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 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
747+ 6.85% |
$424K - $454K
|
11.6K
$6.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
123+ 6.82% |
$69.8K - $74.8K
|
1.93K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 2.49% |
$11.4K - $12.2K
|
783
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.95K+ 677.47% |
$1.67M - $1.79M
|
3.38K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-238- 13.34% |
$135K - $145K
|
1.55K
$901K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
3.78K+ 172.26% |
$2.15M - $2.3M
|
5.98K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
283+ 4.22% |
$161K - $172K
|
6.99K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-34- 0.56% |
$19.3K - $20.7K
|
6.07K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-24- 4.48% |
$13.6K - $14.6K
|
512
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
5New |
$2.84K - $3.04K
|
5
$2.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
CALL |
200New |
$114K - $122K
|
200
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-31K- 6.89% |
$17.6M - $18.8M
|
419K
$244M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.61KNew |
$914K - $978K
|
1.61K
$938K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.24KNew |
$1.27M - $1.36M
|
2.24K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
PUT |
-100- 2.7% |
$56.8K - $60.8K
|
3.6K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
30+ 25.0% |
$17K - $18.2K
|
150
$87.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-24- 2.26% |
$13.6K - $14.6K
|
1.04K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
18+ 1.87% |
$10.2K - $10.9K
|
983
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
405New |
$230K - $246K
|
405
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-430K- 86.23% |
$244M - $261M
|
68.6K
$40M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
35New |
$19.9K - $21.3K
|
35
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.02K+ 3.68% |
$1.15M - $1.23M
|
56.9K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.25% |
$6.25K - $6.69K
|
4.37K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-19- 1.02% |
$10.8K - $11.5K
|
1.84K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-306- 25.59% |
$174K - $186K
|
890
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.8K- 5.61% |
$11.3M - $12M
|
333K
$194M
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
15KNew |
$8.52M - $9.12M
|
15K
$8.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
553New |
$314K - $336K
|
553
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
754New |
$428K - $458K
|
754
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.02KNew |
$580K - $621K
|
1.02K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
449New |
$255K - $273K
|
449
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.47KNew |
$835K - $893K
|
1.47K
$857K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.14K - $1.22K
|
4.41K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-248K- 100.0% |
$141M - $151M
|
7
$4.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-44- 6.15% |
$25K - $26.7K
|
671
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.86K- 2.76% |
$2.19M - $2.34M
|
136K
$79.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
PUT |
-117K- 42.88% |
$66.3M - $71M
|
156K
$90.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-52- 2.54% |
$29.5K - $31.6K
|
2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3- 3.7% |
$1.7K - $1.82K
|
78
$45.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
617New |
$350K - $375K
|
617
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
469New |
$266K - $285K
|
469
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
625New |
$355K - $380K
|
625
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3- 0.4% |
$1.7K - $1.82K
|
755
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-1.7K- 1.92% |
$967K - $1.04M
|
87.1K
$50.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1K+ 41.39% |
$568K - $608K
|
3.42K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.43K- 1.07% |
$1.38M - $1.48M
|
225K
$131M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
612New |
$347K - $372K
|
612
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
348New |
$198K - $212K
|
348
$203K
|