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
|
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
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
55+ 0.6% |
$30.3K - $33.7K
|
9.18K
$5.73M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-143- 1.29% |
$78.9K - $87.6K
|
10.9K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-36- 2.9% |
$19.9K - $22.1K
|
1.21K
$753K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19+ 0.2% |
$10.5K - $11.6K
|
9.39K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.33K- 32.59% |
$1.28M - $1.43M
|
4.82K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-199K- 5.85% |
$110M - $122M
|
3.2M
$2B
|
|
|
May 07, 2025
Q1 2025
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-139K- 49.42% |
$76.8M - $85.3M
|
143K
$88.9M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-117- 1.81% |
$64.5K - $71.7K
|
6.33K
$3.95M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.93K+ 70.29% |
$1.06M - $1.18M
|
4.67K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.8K+ 105.43% |
$15.3M - $17.1M
|
54.2K
$33.8M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 14.94% |
$590K - $656K
|
6.09K
$3.8M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-989- 1.33% |
$545K - $606K
|
73.5K
$45.9M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-483- 11.74% |
$266K - $296K
|
3.63K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
841+ 39.73% |
$464K - $515K
|
2.96K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
918+ 3.81% |
$506K - $563K
|
25K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.3K- 11.6% |
$8.46M - $9.4M
|
117K
$72.9M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
29+ 1.44% |
$16K - $17.8K
|
2.04K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$8.27K - $9.19K
|
6.96K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-19- 2.87% |
$10.5K - $11.6K
|
642
$401K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$845K - $939K
|
1.53K
$956K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
731+ 1.4% |
$403K - $448K
|
52.9K
$33M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
370+ 1.69% |
$204K - $227K
|
22.3K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-59- 6.68% |
$32.5K - $36.2K
|
824
$514K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-15.2K- 22.74% |
$8.35M - $9.29M
|
51.5K
$32.1M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-62- 3.85% |
$34.2K - $38K
|
1.55K
$966K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-369- 0.66% |
$203K - $226K
|
55.5K
$34.6M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
72+ 14.72% |
$39.7K - $44.1K
|
561
$350K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.54K+ 178.81% |
$1.95M - $2.17M
|
5.53K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
52+ 8.23% |
$28.7K - $31.9K
|
684
$427K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.59K- 53.88% |
$1.43M - $1.59M
|
2.22K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-137- 3.19% |
$75.5K - $84K
|
4.16K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-812- 7.13% |
$448K - $498K
|
10.6K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-32- 2.0% |
$17.6K - $19.6K
|
1.57K
$981K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$34.2K - $38K
|
62
$38.7K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.67K+ 45.15% |
$2.03M - $2.25M
|
11.8K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.03K- 68.67% |
$1.12M - $1.24M
|
925
$577K
|