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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
PUT |
1.8K+ 75.0% |
$1.02M - $1.09M
|
4.2K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
56KNew |
$31.8M - $34M
|
56K
$32.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-63- 5.69% |
$35.8K - $38.3K
|
1.04K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-124- 8.67% |
$70.4K - $75.4K
|
1.31K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.09K+ 106.32% |
$621K - $665K
|
2.12K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.94KNew |
$1.1M - $1.18M
|
1.94K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
238New |
$135K - $145K
|
238
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
43KNew |
$24.4M - $26.1M
|
43K
$25.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
200New |
$114K - $122K
|
200
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 9.87% |
$31.2K - $33.4K
|
612
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.58KNew |
$899K - $962K
|
1.58K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
464New |
$263K - $282K
|
464
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5- 3.65% |
$2.84K - $3.04K
|
132
$76.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
PUT |
11.5KNew |
$6.53M - $6.99M
|
11.5K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.48K+ 19.16% |
$1.97M - $2.11M
|
21.6K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3- 0.41% |
$1.7K - $1.82K
|
724
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8- 0.25% |
$4.54K - $4.86K
|
3.22K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
360+ 27.78% |
$204K - $219K
|
1.66K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
804New |
$457K - $489K
|
804
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
983
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
369New |
$210K - $224K
|
369
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.67% |
$27.8K - $29.8K
|
2.98K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
935New |
$531K - $568K
|
935
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
PUT |
1.7KNew |
$965K - $1.03M
|
1.7K
$991K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.32KNew |
$752K - $805K
|
1.32K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
218KNew |
$124M - $133M
|
218K
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
294KNew |
$167M - $179M
|
294K
$171M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
76.8KNew |
$43.6M - $46.7M
|
76.8K
$44.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-245- 0.48% |
$139K - $149K
|
51.3K
$29.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6+ 1.55% |
$3.41K - $3.65K
|
394
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.44KNew |
$5.36M - $5.73M
|
9.44K
$5.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
PUT |
-400- 4.44% |
$227K - $243K
|
8.6K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
115KNew |
$65.4M - $70M
|
115K
$67.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-79- 14.91% |
$44.9K - $48K
|
451
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
540+ 63.38% |
$307K - $328K
|
1.39K
$811K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
354New |
$201K - $215K
|
354
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.8KNew |
$1.59M - $1.7M
|
2.8K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$8.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
860New |
$488K - $523K
|
860
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
148+ 22.91% |
$84K - $90K
|
794
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3KNew |
$1.7M - $1.82M
|
3K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
PUT |
700New |
$397K - $425K
|
700
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
83KNew |
$47.1M - $50.4M
|
83K
$48.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
PUT |
14.5KNew |
$8.23M - $8.81M
|
14.5K
$8.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
8.71KNew |
$4.95M - $5.29M
|
8.71K
$5.08M
|