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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-565- 3.97% |
$321K - $343K
|
13.7K
$7.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 8.58% |
$39.7K - $42.5K
|
886
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.07% |
$3.41K - $3.65K
|
8.66K
$5.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.08KNew |
$2.89M - $3.09M
|
5.08K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
437New |
$248K - $266K
|
437
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.21K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
CALL |
600New |
$341K - $365K
|
600
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
94+ 11.91% |
$53.4K - $57.1K
|
883
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
51.5KNew |
$29.2M - $31.3M
|
51.5K
$30M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2K+ 42.96% |
$1.14M - $1.22M
|
6.66K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
334+ 40.24% |
$190K - $203K
|
1.16K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$739K - $791K
|
1.3K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 2.3% |
$37.5K - $40.1K
|
2.94K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-30- 7.33% |
$17K - $18.2K
|
379
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.2% |
$568 - $608
|
505
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
735New |
$417K - $447K
|
735
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.57% |
$1.7K - $1.82K
|
533
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 2.47% |
$28.4K - $30.4K
|
1.98K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
129+ 5.61% |
$73.2K - $78.4K
|
2.43K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
7.17KNew |
$4.07M - $4.36M
|
7.17K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
770+ 53.44% |
$437K - $468K
|
2.21K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-825- 0.61% |
$468K - $501K
|
135K
$78.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-36- 1.44% |
$20.4K - $21.9K
|
2.46K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-14- 2.56% |
$7.95K - $8.51K
|
532
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
86.7KNew |
$49.2M - $52.7M
|
86.7K
$50.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
956+ 36.41% |
$543K - $581K
|
3.58K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.48K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-416- 2.57% |
$236K - $253K
|
15.8K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30+ 1.56% |
$17K - $18.2K
|
1.96K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-176K- 97.82% |
$100M - $107M
|
3.93K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.1% |
$1.14K - $1.22K
|
1.99K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
75+ 3.78% |
$42.6K - $45.6K
|
2.06K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
PUT |
-45K- 59.21% |
$25.6M - $27.4M
|
31K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
352New |
$200K - $214K
|
352
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
PUT |
1.7KNew |
$965K - $1.03M
|
1.7K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-114- 7.44% |
$64.7K - $69.3K
|
1.42K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5+ 1.0% |
$2.84K - $3.04K
|
504
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.35% |
$2.27K - $2.43K
|
1.13K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-500- 18.34% |
$284K - $304K
|
2.23K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
319+ 48.41% |
$181K - $194K
|
978
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-900- 81.82% |
$511K - $547K
|
200
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
200New |
$114K - $122K
|
200
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
PUT |
3KNew |
$1.7M - $1.82M
|
3K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$568 - $608
|
375
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
252New |
$143K - $153K
|
252
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
CALL |
1.6KNew |
$908K - $972K
|
1.6K
$933K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$756K
|