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 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
849New |
$468K - $520K
|
849
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.06K- 1.04% |
$2.24M - $2.49M
|
388K
$230M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.47K- 48.43% |
$808K - $898K
|
1.56K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-101- 4.06% |
$55.7K - $61.9K
|
2.38K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
65+ 3.2% |
$35.8K - $39.8K
|
2.1K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
23New |
$12.7K - $14.1K
|
23
$13.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.3K- 47.42% |
$6.25M - $6.95M
|
12.6K
$7.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
542+ 0.99% |
$299K - $332K
|
55.4K
$32.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-48.8K- 42.81% |
$26.9M - $29.9M
|
65.2K
$38.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1+ 0.23% |
$551 - $613
|
442
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 1.21% |
$607K - $675K
|
90K
$53.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-104K- 29.15% |
$57.3M - $63.7M
|
253K
$150M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-54- 0.35% |
$29.8K - $33.1K
|
15.4K
$9.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-42- 5.65% |
$23.2K - $25.7K
|
701
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-1- 0.03% |
$551 - $613
|
3.17K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-202- 8.21% |
$111K - $124K
|
2.26K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
PUT |
600+ 150.0% |
$331K - $368K
|
1K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-9- 1.14% |
$4.96K - $5.52K
|
781
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-50- 9.36% |
$27.6K - $30.6K
|
484
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 12.3% |
$34.2K - $38K
|
566
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 0.48% |
$24.8K - $27.6K
|
9.35K
$5.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
150+ 0.76% |
$82.7K - $91.9K
|
20K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-588- 4.89% |
$324K - $360K
|
11.4K
$6.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.81% |
$4.41K - $4.9K
|
990
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
83+ 0.84% |
$45.8K - $50.9K
|
9.94K
$5.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-120- 8.64% |
$66.2K - $73.6K
|
1.27K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 2.17% |
$1.18M - $1.32M
|
101K
$60M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5.69K- 91.72% |
$3.14M - $3.49M
|
513
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
20.1K+ 54.35% |
$11.1M - $12.3M
|
57.1K
$33.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
190+ 1.41% |
$105K - $116K
|
13.7K
$8.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
11+ 2.66% |
$6.07K - $6.74K
|
425
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
20+ 0.65% |
$11K - $12.3K
|
3.1K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.65K - $1.84K
|
1.07K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
368+ 2.84% |
$203K - $226K
|
13.3K
$7.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-87- 2.7% |
$48K - $53.3K
|
3.14K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-111- 7.83% |
$61.2K - $68K
|
1.31K
$775K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58.7K+ 6.64% |
$32.4M - $36M
|
942K
$559M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.45K+ 20.11% |
$797K - $886K
|
8.63K
$5.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-387- 0.25% |
$213K - $237K
|
153K
$90.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
12.4K+ 68.51% |
$6.84M - $7.6M
|
30.5K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6- 0.54% |
$3.31K - $3.68K
|
1.1K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-58- 2.62% |
$32K - $35.5K
|
2.16K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-151- 2.19% |
$83.3K - $92.6K
|
6.74K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-379- 25.92% |
$209K - $232K
|
1.08K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-184- 0.61% |
$101K - $113K
|
30.2K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
14K
$8.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.3K+ 1.44% |
$717K - $797K
|
91.5K
$54.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.02K+ 8.67% |
$560K - $622K
|
12.7K
$7.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.36K- 15.45% |
$4.06M - $4.51M
|
40.3K
$23.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.45% |
$1.65K - $1.84K
|
664
$394K
|