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 22, 2025
Q1 2025
|
Ucla Foundation
Los Angeles, CA |
SELL
|
- |
-48.6K- 22.5% |
$26.8M - $29.8M
|
167K
$99.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30K- 27.32% |
$16.6M - $18.4M
|
79.9K
$47.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.04K+ 17.98% |
$576K - $640K
|
6.85K
$4.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-151- 0.7% |
$83.3K - $92.6K
|
21.6K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.74% |
$6.07K - $6.74K
|
1.48K
$879K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 2.6% |
$567K - $631K
|
40.6K
$24.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
11.8K+ 4.37% |
$6.5M - $7.23M
|
282K
$167M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.71K- 55.65% |
$5.35M - $5.95M
|
7.74K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 17.24% |
$711K - $790K
|
6.19K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-30- 0.45% |
$16.5K - $18.4K
|
6.61K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 16.1% |
$55.1K - $61.3K
|
721
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
579+ 2.38% |
$319K - $355K
|
24.9K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
20+ 3.67% |
$11K - $12.3K
|
565
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-448- 29.51% |
$247K - $275K
|
1.07K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3New |
$1.65K - $1.84K
|
3
$1.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-426- 9.96% |
$235K - $261K
|
3.85K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$10.5K - $11.6K
|
7.35K
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.46K- 12.58% |
$3.56M - $3.96M
|
44.9K
$26.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
539New |
$297K - $330K
|
539
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.05K+ 63.35% |
$580K - $644K
|
2.71K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
63+ 1.06% |
$34.7K - $38.6K
|
6.02K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
CALL |
11.9KNew |
$6.56M - $7.29M
|
11.9K
$7.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
274+ 10.9% |
$151K - $168K
|
2.79K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
714+ 138.91% |
$394K - $438K
|
1.23K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.72% |
$790K - $878K
|
28.9K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
17New |
$9.37K - $10.4K
|
17
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 1.87% |
$9.93K - $11K
|
980
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.5K- 95.75% |
$7.44M - $8.27M
|
598
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-599- 7.22% |
$330K - $367K
|
7.7K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-139K- 82.89% |
$76.5M - $85.1M
|
28.7K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$551 - $613
|
410
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-172- 6.7% |
$94.8K - $105K
|
2.4K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.37K+ 3.53% |
$758K - $842K
|
40.3K
$23.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-357- 4.95% |
$197K - $219K
|
6.85K
$4.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
71+ 6.85% |
$39.2K - $43.5K
|
1.11K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-56- 6.93% |
$30.9K - $34.3K
|
752
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
51+ 2.62% |
$28.1K - $31.3K
|
2K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.42K+ 10.91% |
$785K - $873K
|
14.5K
$8.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
PUT |
-2.3K- 23.0% |
$1.27M - $1.41M
|
7.7K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.56K- 1.61% |
$859K - $955K
|
95.3K
$56.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
967+ 4.04% |
$533K - $593K
|
24.9K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-7- 0.67% |
$3.86K - $4.29K
|
1.03K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.41K- 12.5% |
$776K - $862K
|
9.85K
$5.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-559- 1.37% |
$308K - $343K
|
40.1K
$23.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
500+ 100.0% |
$276K - $306K
|
1K
$593K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7K+ 14.25% |
$8.66M - $9.63M
|
126K
$74.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16K+ 27.05% |
$8.82M - $9.8M
|
75.1K
$44.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.04K+ 89.78% |
$1.12M - $1.25M
|
4.31K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
846+ 5.34% |
$467K - $519K
|
16.7K
$9.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 0.48% |
$17.1K - $19K
|
6.47K
$3.83M
|