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 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-129- 13.8% |
$71.1K - $79.1K
|
806
$503K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.59K+ 17.0% |
$3.64M - $4.04M
|
45.4K
$28.3M
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
8.51K+ 7.49% |
$4.69M - $5.21M
|
122K
$76.2M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.52K+ 2.64% |
$1.39M - $1.55M
|
98K
$61.2M
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-278- 24.6% |
$153K - $170K
|
852
$532K
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-195- 6.58% |
$108K - $120K
|
2.77K
$1.73M
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
387+ 23.86% |
$213K - $237K
|
2.01K
$1.25M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.79M+ 9.0% |
$2.64B - $2.94B
|
58M
$36.2B
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.33K- 3.01% |
$733K - $815K
|
42.9K
$26.8M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
447+ 17.05% |
$246K - $274K
|
3.07K
$1.92M
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.97K+ 4.66% |
$1.09M - $1.21M
|
44.2K
$27.6M
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
797+ 1.52% |
$439K - $489K
|
53.2K
$33.2M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
33+ 0.06% |
$18.2K - $20.2K
|
52.1K
$32.5M
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 1.46% |
$11K - $12.3K
|
1.35K
$840K
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-255- 1.02% |
$141K - $156K
|
24.8K
$15.5M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
187+ 12.24% |
$103K - $115K
|
1.72K
$1.07M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
481+ 130.35% |
$265K - $295K
|
850
$530K
|
|
May 12, 2025
Q1 2025
|
Corre Partners Management, LLC
New York, NY |
SELL
|
PUT |
-20K- 28.57% |
$11M - $12.3M
|
50K
$31.2M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.36KNew |
$2.95M - $3.28M
|
5.36K
$3.34M
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-68- 2.95% |
$37.5K - $41.7K
|
2.23K
$1.39M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.99K- 4.23% |
$1.1M - $1.22M
|
45.1K
$28.2M
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-73- 0.72% |
$40.3K - $44.7K
|
10K
$6.25M
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 26.81% |
$10M - $11.2M
|
49.7K
$31M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.73K- 4.73% |
$2.06M - $2.29M
|
75.1K
$46.9M
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
4.36K+ 194.47% |
$2.4M - $2.67M
|
6.6K
$4.12M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.19K- 18.52% |
$653K - $726K
|
5.21K
$3.25M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$312K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
34+ 2.37% |
$18.7K - $20.8K
|
1.47K
$918K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.44K+ 10.6% |
$2.45M - $2.72M
|
46.3K
$28.9M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 56.25% |
$9.93K - $11K
|
14
$8.74K
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
7.48K+ 6.79% |
$4.12M - $4.58M
|
118K
$73.4M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.36K- 13.92% |
$4.61M - $5.12M
|
51.7K
$32.2M
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
30.4K+ 34.89% |
$16.8M - $18.6M
|
118K
$73.4M
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.14K- 9.86% |
$2.28M - $2.54M
|
37.8K
$23.6M
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
76+ 1.4% |
$41.9K - $46.6K
|
5.5K
$3.43M
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-9K- 9.94% |
$4.96M - $5.51M
|
81.5K
$50.9M
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
32+ 8.08% |
$17.6K - $19.6K
|
428
$267K
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
30.3K+ 108.88% |
$16.7M - $18.6M
|
58.1K
$36.2M
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1.36K- 51.84% |
$747K - $831K
|
1.26K
$786K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.14K+ 4.39% |
$5.04M - $5.6M
|
217K
$136M
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-486- 12.86% |
$268K - $298K
|
3.29K
$2.05M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.52K- 46.1% |
$838K - $932K
|
1.78K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
430New |
$237K - $264K
|
430
$268K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
261+ 0.96% |
$144K - $160K
|
27.5K
$17.2M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-320- 5.15% |
$176K - $196K
|
5.89K
$3.68M
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
6.96KNew |
$3.84M - $4.27M
|
6.96K
$4.35M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.83K+ 7.34% |
$1.01M - $1.12M
|
26.7K
$16.7M
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52- 0.48% |
$28.7K - $31.9K
|
10.7K
$6.66M
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
37+ 1.13% |
$20.4K - $22.7K
|
3.3K
$2.06M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.2K+ 148.95% |
$23.2M - $25.8M
|
70.5K
$44M
|