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
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.8K+ 28.25% |
$2.1M - $2.33M
|
17.3K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
528+ 3.7% |
$291K - $324K
|
14.8K
$9.24M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-60.9K- 96.02% |
$33.6M - $37.3M
|
2.53K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 2.05% |
$18.2K - $20.2K
|
1.65K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.4K- 2.4% |
$5.74M - $6.38M
|
423K
$264M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
445+ 0.19% |
$245K - $273K
|
240K
$150M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
314+ 22.02% |
$173K - $192K
|
1.74K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-25- 0.69% |
$13.8K - $15.3K
|
3.61K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
99+ 2.29% |
$54.6K - $60.7K
|
4.43K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
487New |
$269K - $298K
|
487
$304K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
530+ 23.29% |
$292K - $325K
|
2.81K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
360+ 19.15% |
$199K - $221K
|
2.24K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-28- 0.79% |
$15.4K - $17.2K
|
3.53K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 3.55% |
$38.6K - $42.9K
|
1.9K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1New |
$551 - $613
|
1
$624
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-315- 0.7% |
$174K - $193K
|
44.5K
$27.8M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.98K- 30.98% |
$2.74M - $3.05M
|
11.1K
$6.92M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-898- 7.13% |
$495K - $550K
|
11.7K
$7.3M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
20.9K+ 113.49% |
$11.5M - $12.8M
|
39.3K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
24+ 13.56% |
$13.2K - $14.7K
|
201
$125K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
186+ 5.18% |
$103K - $114K
|
3.78K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-128- 6.79% |
$70.6K - $78.5K
|
1.76K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-567- 50.67% |
$313K - $348K
|
552
$344K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.3K+ 13.87% |
$13.4M - $14.9M
|
200K
$125M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$551 - $613
|
757
$472K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.17K+ 2.72% |
$642K - $714K
|
44K
$27.5M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
97+ 6.44% |
$53.5K - $59.5K
|
1.6K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
123K+ 124.46% |
$67.9M - $75.4M
|
222K
$138M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-719- 1.24% |
$396K - $441K
|
57.1K
$35.6M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7+ 0.97% |
$3.86K - $4.29K
|
729
$455K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 1.17% |
$55.1K - $61.3K
|
8.66K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.24K- 31.84% |
$4.54M - $5.05M
|
17.6K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 60.6% |
$6.31M - $7.01M
|
7.44K
$4.64M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15- 0.37% |
$8.27K - $9.19K
|
3.99K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.37K+ 20.53% |
$2.41M - $2.68M
|
25.7K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
PUT |
14.4K+ 7200.0% |
$7.94M - $8.83M
|
14.6K
$9.11M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-237- 14.67% |
$131K - $145K
|
1.38K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.74K+ 1.43% |
$1.51M - $1.68M
|
194K
$121M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10.9K- 15.7% |
$5.98M - $6.65M
|
58.3K
$36.4M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$551 - $613
|
395
$247K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
90+ 7.29% |
$49.6K - $55.2K
|
1.32K
$826K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
927+ 2.42% |
$511K - $568K
|
39.2K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.85K- 22.02% |
$1.57M - $1.74M
|
10.1K
$6.29M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-140- 2.73% |
$77.2K - $85.8K
|
4.99K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-22.7K- 64.86% |
$12.5M - $13.9M
|
12.3K
$7.67M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10K+ 1.91% |
$5.53M - $6.14M
|
535K
$334M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-52- 27.37% |
$28.7K - $31.9K
|
138
$86.1K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
331+ 27.84% |
$183K - $203K
|
1.52K
$949K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
PUT |
-17.5K- 35.57% |
$9.65M - $10.7M
|
31.7K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-29- 0.05% |
$16K - $17.8K
|
63.5K
$39.6M
|