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 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.3KNew |
$6.24M - $6.94M
|
11.3K
$7.07M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-42.6K- 98.7% |
$23.5M - $26.1M
|
559
$349K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.09K- 6.97% |
$2.26M - $2.51M
|
54.6K
$34.1M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.74K- 18.46% |
$1.51M - $1.68M
|
12.1K
$7.55M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-253- 4.64% |
$140K - $155K
|
5.2K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
7+ 0.3% |
$3.86K - $4.29K
|
2.31K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-203- 0.92% |
$112K - $124K
|
21.9K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-27- 3.85% |
$14.9K - $16.5K
|
674
$421K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.2K- 2.94% |
$9.51M - $10.6M
|
569K
$355M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
62.6K+ 8.22% |
$34.5M - $38.3M
|
823K
$514M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-54- 3.22% |
$29.8K - $33.1K
|
1.62K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
PUT |
-37.1K- 48.62% |
$20.5M - $22.7M
|
39.2K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.05% |
$1.1K - $1.23K
|
4.33K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-48- 1.23% |
$26.5K - $29.4K
|
3.85K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-454- 3.16% |
$250K - $278K
|
13.9K
$8.69M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-13- 2.87% |
$7.17K - $7.97K
|
440
$275K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.81K- 7.39% |
$3.21M - $3.56M
|
72.9K
$45.5M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-61- 0.33% |
$33.6K - $37.4K
|
18.4K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
10+ 0.39% |
$5.51K - $6.13K
|
2.59K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-174- 9.41% |
$95.9K - $107K
|
1.68K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-120- 17.52% |
$66.2K - $73.6K
|
565
$353K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 15.83% |
$1.24M - $1.38M
|
16.5K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.18% |
$1.1K - $1.23K
|
1.08K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.8K+ 1.88% |
$994K - $1.11M
|
97.7K
$61M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
600New |
$331K - $368K
|
600
$374K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.45K+ 11.88% |
$799K - $888K
|
13.6K
$8.51M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-190- 3.52% |
$105K - $116K
|
5.21K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-16- 1.61% |
$8.82K - $9.81K
|
978
$610K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 3.74% |
$580K - $644K
|
27.1K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.11K- 25.98% |
$1.16M - $1.29M
|
6.02K
$3.75M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.12K+ 120.5% |
$3.37M - $3.75M
|
11.2K
$6.99M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
CALL |
5.5KNew |
$3.03M - $3.37M
|
5.5K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-20.3K- 8.65% |
$11.2M - $12.4M
|
214K
$134M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-220- 4.62% |
$121K - $135K
|
4.54K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
269K+ 85.75% |
$148M - $165M
|
582K
$363M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.3M+ 12.72% |
$2.93B - $3.25B
|
47M
$29.3B
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
16K+ 6.66% |
$8.84M - $9.83M
|
257K
$160M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-7- 1.46% |
$3.86K - $4.29K
|
471
$294K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.16% |
$1.65K - $1.84K
|
1.83K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
520New |
$287K - $319K
|
520
$325K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-66.5K- 85.92% |
$36.7M - $40.8M
|
10.9K
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-39- 6.21% |
$21.5K - $23.9K
|
589
$368K
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
48.1K+ 14.88% |
$26.5M - $29.5M
|
371K
$232M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-394- 0.09% |
$217K - $241K
|
420K
$262M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
125+ 2.31% |
$68.9K - $76.6K
|
5.54K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-80- 1.47% |
$44.1K - $49K
|
5.35K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.49K- 62.87% |
$823K - $914K
|
881
$550K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 1.71% |
$2.34M - $2.6M
|
252K
$157M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-218- 5.57% |
$120K - $134K
|
3.7K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3- 0.23% |
$1.65K - $1.84K
|
1.33K
$829K
|