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
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-280- 15.05% |
$154K - $172K
|
1.58K
$937K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 3.07% |
$14.9K - $16.5K
|
906
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.89KNew |
$2.15M - $2.39M
|
3.89K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.39K- 16.28% |
$1.32M - $1.47M
|
12.3K
$7.3M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.68K- 27.02% |
$4.78M - $5.32M
|
23.4K
$13.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
466+ 7.15% |
$257K - $286K
|
6.98K
$4.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
524+ 40.78% |
$289K - $321K
|
1.81K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
41+ 0.98% |
$22.6K - $25.1K
|
4.21K
$2.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
279+ 0.54% |
$154K - $171K
|
51.5K
$30.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
546K+ 203.98% |
$301M - $335M
|
814K
$483M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
297+ 7.25% |
$164K - $182K
|
4.4K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.15K+ 4.57% |
$3.94M - $4.38M
|
164K
$97M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-24- 1.38% |
$13.2K - $14.7K
|
1.71K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-444- 4.36% |
$245K - $272K
|
9.74K
$5.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
77+ 7.79% |
$42.5K - $47.2K
|
1.07K
$632K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.06% |
$1.65K - $1.84K
|
5.44K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.95K- 40.33% |
$3.28M - $3.65M
|
8.81K
$5.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
366+ 5.87% |
$202K - $224K
|
6.6K
$3.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
65+ 5.68% |
$35.8K - $39.8K
|
1.21K
$717K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
453+ 20.17% |
$250K - $278K
|
2.7K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
30+ 5.74% |
$16.5K - $18.4K
|
553
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
PUT |
44.2K+ 171.32% |
$24.4M - $27.1M
|
70K
$41.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.74K- 91.58% |
$960K - $1.07M
|
160
$94.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.48K- 62.86% |
$816K - $907K
|
874
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-645- 2.54% |
$356K - $395K
|
24.7K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
10+ 0.79% |
$5.51K - $6.13K
|
1.28K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-34- 0.29% |
$18.7K - $20.8K
|
11.9K
$7.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-721- 13.56% |
$398K - $442K
|
4.6K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-42- 0.06% |
$23.2K - $25.7K
|
72.3K
$42.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-321- 2.21% |
$177K - $197K
|
14.2K
$8.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-653- 2.36% |
$360K - $400K
|
27K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
898+ 1.74% |
$495K - $550K
|
52.6K
$31.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-6.88K- 17.51% |
$3.79M - $4.21M
|
32.4K
$19.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
76+ 8.44% |
$41.9K - $46.6K
|
977
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 0.19% |
$56.8K - $63.1K
|
55K
$32.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
83.9K+ 60.77% |
$46.3M - $51.4M
|
222K
$132M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.27K- 21.79% |
$1.8M - $2M
|
11.7K
$6.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 1.44% |
$165K - $184K
|
21.2K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-76- 1.69% |
$41.9K - $46.6K
|
4.43K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-186- 4.35% |
$103K - $114K
|
4.09K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 18.26% |
$991K - $1.1M
|
8.05K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-400- 15.27% |
$221K - $245K
|
2.22K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-6.74K- 14.93% |
$3.72M - $4.13M
|
38.4K
$22.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
1.01K+ 14.24% |
$558K - $620K
|
8.12K
$4.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.71K+ 8.63% |
$943K - $1.05M
|
21.5K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.77K+ 6.61% |
$1.53M - $1.7M
|
44.6K
$26.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.4% |
$1.1K - $1.23K
|
502
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-505- 13.7% |
$278K - $310K
|
3.18K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-38.2K- 67.23% |
$21.1M - $23.4M
|
18.6K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-137- 2.66% |
$75.5K - $84K
|
5.02K
$2.98M
|