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 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-169- 4.33% |
$93.2K - $104K
|
3.74K
$2.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
188+ 26.26% |
$104K - $115K
|
904
$527K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.56K- 30.35% |
$1.41M - $1.57M
|
5.88K
$3.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 2.4% |
$1.72M - $1.91M
|
127K
$74M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-4.75K- 56.2% |
$2.62M - $2.91M
|
3.7K
$2.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 2.98% |
$629K - $699K
|
39.4K
$22.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.16K- 5.68% |
$641K - $713K
|
19.3K
$11.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
67+ 8.83% |
$36.9K - $41.1K
|
826
$481K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-71- 1.96% |
$39.2K - $43.5K
|
3.56K
$2.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
389+ 3.23% |
$215K - $238K
|
12.4K
$7.25M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-122- 3.53% |
$67.3K - $74.8K
|
3.33K
$1.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-110- 4.51% |
$60.7K - $67.4K
|
2.33K
$1.36M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.9K- 14.17% |
$1.6M - $1.78M
|
17.6K
$10.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-363- 0.47% |
$200K - $222K
|
76.4K
$44.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-5- 1.01% |
$2.76K - $3.06K
|
492
$287K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.79K+ 1.16% |
$984K - $1.09M
|
156K
$90.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.43K- 13.26% |
$1.34M - $1.49M
|
15.9K
$9.25M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-43- 3.7% |
$23.7K - $26.4K
|
1.12K
$652K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-6.56K- 2.01% |
$3.62M - $4.02M
|
320K
$186M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
539New |
$297K - $330K
|
539
$314K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-200- 14.04% |
$110K - $123K
|
1.22K
$713K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-138- 1.03% |
$76.1K - $84.6K
|
13.2K
$7.71M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65+ 0.99% |
$35.8K - $39.8K
|
6.62K
$3.86M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
147+ 0.26% |
$81.1K - $90.1K
|
56K
$32.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.63K- 4.93% |
$899K - $999K
|
31.4K
$18.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 29.05% |
$128K - $143K
|
569
$332K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-248- 0.61% |
$137K - $152K
|
40.1K
$23.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.92% |
$3.31K - $3.68K
|
643
$375K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-762- 36.81% |
$420K - $467K
|
1.31K
$762K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-271- 5.58% |
$149K - $166K
|
4.58K
$2.67M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
224+ 35.96% |
$124K - $137K
|
847
$494K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.65K- 24.44% |
$2.01M - $2.24M
|
11.3K
$6.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
385+ 32.6% |
$212K - $236K
|
1.57K
$913K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.34K+ 4.47% |
$1.29M - $1.43M
|
54.7K
$31.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
838+ 14.77% |
$462K - $514K
|
6.51K
$3.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
182+ 0.19% |
$100K - $112K
|
96.8K
$56.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.93K+ 4.54% |
$2.17M - $2.41M
|
90.5K
$52.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.8K- 69.82% |
$14.8M - $16.4M
|
11.6K
$6.75M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 2.22% |
$15.4K - $17.2K
|
1.29K
$750K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
15.3K+ 66.27% |
$8.45M - $9.39M
|
38.4K
$22.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$6.07K - $6.74K
|
3.52K
$2.05M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-20.6K- 65.77% |
$11.4M - $12.6M
|
10.7K
$6.26M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 23.73% |
$11.2M - $12.5M
|
65.4K
$38.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.48% |
$82.7K - $91.9K
|
2.17K
$1.26M
|
|
| Q4 2024 | |||||||
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
476New |
$270K - $289K
|
476
$277K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-470- 15.71% |
$267K - $286K
|
2.52K
$1.47M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.33K- 31.2% |
$2.46M - $2.63M
|
9.55K
$5.57M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11KNew |
$6.24M - $6.68M
|
11K
$6.4M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
30+ 56.6% |
$17K - $18.2K
|
83
$48.4K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
78+ 9.17% |
$44.3K - $47.4K
|
929
$541K
|
|