-146- 4.98% |
$80.5K - $89.5K
|
2.79K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-409- 1.43% |
$226K - $251K
|
28.1K
$16.7M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
14+ 2.02% |
$7.72K - $8.58K
|
707
$419K
|