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 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-21- 1.07% |
$11.6K - $12.9K
|
1.95K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-73.9K- 23.28% |
$40.8M - $45.3M
|
244K
$144M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
728+ 16.71% |
$401K - $446K
|
5.08K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.93K- 48.21% |
$1.61M - $1.79M
|
3.14K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-220- 20.22% |
$121K - $135K
|
868
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-261- 10.65% |
$144K - $160K
|
2.19K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-727- 1.54% |
$401K - $446K
|
46.6K
$27.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-32- 1.52% |
$17.6K - $19.6K
|
2.07K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-34- 4.24% |
$18.7K - $20.8K
|
768
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-217- 1.89% |
$120K - $133K
|
11.3K
$6.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-56- 5.94% |
$30.9K - $34.3K
|
887
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-241- 21.05% |
$133K - $148K
|
904
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-62- 35.03% |
$34.2K - $38K
|
115
$68.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
91+ 10.73% |
$50.2K - $55.8K
|
939
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 10.14% |
$880K - $978K
|
14.1K
$8.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
205+ 12.02% |
$113K - $126K
|
1.91K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
181+ 4.95% |
$99.8K - $111K
|
3.84K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
728+ 102.25% |
$401K - $446K
|
1.44K
$854K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
65+ 2.82% |
$35.8K - $39.8K
|
2.37K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
199+ 4.71% |
$110K - $122K
|
4.43K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
604+ 6.65% |
$333K - $370K
|
9.69K
$5.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.82% |
$1.65K - $1.84K
|
368
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
304+ 15.4% |
$168K - $186K
|
2.28K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-573- 3.77% |
$316K - $351K
|
14.6K
$8.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.39K- 17.83% |
$1.32M - $1.46M
|
11K
$6.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-502- 41.42% |
$277K - $308K
|
710
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.57K- 1.57% |
$1.42M - $1.57M
|
161K
$95.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.77K+ 48.01% |
$1.53M - $1.7M
|
8.53K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2+ 0.23% |
$1.1K - $1.23K
|
883
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-821- 14.74% |
$453K - $503K
|
4.75K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-433- 2.63% |
$239K - $265K
|
16K
$9.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.22K+ 11.44% |
$2.32M - $2.58M
|
41.1K
$24.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-35.4K- 68.71% |
$19.5M - $21.7M
|
16.1K
$9.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-748- 8.13% |
$412K - $458K
|
8.45K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 44.22% |
$601K - $668K
|
1.38K
$815K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
156+ 1.4% |
$86K - $95.6K
|
11.3K
$6.68M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.23K- 7.73% |
$1.78M - $1.98M
|
38.5K
$22.8M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-126- 2.71% |
$69.5K - $77.2K
|
4.52K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.23% |
$4.41K - $4.9K
|
3.41K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.37K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-121- 2.86% |
$66.7K - $74.2K
|
4.12K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-871- 20.83% |
$480K - $534K
|
3.31K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.23K- 0.42% |
$679K - $755K
|
293K
$174M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 4.22% |
$653K - $726K
|
26.9K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$551 - $613
|
6.83K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-8- 0.43% |
$4.41K - $4.9K
|
1.87K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 28.08% |
$5.69M - $6.33M
|
26.4K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.93K+ 196.78% |
$1.62M - $1.8M
|
4.43K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.26% |
$3.86K - $4.29K
|
2.68K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-180- 0.6% |
$99.3K - $110K
|
30K
$17.8M
|