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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.18K+ 50.26% |
$3.41M - $3.79M
|
18.5K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
35.5K+ 33.69% |
$19.6M - $21.8M
|
141K
$87.9M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-197- 7.03% |
$109K - $121K
|
2.61K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-23- 0.15% |
$12.7K - $14.1K
|
15K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.18K- 2.74% |
$652K - $724K
|
41.9K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-960- 4.08% |
$529K - $588K
|
22.6K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.22K- 28.24% |
$675K - $750K
|
3.11K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
560+ 16.48% |
$309K - $343K
|
3.96K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 11.57% |
$302K - $336K
|
5.28K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
183+ 1.7% |
$101K - $112K
|
10.9K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
5.85K+ 244.5% |
$3.22M - $3.58M
|
8.24K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-382- 1.18% |
$211K - $234K
|
32.1K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-103- 1.63% |
$56.8K - $63.1K
|
6.21K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.76K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.82K+ 16.37% |
$1M - $1.12M
|
12.9K
$8.07M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.48% |
$10.5K - $11.6K
|
3.97K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211+ 58.13% |
$116K - $129K
|
574
$358K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1- 0.1% |
$551 - $613
|
1.01K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.56K+ 29.48% |
$3.07M - $3.41M
|
24.4K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-40- 0.15% |
$22.1K - $24.5K
|
26.6K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 68.0% |
$5.52M - $6.14M
|
4.71K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58- 0.52% |
$32K - $35.5K
|
11.1K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.7K- 4.93% |
$936K - $1.04M
|
32.7K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-8.09K- 84.82% |
$4.46M - $4.96M
|
1.45K
$904K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.4K- 16.25% |
$6.27M - $6.97M
|
58.6K
$36.6M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10K- 33.33% |
$5.51M - $6.13M
|
20K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$551 - $613
|
638
$398K
|
|
|
May 12, 2025
Q1 2025
|
White Mountains Insurance Group LTD
Hanover, NH |
SELL
|
- |
-167K- 43.57% |
$92.1M - $102M
|
216K
$135M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.9K+ 548.88% |
$13.2M - $14.6M
|
28.2K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Advent Capital Management
New York, NY |
BUY
|
PUT |
163K+ 2328.57% |
$89.9M - $99.9M
|
170K
$106M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.43K+ 100.48% |
$2.44M - $2.71M
|
8.83K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
9.1K+ 79.82% |
$5.02M - $5.58M
|
20.5K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20.1K- 12.97% |
$11.1M - $12.3M
|
135K
$84M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.2KNew |
$10.1M - $11.2M
|
18.2K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-18.5K- 3.53% |
$10.2M - $11.3M
|
506K
$315M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-93- 1.1% |
$51.3K - $57K
|
8.39K
$5.23M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-62- 1.72% |
$34.2K - $38K
|
3.55K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$3.31K - $3.68K
|
1.84K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
23.9K+ 34.75% |
$13.2M - $14.6M
|
92.5K
$57.7M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 0.12% |
$78.9K - $87.6K
|
120K
$74.9M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-65- 12.33% |
$35.8K - $39.8K
|
462
$288K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.25% |
$551 - $613
|
409
$255K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.76KNew |
$972K - $1.08M
|
1.76K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-256- 0.01% |
$141K - $157K
|
1.9M
$1.18B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-8.9K- 60.14% |
$4.91M - $5.46M
|
5.9K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 0.28% |
$108K - $120K
|
69K
$43.1M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
360+ 0.21% |
$199K - $221K
|
174K
$108M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
153+ 4.23% |
$84.4K - $93.8K
|
3.77K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-316- 4.78% |
$174K - $194K
|
6.29K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-117- 8.33% |
$64.5K - $71.7K
|
1.29K
$803K
|