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 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.93K- 5.44% |
$4.37M - $4.86M
|
138K
$85.9M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-8.56K- 1.39% |
$4.72M - $5.24M
|
607K
$379M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
$3.86K - $4.29K
|
1.67K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-138- 1.49% |
$76.1K - $84.6K
|
9.11K
$5.68M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
77+ 4.3% |
$42.5K - $47.2K
|
1.87K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 0.84% |
$27.6K - $30.6K
|
5.89K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-182- 7.42% |
$100K - $112K
|
2.27K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-139- 2.95% |
$76.6K - $85.2K
|
4.58K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$886K - $985K
|
66.4K
$41.4M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-6.21K- 9.66% |
$3.42M - $3.8M
|
58K
$36.2M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.79K+ 51.23% |
$988K - $1.1M
|
5.29K
$3.3M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
948+ 55.86% |
$523K - $581K
|
2.65K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-113- 9.85% |
$62.3K - $69.3K
|
1.03K
$645K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
450+ 3.44% |
$248K - $276K
|
13.5K
$8.44M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.1K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.33K+ 34.07% |
$1.83M - $2.04M
|
13.1K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 4.49% |
$632K - $702K
|
26.7K
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.73K- 4.63% |
$956K - $1.06M
|
35.7K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
950+ 14.22% |
$524K - $582K
|
7.63K
$4.76M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-203- 35.68% |
$112K - $124K
|
366
$228K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
682+ 0.28% |
$376K - $418K
|
249K
$155M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.43K+ 7.87% |
$4.1M - $4.55M
|
102K
$63.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
400New |
$221K - $245K
|
400
$250K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
22.5K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
920New |
$507K - $564K
|
920
$574K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
692+ 6.24% |
$382K - $424K
|
11.8K
$7.35M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
581+ 0.47% |
$320K - $356K
|
126K
$78.3M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.06K+ 0.58% |
$583K - $648K
|
183K
$114M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.34K+ 13.59% |
$736K - $818K
|
11.2K
$6.97M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.18KNew |
$652K - $725K
|
1.18K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-49- 0.22% |
$27K - $30K
|
22.4K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.22K+ 2.16% |
$673K - $748K
|
57.7K
$36M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.16% |
$1.1K - $1.23K
|
1.27K
$793K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.33K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
538+ 54.02% |
$297K - $330K
|
1.53K
$957K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-331- 3.07% |
$183K - $203K
|
10.5K
$6.53M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.13% |
$551 - $613
|
792
$494K
|
|
|
May 05, 2025
Q1 2025
|
Akuna Securities LLC
Chicago, IL |
SELL
|
- |
-49.6K- 7.11% |
$27.4M - $30.4M
|
648K
$404M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.2K+ 15.85% |
$7.81M - $8.68M
|
104K
$64.6M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
79+ 23.1% |
$43.6K - $48.4K
|
421
$263K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.02K- 34.19% |
$1.67M - $1.85M
|
5.82K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
471+ 8.62% |
$260K - $289K
|
5.93K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.04K- 59.5% |
$575K - $639K
|
710
$443K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-60- 3.81% |
$33.1K - $36.8K
|
1.51K
$944K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
836New |
$461K - $512K
|
836
$522K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-944- 3.43% |
$521K - $579K
|
26.6K
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.7K- 47.52% |
$30.2M - $33.5M
|
60.4K
$37.7M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-585K- 77.07% |
$323M - $359M
|
174K
$109M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
PUT |
-1.79M- 97.81% |
$987M - $1.1B
|
40K
$25M
|