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
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$7.17K - $7.97K
|
3.64K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-11- 1.06% |
$6.07K - $6.74K
|
1.02K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
285+ 8.51% |
$157K - $175K
|
3.64K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
588+ 8.39% |
$324K - $360K
|
7.59K
$4.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$2.76K - $3.06K
|
18.1K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25- 0.66% |
$13.8K - $15.3K
|
3.77K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
753+ 2.03% |
$415K - $462K
|
37.9K
$22.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
4.57K+ 9.12% |
$2.52M - $2.8M
|
54.6K
$32.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
130+ 5.98% |
$71.7K - $79.7K
|
2.31K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-9- 0.18% |
$4.96K - $5.52K
|
5.01K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.12K- 15.31% |
$1.17M - $1.3M
|
11.7K
$6.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.57K- 1.89% |
$2.52M - $2.8M
|
237K
$141M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
425New |
$234K - $260K
|
425
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
239+ 2.78% |
$132K - $146K
|
8.84K
$5.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 0.65% |
$160K - $178K
|
44.7K
$26.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.53K- 2.52% |
$1.39M - $1.55M
|
97.6K
$57.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
419+ 2.43% |
$231K - $257K
|
17.7K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.12% |
$5.51K - $6.13K
|
8.1K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-89- 1.87% |
$49.1K - $54.6K
|
4.68K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-112- 14.8% |
$61.8K - $68.6K
|
645
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-153- 0.78% |
$84.4K - $93.8K
|
19.5K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 0.88% |
$11.6K - $12.9K
|
2.37K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-41- 0.02% |
$22.6K - $25.1K
|
191K
$113M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.57% |
$22.6K - $25.1K
|
7.25K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-468- 4.03% |
$258K - $287K
|
11.1K
$6.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-40- 1.88% |
$22.1K - $24.5K
|
2.08K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
93+ 0.7% |
$51.3K - $57K
|
13.4K
$7.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2+ 0.22% |
$1.1K - $1.23K
|
932
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
171+ 4.3% |
$94.3K - $105K
|
4.15K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
253+ 7.65% |
$140K - $155K
|
3.56K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$1.65K - $1.84K
|
2.55K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
947+ 132.63% |
$522K - $580K
|
1.66K
$985K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-195- 6.43% |
$108K - $120K
|
2.84K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
29+ 2.75% |
$16K - $17.8K
|
1.08K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
8.55KNew |
$4.72M - $5.24M
|
8.55K
$5.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11.8K- 96.61% |
$6.48M - $7.21M
|
413
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-44- 1.94% |
$24.3K - $27K
|
2.23K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.05K+ 8.57% |
$580K - $645K
|
13.3K
$7.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-25- 2.44% |
$13.8K - $15.3K
|
1K
$593K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.45K+ 3.02% |
$801K - $890K
|
49.6K
$29.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-884- 5.54% |
$487K - $542K
|
15.1K
$8.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-73- 0.64% |
$40.3K - $44.7K
|
11.3K
$6.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.36K+ 228.31% |
$752K - $835K
|
1.96K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.47K- 14.44% |
$1.91M - $2.13M
|
20.6K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-457- 1.47% |
$252K - $280K
|
30.6K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
969+ 146.37% |
$534K - $594K
|
1.63K
$967K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 34.15% |
$7.47M - $8.31M
|
26.1K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
PUT |
8.2KNew |
$4.52M - $5.03M
|
8.2K
$4.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
157+ 2.62% |
$86.6K - $96.2K
|
6.14K
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
389+ 4.09% |
$215K - $238K
|
9.91K
$5.87M
|