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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
29+ 0.1% |
$16.5K - $17.6K
|
28.2K
$16.8M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-2.9K- 6.01% |
$1.65M - $1.76M
|
45.4K
$27M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
617New |
$350K - $375K
|
617
$367K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
12.2KNew |
$6.91M - $7.4M
|
12.2K
$7.23M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8.57KNew |
$4.87M - $5.21M
|
8.57K
$5.09M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.84KNew |
$3.32M - $3.55M
|
5.84K
$3.47M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 1.75% |
$23.8K - $25.5K
|
2.45K
$1.45M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
892+ 85.93% |
$506K - $542K
|
1.93K
$1.15M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
369New |
$210K - $224K
|
369
$219K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 0.52% |
$23.8K - $25.5K
|
8.11K
$4.82M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-36- 39.56% |
$20.4K - $21.9K
|
55
$32.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
211+ 2.19% |
$120K - $128K
|
9.86K
$5.86M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
98+ 23.28% |
$55.6K - $59.6K
|
519
$308K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-126K- 98.07% |
$71.7M - $76.8M
|
2.49K
$1.48M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.8K+ 5.58% |
$1.02M - $1.1M
|
34.1K
$20.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.91KNew |
$1.08M - $1.16M
|
1.91K
$1.13M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
190New |
$108K - $115K
|
190
$113K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 4.55% |
$652K - $698K
|
24.1K
$14.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-230- 14.1% |
$131K - $140K
|
1.4K
$832K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
631New |
$358K - $384K
|
631
$375K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1.08M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.9K+ 12.13% |
$9.61M - $10.3M
|
156K
$93M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
280+ 29.91% |
$159K - $170K
|
1.22K
$723K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.4KNew |
$7.62M - $8.16M
|
13.4K
$7.97M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23K- 26.81% |
$13.1M - $14M
|
62.9K
$37.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.68M- 99.83% |
$952M - $1.02B
|
2.87K
$1.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$371K - $397K
|
653
$388K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
49.3K+ 153.97% |
$28M - $29.9M
|
81.3K
$48.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
207+ 25.56% |
$118K - $126K
|
1.02K
$604K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.66K
$2.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.66KNew |
$2.08M - $2.22M
|
3.66K
$2.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5K+ 27.18% |
$5.95M - $6.37M
|
49K
$29.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
55+ 4.61% |
$31.2K - $33.4K
|
1.25K
$742K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-632- 24.38% |
$359K - $384K
|
1.96K
$1.16M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.47KNew |
$4.24M - $4.54M
|
7.47K
$4.44M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
285+ 4.82% |
$162K - $173K
|
6.2K
$3.68M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.9K
$5.88M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.83KNew |
$1.04M - $1.11M
|
1.83K
$1.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
326+ 3.31% |
$185K - $198K
|
10.2K
$6.05M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
158New |
$89.7K - $96K
|
158
$93.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
67+ 1.65% |
$38K - $40.7K
|
4.14K
$2.46M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-63- 4.69% |
$35.8K - $38.3K
|
1.28K
$761K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-150- 4.35% |
$85.2K - $91.2K
|
3.3K
$1.96M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
6.33K
$3.76M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.27% |
$3.41K - $3.65K
|
2.26K
$1.34M
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
478New |
$271K - $291K
|
478
$284K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
10.7KNew |
$6.08M - $6.51M
|
10.7K
$6.36M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.81KNew |
$2.16M - $2.31M
|
3.81K
$2.26M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
559New |
$317K - $340K
|
559
$332K
|
|
|
Feb 20, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-67.2K- 1.94% |
$38.2M - $40.8M
|
3.4M
$2.02B
|