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 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 0.89% |
$1.03M - $1.15M
|
208K
$130M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
386New |
$213K - $237K
|
386
$241K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-92- 5.1% |
$50.7K - $56.4K
|
1.71K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
5+ 8.93% |
$2.76K - $3.06K
|
61
$38.1K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-251- 3.9% |
$138K - $154K
|
6.18K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
5.43K+ 3.68% |
$2.99M - $3.33M
|
153K
$95.5M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.13K- 0.76% |
$622K - $691K
|
147K
$91.7M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
106+ 2.1% |
$58.5K - $65K
|
5.16K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
5.17KNew |
$2.85M - $3.17M
|
5.17K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.1K+ 22.47% |
$26.5M - $29.5M
|
262K
$164M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.48K+ 84.33% |
$3.02M - $3.36M
|
12K
$7.48M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-112- 1.74% |
$61.8K - $68.6K
|
6.33K
$3.95M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-197- 9.56% |
$109K - $121K
|
1.86K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-35- 0.63% |
$19.3K - $21.5K
|
5.5K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-17- 1.2% |
$9.37K - $10.4K
|
1.4K
$872K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
3.48K+ 4.64% |
$1.92M - $2.13M
|
78.4K
$48.9M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-417- 9.59% |
$230K - $256K
|
3.93K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162+ 27.0% |
$89.3K - $99.3K
|
762
$476K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
115+ 7.5% |
$63.4K - $70.5K
|
1.65K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
603+ 0.67% |
$333K - $370K
|
90.3K
$56.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 1.12% |
$55.3M - $61.4M
|
9.05M
$5.65B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-17.1K- 14.74% |
$9.43M - $10.5M
|
98.9K
$61.7M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
482+ 3.13% |
$266K - $295K
|
15.9K
$9.9M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.11% |
$11K - $12.3K
|
19K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.69K+ 36.41% |
$1.49M - $1.65M
|
10.1K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
6.3K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
SELL
|
- |
-2.03K- 7.0% |
$1.12M - $1.24M
|
27K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-396- 27.09% |
$218K - $243K
|
1.07K
$665K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-446- 1.78% |
$246K - $273K
|
24.6K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
100K+ 19.23% |
$55.1M - $61.3M
|
620K
$387M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-194- 2.71% |
$107K - $119K
|
6.96K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.95% |
$9.93K - $11K
|
941
$587K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.03K+ 12.47% |
$2.77M - $3.08M
|
45.4K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.4K- 1.84% |
$1.33M - $1.47M
|
128K
$79.8M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
357+ 1.59% |
$197K - $219K
|
22.7K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-98- 7.01% |
$54K - $60.1K
|
1.3K
$811K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.49K- 13.06% |
$2.48M - $2.75M
|
29.9K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
226+ 4.01% |
$125K - $139K
|
5.86K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
267+ 0.22% |
$147K - $164K
|
124K
$77.2M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-162- 1.66% |
$89.3K - $99.3K
|
9.59K
$5.99M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11.2K- 99.82% |
$6.16M - $6.85M
|
20
$12.5K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-12- 0.36% |
$6.62K - $7.36K
|
3.31K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.34K- 32.25% |
$737K - $819K
|
2.81K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
740+ 136.28% |
$408K - $454K
|
1.28K
$801K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-9- 1.42% |
$4.96K - $5.52K
|
626
$391K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.63K- 28.07% |
$1.45M - $1.61M
|
6.74K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
100+ 6.37% |
$55.1K - $61.3K
|
1.67K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-457- 8.06% |
$252K - $280K
|
5.21K
$3.25M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-474- 51.58% |
$261K - $291K
|
445
$278K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.02K+ 153.5% |
$2.77M - $3.08M
|
8.29K
$5.17M
|