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 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
645New |
$366K - $392K
|
645
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
PUT |
2.6K+ 260.0% |
$1.48M - $1.58M
|
3.6K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
345New |
$196K - $210K
|
345
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.12KNew |
$1.2M - $1.29M
|
2.12K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-61- 0.65% |
$34.6K - $37.1K
|
9.39K
$5.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.73% |
$10.8K - $11.5K
|
2.58K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26KNew |
$714K - $765K
|
1.26K
$733K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 23.29% |
$94.8K - $102K
|
884
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
254K+ 603.68% |
$144M - $154M
|
296K
$173M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.69K+ 28.56% |
$4.94M - $5.28M
|
39.1K
$22.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-49- 2.48% |
$27.8K - $29.8K
|
1.93K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-41- 0.64% |
$23.3K - $24.9K
|
6.32K
$3.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
342New |
$194K - $208K
|
342
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
74+ 10.04% |
$42K - $45K
|
811
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Investment Management Associates Inc
|
SELL
|
PUT |
-11.6K- 1.93% |
$6.59M - $7.05M
|
589K
$343M
|
|
|
Feb 03, 2025
Q4 2024
|
Isomer Partners LP
New York, NY |
BUY
|
- |
20KNew |
$11.4M - $12.2M
|
20K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.65KNew |
$2.07M - $2.22M
|
3.65K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-140- 14.01% |
$79.5K - $85.1K
|
859
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-335- 0.86% |
$190K - $204K
|
38.6K
$22.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
392New |
$223K - $238K
|
392
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.61KNew |
$912K - $977K
|
1.61K
$937K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
124+ 20.16% |
$70.4K - $75.4K
|
739
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-110- 4.89% |
$62.5K - $66.9K
|
2.14K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.11KNew |
$1.2M - $1.28M
|
2.11K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$649K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.5K- 2.98% |
$5.98M - $6.4M
|
343K
$200M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-60- 1.22% |
$34.1K - $36.5K
|
4.87K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5- 0.14% |
$2.84K - $3.04K
|
3.63K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-600- 53.14% |
$341K - $365K
|
529
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$568 - $608
|
1
$583
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
14.1KNew |
$8.01M - $8.57M
|
14.1K
$8.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.67KNew |
$3.22M - $3.45M
|
5.67K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 5.39% |
$3.01M - $3.23M
|
93.1K
$54.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 3.28% |
$50.5K - $54.1K
|
2.62K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1- 0.04% |
$568 - $608
|
2.85K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
330+ 9.88% |
$187K - $201K
|
3.67K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
131+ 15.3% |
$74.4K - $79.6K
|
987
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
15.4K+ 2246.58% |
$8.76M - $9.38M
|
16.1K
$9.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.98K- 27.0% |
$1.69M - $1.81M
|
8.06K
$4.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
37.2KNew |
$21.1M - $22.6M
|
37.2K
$21.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-102- 8.97% |
$57.9K - $62K
|
1.04K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
351+ 46.8% |
$199K - $213K
|
1.1K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 95.89% |
$39.7K - $42.5K
|
3
$1.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-43- 4.54% |
$24.4K - $26.1K
|
904
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
387New |
$220K - $235K
|
387
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 2.08% |
$215K - $230K
|
17.8K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.27KNew |
$721K - $772K
|
1.27K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
4.28KNew |
$2.43M - $2.6M
|
4.28K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
67+ 2.12% |
$38K - $40.7K
|
3.22K
$1.88M
|