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 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-15- 3.56% |
$8.27K - $9.19K
|
406
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
660New |
$364K - $405K
|
660
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-900- 23.68% |
$496K - $552K
|
2.9K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
715+ 59.48% |
$394K - $438K
|
1.92K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725+ 2.18% |
$400K - $444K
|
34K
$20.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-151K- 29.53% |
$83.2M - $92.5M
|
360K
$213M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 14.29% |
$138K - $153K
|
1.5K
$889K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-114- 1.94% |
$62.9K - $69.9K
|
5.76K
$3.42M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$1.21M - $1.35M
|
2.2K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-620- 1.16% |
$342K - $380K
|
53K
$31.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
202+ 27.82% |
$111K - $124K
|
928
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-581- 1.23% |
$320K - $356K
|
46.6K
$27.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4+ 0.48% |
$2.21K - $2.45K
|
832
$493K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11+ 0.25% |
$6.07K - $6.74K
|
4.47K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
481+ 2.41% |
$265K - $295K
|
20.4K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.27K- 2.26% |
$700K - $778K
|
55K
$32.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.6% |
$887K - $986K
|
15.5K
$9.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
426+ 6.73% |
$235K - $261K
|
6.75K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.84K- 11.45% |
$3.77M - $4.19M
|
52.9K
$31.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-13.7K- 93.37% |
$7.56M - $8.4M
|
973
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 1.1% |
$13.2K - $14.7K
|
2.21K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26.6K- 55.56% |
$14.6M - $16.3M
|
21.2K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
62+ 5.22% |
$34.2K - $38K
|
1.25K
$740K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
36+ 4.05% |
$19.9K - $22.1K
|
924
$548K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
189+ 27.23% |
$104K - $116K
|
883
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
SELL
|
- |
-50K- 96.34% |
$27.6M - $30.7M
|
1.9K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.16% |
$551 - $613
|
617
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.66K+ 61.88% |
$916K - $1.02M
|
4.35K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5- 1.7% |
$2.76K - $3.06K
|
289
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-10- 2.03% |
$5.51K - $6.13K
|
482
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-155- 4.35% |
$85.5K - $95K
|
3.41K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.24% |
$2.21K - $2.45K
|
1.67K
$990K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-180- 8.52% |
$99.3K - $110K
|
1.93K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22.1K- 50.42% |
$12.2M - $13.6M
|
21.8K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 0.97% |
$22.1K - $24.5K
|
4.09K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 1.84% |
$13.8K - $15.3K
|
1.33K
$790K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-23- 0.19% |
$12.7K - $14.1K
|
11.8K
$7M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-547- 46.91% |
$302K - $335K
|
619
$367K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-37- 0.22% |
$20.4K - $22.7K
|
17.1K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-363- 0.31% |
$200K - $222K
|
117K
$69.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-18- 3.7% |
$9.93K - $11K
|
468
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
9.99K
$5.92M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17.4K- 73.85% |
$9.57M - $10.6M
|
6.14K
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-34.1K- 63.77% |
$18.8M - $20.9M
|
19.4K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
887+ 5.63% |
$489K - $544K
|
16.6K
$9.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-172- 9.57% |
$94.8K - $105K
|
1.63K
$964K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
44+ 0.92% |
$24.3K - $27K
|
4.85K
$2.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 8.92% |
$404K - $449K
|
7.47K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14K- 64.33% |
$7.72M - $8.58M
|
7.76K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.99K+ 6.7% |
$1.09M - $1.22M
|
31.6K
$18.7M
|