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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-40- 3.52% |
$22.1K - $24.5K
|
1.1K
$684K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-550- 0.32% |
$303K - $337K
|
172K
$107M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 9.19% |
$5.85M - $6.5M
|
126K
$78.6M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.79% |
$22.1K - $24.5K
|
5.09K
$3.17M
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
311K+ 140.77% |
$172M - $191M
|
533K
$332M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.69K+ 2.62% |
$3.14M - $3.49M
|
223K
$139M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
743New |
$410K - $455K
|
743
$464K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-217- 14.04% |
$120K - $133K
|
1.33K
$829K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$9.93K - $11K
|
32.7K
$20.4M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-134- 3.4% |
$73.9K - $82.1K
|
3.8K
$2.37M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-332K- 54.06% |
$183M - $203M
|
282K
$176M
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
12.9K+ 45.9% |
$7.1M - $7.89M
|
40.9K
$25.5M
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-7.63K- 5.13% |
$4.21M - $4.67M
|
141K
$88M
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
484+ 57.83% |
$267K - $297K
|
1.32K
$824K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
64.1K+ 9.77% |
$35.3M - $39.3M
|
720K
$449M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
PUT |
-341K- 46.33% |
$188M - $209M
|
395K
$247M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.44K- 53.83% |
$795K - $884K
|
1.24K
$772K
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3- 0.3% |
$1.65K - $1.84K
|
997
$622K
|
|
May 13, 2025
Q1 2025
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-120K- 3.82% |
$66M - $73.4M
|
3.02M
$1.88B
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-14.7K- 58.0% |
$8.12M - $9.03M
|
10.7K
$6.66M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-96- 0.43% |
$52.9K - $58.8K
|
22.4K
$14M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-433- 6.72% |
$239K - $265K
|
6.01K
$3.75M
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-808- 24.29% |
$446K - $495K
|
2.52K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
268KNew |
$148M - $164M
|
268K
$167M
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
27.8K+ 2.53% |
$15.3M - $17M
|
1.12M
$701M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-925K- 9.76% |
$510M - $567M
|
8.55M
$5.34B
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
2.45M+ 70.9% |
$1.35B - $1.5B
|
5.9M
$3.68B
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
672+ 15.15% |
$371K - $412K
|
5.11K
$3.19M
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 3.49% |
$54K - $60.1K
|
2.91K
$1.81M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 1.46% |
$1.88M - $2.09M
|
230K
$143M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
PUT |
-100- 2.22% |
$55.1K - $61.3K
|
4.4K
$2.75M
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
127K+ 509.6% |
$70.3M - $78.1M
|
152K
$95.1M
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
50+ 5.81% |
$27.6K - $30.6K
|
910
$568K
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-127- 5.76% |
$70K - $77.8K
|
2.08K
$1.3M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 6.93% |
$3.86K - $4.29K
|
94
$58.7K
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-396- 13.23% |
$218K - $243K
|
2.6K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.87K+ 8.37% |
$2.69M - $2.99M
|
63.1K
$39.3M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
247K+ 45.19% |
$136M - $152M
|
795K
$496M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
500+ 6.33% |
$276K - $306K
|
8.4K
$5.24M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$551 - $613
|
894
$558K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
68New |
$37.5K - $41.7K
|
68
$42.4K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
PUT |
800+ 4.12% |
$441K - $490K
|
20.2K
$12.6M
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31- 1.09% |
$17.1K - $19K
|
2.81K
$1.75M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
522+ 5.08% |
$288K - $320K
|
10.8K
$6.74M
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.69% |
$52.4K - $58.2K
|
3.43K
$2.14M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 73.49% |
$6.31M - $7.02M
|
27K
$16.9M
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
82+ 0.17% |
$45.2K - $50.3K
|
47.6K
$29.7M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-301- 31.55% |
$166K - $184K
|
653
$408K
|
|
May 13, 2025
Q1 2025
|
Nine Masts Capital LTD
|
SELL
|
CALL |
-135K- 41.54% |
$74.4M - $82.7M
|
190K
$119M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18- 0.27% |
$9.93K - $11K
|
6.57K
$4.1M
|