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 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
257New |
$146K - $156K
|
257
$150K
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
77.7KNew |
$44.1M - $47.2M
|
77.7K
$45.3M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.73K- 6.41% |
$984K - $1.05M
|
25.3K
$14.7M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.92KNew |
$1.09M - $1.17M
|
1.92K
$1.12M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.78K+ 0.97% |
$1.01M - $1.08M
|
185K
$108M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-441- 24.15% |
$250K - $268K
|
1.39K
$807K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
47KNew |
$26.7M - $28.6M
|
47K
$27.4M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.49% |
$7.95K - $8.51K
|
2.86K
$1.67M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
381New |
$216K - $232K
|
381
$222K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
392New |
$223K - $238K
|
392
$228K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 1.77% |
$7.95K - $8.51K
|
775
$452K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.33K+ 36.23% |
$2.46M - $2.63M
|
16.3K
$9.48M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.47KNew |
$4.24M - $4.54M
|
7.47K
$4.35M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$14K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$640K - $685K
|
1.13K
$657K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
832New |
$472K - $506K
|
832
$485K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85New |
$48.3K - $51.7K
|
85
$49.5K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.21KNew |
$688K - $737K
|
1.21K
$706K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
617New |
$350K - $375K
|
617
$360K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 1.75% |
$23.8K - $25.5K
|
2.45K
$1.43M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
892+ 85.93% |
$506K - $542K
|
1.93K
$1.12M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-36- 39.56% |
$20.4K - $21.9K
|
55
$32.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 4.55% |
$652K - $698K
|
24.1K
$14M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.06M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23K- 26.81% |
$13.1M - $14M
|
62.9K
$36.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$371K - $397K
|
653
$381K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-632- 24.38% |
$359K - $384K
|
1.96K
$1.14M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-63- 4.69% |
$35.8K - $38.3K
|
1.28K
$746K
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
478New |
$271K - $291K
|
478
$279K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
356+ 4.32% |
$202K - $216K
|
8.6K
$5.01M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
PUT |
8.6K+ 30.28% |
$4.88M - $5.23M
|
37K
$21.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
16KNew |
$9.07M - $9.71M
|
16K
$9.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-83- 0.23% |
$47.1K - $50.4K
|
35.8K
$20.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.84K - $3.04K
|
10.1K
$5.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.91K+ 171.54% |
$1.65M - $1.77M
|
4.61K
$2.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.3KNew |
$8.12M - $8.69M
|
14.3K
$8.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
353New |
$200K - $215K
|
353
$206K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-1.29M- 81.7% |
$730M - $781M
|
288K
$168M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
171New |
$97.1K - $104K
|
171
$99.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63- 0.84% |
$35.8K - $38.3K
|
7.4K
$4.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
117New |
$66.4K - $71.1K
|
117
$68.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 312.38% |
$14.9M - $15.9M
|
34.6K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
PUT |
-7.5K- 62.5% |
$4.26M - $4.56M
|
4.5K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
939+ 24.98% |
$533K - $571K
|
4.7K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
59.1KNew |
$33.6M - $35.9M
|
59.1K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
1.3M+ 4333.33% |
$738M - $790M
|
1.33M
$775M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.64KNew |
$1.5M - $1.6M
|
2.64K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
26.9KNew |
$15.3M - $16.4M
|
26.9K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
PUT |
2.25M+ 150.0% |
$1.28B - $1.37B
|
3.75M
$2.19B
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
PUT |
-1K- 6.67% |
$568K - $608K
|
14K
$8.16M
|