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
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.07KNew |
$589K - $655K
|
1.07K
$634K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
CALL |
-6K- 75.0% |
$3.31M - $3.68M
|
2K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37- 2.76% |
$20.4K - $22.7K
|
1.3K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-78- 2.72% |
$43K - $47.8K
|
2.79K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.18K+ 12.1% |
$1.2M - $1.34M
|
20.2K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.97K- 8.44% |
$1.09M - $1.21M
|
21.4K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-170- 0.47% |
$93.7K - $104K
|
35.8K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-800- 27.92% |
$441K - $490K
|
2.07K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-28- 0.55% |
$15.4K - $17.2K
|
5.09K
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
87.5K+ 107.66% |
$48.2M - $53.6M
|
169K
$100M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
70.3KNew |
$38.8M - $43.1M
|
70.3K
$41.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-224- 1.05% |
$124K - $137K
|
21.1K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
130+ 1.45% |
$71.7K - $79.7K
|
9.07K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
106KNew |
$58.7M - $65.3M
|
106K
$63.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-910- 14.36% |
$502K - $558K
|
5.43K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-642- 3.29% |
$354K - $394K
|
18.9K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 22.81% |
$680K - $756K
|
4.17K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.78% |
$6.07K - $6.74K
|
1.4K
$828K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.1K- 46.7% |
$604K - $671K
|
1.25K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
98+ 19.48% |
$54K - $60.1K
|
601
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
958+ 2.59% |
$528K - $587K
|
38K
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.15K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
856+ 5.11% |
$472K - $525K
|
17.6K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
443+ 2.3% |
$244K - $272K
|
19.7K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-6- 3.8% |
$3.31K - $3.68K
|
152
$90.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-172- 27.26% |
$94.8K - $105K
|
459
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-103- 9.04% |
$56.8K - $63.1K
|
1.04K
$615K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
277+ 1.12% |
$153K - $170K
|
25K
$14.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-24.2K- 71.43% |
$13.3M - $14.8M
|
9.67K
$5.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 4.04% |
$6.62K - $7.36K
|
309
$183K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-546- 30.71% |
$301K - $335K
|
1.23K
$730K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.35K
$797K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-164- 1.93% |
$90.4K - $101K
|
8.34K
$4.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.28K- 21.83% |
$4.56M - $5.07M
|
29.6K
$17.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-82- 1.87% |
$45.2K - $50.3K
|
4.3K
$2.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.59% |
$4.41K - $4.9K
|
512
$304K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.53K+ 0.97% |
$841K - $935K
|
159K
$94.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.01K- 1.81% |
$554K - $616K
|
54.5K
$32.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
600+ 84.15% |
$331K - $368K
|
1.31K
$778K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-621- 5.29% |
$342K - $381K
|
11.1K
$6.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
128+ 0.92% |
$70.6K - $78.5K
|
14K
$8.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.31% |
$12.1K - $13.5K
|
7.2K
$4.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 2.31% |
$67.8K - $75.4K
|
5.19K
$3.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$119K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
90+ 6.82% |
$49.6K - $55.2K
|
1.41K
$836K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-819- 6.56% |
$452K - $502K
|
11.7K
$6.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
190+ 30.35% |
$105K - $116K
|
816
$484K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
494+ 7.7% |
$272K - $303K
|
6.91K
$4.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.31K- 34.55% |
$722K - $802K
|
2.48K
$1.47M
|