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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
12.4K+ 68.51% |
$6.84M - $7.6M
|
30.5K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6- 0.54% |
$3.31K - $3.68K
|
1.1K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-58- 2.62% |
$32K - $35.5K
|
2.16K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-151- 2.19% |
$83.3K - $92.6K
|
6.74K
$4.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-379- 25.92% |
$209K - $232K
|
1.08K
$677K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-184- 0.61% |
$101K - $113K
|
30.2K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
14K
$8.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.3K+ 1.44% |
$717K - $797K
|
91.5K
$57.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.02K+ 8.67% |
$560K - $622K
|
12.7K
$7.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.36K- 15.45% |
$4.06M - $4.51M
|
40.3K
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
1.41K+ 48.32% |
$779K - $866K
|
4.34K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-557- 0.29% |
$307K - $341K
|
193K
$120M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
553+ 2.84% |
$305K - $339K
|
20.1K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-3.03K- 1.13% |
$1.67M - $1.86M
|
264K
$165M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-64- 1.41% |
$35.3K - $39.2K
|
4.49K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
795+ 2.62% |
$438K - $487K
|
31.2K
$19.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14- 0.36% |
$7.72K - $8.58K
|
3.83K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.16K+ 209.17% |
$641K - $713K
|
1.72K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.43K+ 237.57% |
$2.44M - $2.71M
|
6.29K
$3.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500+ 14.41% |
$276K - $306K
|
3.97K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
69+ 1.52% |
$38K - $42.3K
|
4.6K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
483+ 4.87% |
$266K - $296K
|
10.4K
$6.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
6.07K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.03K+ 6.05% |
$2.78M - $3.08M
|
88.3K
$55.2M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 1.67% |
$13.2K - $14.7K
|
1.46K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-89- 0.37% |
$49.1K - $54.6K
|
24.1K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-379- 15.09% |
$209K - $232K
|
2.13K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17.6K- 15.68% |
$9.71M - $10.8M
|
94.7K
$59.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-112- 3.75% |
$61.8K - $68.6K
|
2.87K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5K+ 92.28% |
$2.75M - $3.06M
|
10.4K
$6.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6+ 0.59% |
$3.31K - $3.68K
|
1.02K
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29.6KNew |
$16.3M - $18.1M
|
29.6K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.61K+ 100.84% |
$1.99M - $2.21M
|
7.19K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-747- 5.96% |
$412K - $458K
|
11.8K
$7.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.37K- 31.76% |
$756K - $840K
|
2.95K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-349- 20.87% |
$192K - $214K
|
1.32K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.7% |
$63.4K - $70.5K
|
6.89K
$4.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-65- 3.84% |
$35.8K - $39.8K
|
1.63K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 8.99% |
$783K - $870K
|
14.4K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 8.3% |
$760K - $845K
|
15.2K
$9.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
743+ 18.12% |
$410K - $455K
|
4.84K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-784- 3.47% |
$432K - $481K
|
21.8K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
196+ 4.94% |
$108K - $120K
|
4.16K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-27- 5.11% |
$14.9K - $16.5K
|
501
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4- 0.1% |
$2.21K - $2.45K
|
3.87K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.4K- 44.78% |
$7.93M - $8.82M
|
17.7K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-389- 42.51% |
$215K - $238K
|
526
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-15- 0.17% |
$8.27K - $9.19K
|
8.75K
$5.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-123- 1.4% |
$67.8K - $75.4K
|
8.65K
$5.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-1.26K- 27.74% |
$696K - $774K
|
3.29K
$2.05M
|