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
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
38+ 1.68% |
$21K - $23.3K
|
2.3K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.76K - $3.06K
|
1.68K
$997K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
726+ 3.41% |
$400K - $445K
|
22K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.4K
$4.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
547New |
$302K - $335K
|
547
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-18.3K- 99.18% |
$10.1M - $11.2M
|
150
$88.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 0.52% |
$4.41K - $4.9K
|
1.53K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
61+ 2.16% |
$33.6K - $37.4K
|
2.89K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-234- 2.28% |
$129K - $143K
|
10K
$5.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-656- 8.36% |
$362K - $402K
|
7.19K
$4.26M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.42K- 7.52% |
$781K - $869K
|
17.4K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
585+ 0.53% |
$323K - $359K
|
112K
$66.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-9- 4.66% |
$4.96K - $5.52K
|
184
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
380+ 17.67% |
$210K - $233K
|
2.53K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-193- 2.16% |
$106K - $118K
|
8.74K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.85K+ 223.78% |
$3.23M - $3.59M
|
8.47K
$5.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.8K+ 26.58% |
$1.54M - $1.72M
|
13.3K
$7.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
23+ 0.62% |
$12.7K - $14.1K
|
3.75K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.17K- 9.48% |
$1.2M - $1.33M
|
20.7K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-298- 9.41% |
$164K - $183K
|
2.87K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
515+ 0.38% |
$284K - $316K
|
135K
$79.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-46- 3.7% |
$25.4K - $28.2K
|
1.2K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.57K+ 7.68% |
$865K - $962K
|
22K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.58% |
$789K - $877K
|
24.2K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14K- 25.44% |
$7.73M - $8.6M
|
41.1K
$24.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$551 - $613
|
742
$440K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 5.7% |
$8.27K - $9.19K
|
278
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-233- 4.4% |
$128K - $143K
|
5.06K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
4.96K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-576- 45.5% |
$318K - $353K
|
690
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
88+ 8.69% |
$48.5K - $53.9K
|
1.1K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.55K+ 91.3% |
$856K - $952K
|
3.25K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-89- 6.44% |
$49.1K - $54.6K
|
1.29K
$766K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.94K- 58.62% |
$1.07M - $1.19M
|
1.37K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.07% |
$551 - $613
|
1.53K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.27K+ 32.63% |
$698K - $775K
|
5.14K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-85- 1.16% |
$46.9K - $52.1K
|
7.26K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-21- 2.9% |
$11.6K - $12.9K
|
702
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.23% |
$1.65K - $1.84K
|
1.28K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
45+ 9.83% |
$24.8K - $27.6K
|
503
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 165.69% |
$1.87M - $2.08M
|
5.44K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.3K+ 4.38% |
$715K - $795K
|
30.9K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.22% |
$11K - $12.3K
|
9.13K
$5.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-15- 0.82% |
$8.27K - $9.19K
|
1.82K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2- 0.48% |
$1.1K - $1.23K
|
418
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-276- 19.97% |
$152K - $169K
|
1.11K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1- 0.19% |
$551 - $613
|
534
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$551 - $613
|
1.38K
$819K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-15- 1.02% |
$8.27K - $9.19K
|
1.46K
$864K
|