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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
412+ 84.77% |
$234K - $250K
|
898
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-61- 1.44% |
$34.6K - $37.1K
|
4.18K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.03K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
CALL |
386K+ 68.67% |
$219M - $235M
|
949K
$578M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-82- 0.91% |
$46.6K - $49.8K
|
8.93K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
22.9K+ 81.29% |
$13M - $13.9M
|
51K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
25+ 2.88% |
$14.2K - $15.2K
|
893
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-5.82K- 54.18% |
$3.31M - $3.54M
|
4.92K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08K+ 8.31% |
$1.18M - $1.27M
|
27.1K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
894+ 15.9% |
$508K - $543K
|
6.52K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
221+ 2.1% |
$125K - $134K
|
10.8K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
288K+ 175.05% |
$163M - $175M
|
452K
$275M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
751KNew |
$426M - $456M
|
751K
$458M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4- 0.19% |
$2.27K - $2.43K
|
2.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
CALL |
30KNew |
$17M - $18.2M
|
30K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.84K+ 3.15% |
$1.04M - $1.12M
|
60.3K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.54KNew |
$875K - $937K
|
1.54K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.46K+ 3.91% |
$831K - $890K
|
38.9K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.24K+ 5.87% |
$1.27M - $1.36M
|
40.3K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.02K+ 2.06% |
$1.15M - $1.23M
|
99.9K
$60.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 1.65% |
$5.68K - $6.08K
|
616
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
32.7K+ 67.28% |
$18.6M - $19.9M
|
81.3K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-85- 0.2% |
$48.3K - $51.7K
|
42.3K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-77- 9.91% |
$43.7K - $46.8K
|
700
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.11K+ 50.46% |
$627K - $672K
|
3.3K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.26K- 14.94% |
$713K - $763K
|
7.15K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-20- 0.37% |
$11.4K - $12.2K
|
5.32K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
36.6K+ 6.34% |
$20.8M - $22.2M
|
613K
$374M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-24.3K- 44.75% |
$13.8M - $14.8M
|
30K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
425KNew |
$241M - $258M
|
425K
$259M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-76.1K- 10.39% |
$43.2M - $46.2M
|
656K
$400M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
PUT |
-3.18K- 0.43% |
$1.8M - $1.93M
|
737K
$449M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.19K- 10.93% |
$1.81M - $1.94M
|
26K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.36K+ 1.18% |
$1.34M - $1.44M
|
203K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-184- 1.13% |
$104K - $112K
|
16.1K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.84K+ 26.79% |
$2.18M - $2.33M
|
18.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
PUT |
-65K- 46.43% |
$36.9M - $39.5M
|
75K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25- 1.12% |
$14.2K - $15.2K
|
2.2K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
921+ 9.0% |
$523K - $560K
|
11.2K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 9.24% |
$114K - $122K
|
1.97K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10- 0.04% |
$5.68K - $6.08K
|
23.7K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
50.5K+ 17.07% |
$28.7M - $30.7M
|
346K
$211M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.62% |
$170K - $182K
|
49K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$6.81K - $7.29K
|
7.6K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
14.8K+ 53.06% |
$8.43M - $9.02M
|
42.8K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1K+ 17.55% |
$570K - $610K
|
6.72K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.8K+ 18.57% |
$16.9M - $18.1M
|
190K
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
167+ 0.61% |
$94.8K - $102K
|
27.4K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.66K+ 7.58% |
$1.51M - $1.62M
|
37.8K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
174K+ 30.78% |
$99M - $106M
|
741K
$452M
|