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
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.9KNew |
$6.02M - $6.69M
|
10.9K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 8.03% |
$700K - $778K
|
17.1K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
716+ 0.4% |
$395K - $439K
|
179K
$112M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
PUT |
1KNew |
$551K - $613K
|
1K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
872KNew |
$481M - $535M
|
872K
$544M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-348K- 65.35% |
$192M - $213M
|
184K
$115M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-999K- 78.66% |
$551M - $612M
|
271K
$169M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-104- 6.35% |
$57.3K - $63.7K
|
1.53K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
500KNew |
$276M - $306M
|
500K
$312M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-92.3K- 87.01% |
$50.9M - $56.6M
|
13.8K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
205+ 8.2% |
$113K - $126K
|
2.71K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-37- 0.64% |
$20.4K - $22.7K
|
5.75K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 3.25% |
$11K - $12.3K
|
635
$396K
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.77K+ 9.82% |
$975K - $1.08M
|
19.8K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
415New |
$229K - $254K
|
415
$259K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-42- 7.01% |
$23.2K - $25.7K
|
557
$348K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-14- 0.95% |
$7.72K - $8.58K
|
1.45K
$906K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
10.1K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.2% |
$551 - $613
|
509
$318K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.03K+ 70.9% |
$1.12M - $1.25M
|
4.9K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-94- 4.73% |
$51.8K - $57.6K
|
1.9K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-42- 1.2% |
$23.2K - $25.7K
|
3.46K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-5- 0.45% |
$2.76K - $3.06K
|
1.11K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
627K+ 4.83% |
$346M - $384M
|
13.6M
$8.49B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.37M- 20.72% |
$758M - $842M
|
5.26M
$3.28B
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 1.73% |
$27.6K - $30.6K
|
2.84K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-303- 3.39% |
$167K - $186K
|
8.65K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-15- 2.71% |
$8.27K - $9.19K
|
539
$336K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
617+ 0.49% |
$340K - $378K
|
126K
$78.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
537+ 1.96% |
$296K - $329K
|
27.9K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.1K - $1.23K
|
666
$416K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
124+ 8.27% |
$68.4K - $76K
|
1.62K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.64K- 2.33% |
$3.66M - $4.07M
|
278K
$174M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16.3K- 35.62% |
$9M - $10M
|
29.5K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.67K+ 1.72% |
$921K - $1.02M
|
98.6K
$61.5M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
22.6K+ 70.15% |
$12.5M - $13.9M
|
54.9K
$34.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.2K- 16.06% |
$13.9M - $15.4M
|
132K
$82.1M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-21K- 57.79% |
$11.6M - $12.9M
|
15.3K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-735- 35.94% |
$405K - $451K
|
1.31K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
190+ 12.09% |
$105K - $116K
|
1.76K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
91+ 15.83% |
$50.2K - $55.8K
|
666
$416K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.33K+ 7.01% |
$1.83M - $2.04M
|
50.8K
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-52.7K- 83.18% |
$29.1M - $32.3M
|
10.7K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.25K- 6.02% |
$1.24M - $1.38M
|
35.1K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
427New |
$235K - $262K
|
427
$266K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.8K+ 7.27% |
$9.24M - $10.3M
|
247K
$154M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
243New |
$134K - $149K
|
243
$152K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-271- 0.03% |
$149K - $166K
|
792K
$494M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.95K+ 25.41% |
$2.18M - $2.42M
|
19.5K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-15.3K- 43.57% |
$8.45M - $9.39M
|
19.8K
$12.4M
|