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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$47.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.69K+ 9.56% |
$1.48M - $1.65M
|
30.8K
$17.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
627+ 5.46% |
$346K - $384K
|
12.1K
$6.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-43- 5.14% |
$23.7K - $26.4K
|
794
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.58% |
$81.6K - $90.7K
|
2.1K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 3.18% |
$18.7K - $20.8K
|
1.1K
$618K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
212+ 2.27% |
$117K - $130K
|
9.55K
$5.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22.5K+ 6.07% |
$12.4M - $13.8M
|
393K
$220M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.46K+ 196.11% |
$807K - $897K
|
2.21K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
171+ 42.96% |
$94.3K - $105K
|
569
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 3.24% |
$707K - $786K
|
38.3K
$21.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.27K- 9.09% |
$699K - $777K
|
12.7K
$7.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.37K+ 2.77% |
$757K - $842K
|
50.9K
$28.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-620- 11.57% |
$342K - $380K
|
4.74K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-300- 1.82% |
$165K - $184K
|
16.2K
$9.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
132+ 4.51% |
$72.8K - $80.9K
|
3.06K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.38% |
$7.72K - $8.58K
|
3.74K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
887+ 1.63% |
$489K - $544K
|
55.4K
$31M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95+ 0.41% |
$52.4K - $58.2K
|
23.5K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
141+ 11.33% |
$77.8K - $86.4K
|
1.39K
$775K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.54% |
$19.3K - $21.5K
|
2.31K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.89K+ 91.86% |
$4.9M - $5.45M
|
18.6K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 15.86% |
$4.38M - $4.87M
|
58.1K
$32.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6- 0.61% |
$3.31K - $3.68K
|
985
$551K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.65% |
$8.27K - $9.19K
|
2.31K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
597+ 26.18% |
$329K - $366K
|
2.88K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
59+ 1.23% |
$32.5K - $36.2K
|
4.87K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-403- 14.62% |
$222K - $247K
|
2.35K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.14K- 34.11% |
$2.83M - $3.15M
|
9.92K
$5.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-3.65K- 56.06% |
$2.01M - $2.24M
|
2.86K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
74+ 2.08% |
$40.8K - $45.4K
|
3.64K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-960- 5.7% |
$529K - $588K
|
15.9K
$8.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
383+ 1.9% |
$211K - $235K
|
20.6K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-695- 15.9% |
$383K - $426K
|
3.68K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
867+ 2.09% |
$478K - $531K
|
42.3K
$23.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.53KNew |
$1.4M - $1.55M
|
2.53K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-568- 10.71% |
$313K - $348K
|
4.74K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-49- 1.71% |
$27K - $30K
|
2.82K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
501+ 7.49% |
$276K - $307K
|
7.19K
$4.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
167+ 27.83% |
$92.1K - $102K
|
767
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
150+ 7.03% |
$82.7K - $91.9K
|
2.28K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.74K- 34.31% |
$1.51M - $1.68M
|
5.25K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-34- 2.85% |
$18.7K - $20.8K
|
1.16K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
426+ 10.25% |
$235K - $261K
|
4.58K
$2.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-70- 6.43% |
$38.6K - $42.9K
|
1.02K
$569K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.24K- 4.77% |
$683K - $759K
|
24.8K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.27K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.78K- 7.73% |
$982K - $1.09M
|
21.2K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 2.06% |
$5.51K - $6.13K
|
496
$277K
|