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 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.08% |
$2.21K - $2.45K
|
4.85K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 344.61% |
$1.15M - $1.27M
|
2.68K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-318- 7.55% |
$175K - $195K
|
3.9K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
446+ 2.08% |
$246K - $273K
|
21.9K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-675- 5.35% |
$372K - $414K
|
11.9K
$7.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-778- 0.51% |
$429K - $477K
|
151K
$89.6M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.04K+ 3.83% |
$572K - $636K
|
28.1K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-301- 6.25% |
$166K - $184K
|
4.52K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
193+ 301.56% |
$106K - $118K
|
257
$152K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-435- 8.76% |
$240K - $267K
|
4.53K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-43- 0.44% |
$23.7K - $26.4K
|
9.7K
$5.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-173- 22.21% |
$95.4K - $106K
|
606
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 1.12% |
$2.76K - $3.06K
|
452
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
769+ 2.68% |
$424K - $471K
|
29.4K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1- 0.07% |
$551 - $613
|
1.5K
$891K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
59+ 1.01% |
$32.5K - $36.2K
|
5.92K
$3.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.23K- 6.05% |
$3.43M - $3.82M
|
96.6K
$57.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-313- 4.93% |
$173K - $192K
|
6.03K
$3.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
17.4K+ 27.2% |
$9.58M - $10.6M
|
81.3K
$48.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-107- 2.8% |
$59K - $65.6K
|
3.72K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
201+ 0.35% |
$111K - $123K
|
56.9K
$33.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-200- 16.56% |
$110K - $123K
|
1.01K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$551 - $613
|
24.3K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-483- 17.69% |
$266K - $296K
|
2.25K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$49.1K - $54.6K
|
10.8K
$6.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
64+ 11.31% |
$35.3K - $39.2K
|
630
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-1- 0.18% |
$551 - $613
|
542
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-445- 6.36% |
$245K - $273K
|
6.56K
$3.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.67% |
$551 - $613
|
151
$89.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15+ 2.35% |
$8.27K - $9.19K
|
654
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-5.68K- 6.07% |
$3.13M - $3.48M
|
87.8K
$52.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.41K+ 16.56% |
$1.33M - $1.48M
|
17K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$86K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
645New |
$356K - $395K
|
645
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-947- 24.34% |
$522K - $580K
|
2.94K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-515- 14.67% |
$284K - $316K
|
3K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
869+ 3.02% |
$479K - $533K
|
29.7K
$17.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$11.6K - $12.9K
|
4.44K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-17.4K- 36.92% |
$9.61M - $10.7M
|
29.8K
$17.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-349- 3.65% |
$192K - $214K
|
9.23K
$5.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-233- 6.32% |
$128K - $143K
|
3.45K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-149K- 79.7% |
$82.4M - $91.6M
|
38K
$22.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.84K- 80.9% |
$5.43M - $6.03M
|
2.32K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-817- 7.73% |
$451K - $501K
|
9.75K
$5.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
567+ 2.92% |
$313K - $348K
|
20K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.32K- 19.3% |
$3.48M - $3.87M
|
26.4K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
368New |
$203K - $226K
|
368
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20- 0.07% |
$11K - $12.3K
|
30.4K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 2.22% |
$27.6K - $30.6K
|
2.2K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-71- 3.34% |
$39.2K - $43.5K
|
2.05K
$1.22M
|