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 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.59% |
$4.41K - $4.9K
|
512
$320K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.53K+ 0.97% |
$841K - $935K
|
159K
$99.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
600+ 84.15% |
$331K - $368K
|
1.31K
$820K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
128+ 0.92% |
$70.6K - $78.5K
|
14K
$8.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.31% |
$12.1K - $13.5K
|
7.2K
$4.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 2.31% |
$67.8K - $75.4K
|
5.19K
$3.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$125K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
90+ 6.82% |
$49.6K - $55.2K
|
1.41K
$881K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
190+ 30.35% |
$105K - $116K
|
816
$510K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
494+ 7.7% |
$272K - $303K
|
6.91K
$4.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.31K- 34.55% |
$722K - $802K
|
2.48K
$1.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12.6K+ 31.81% |
$6.96M - $7.73M
|
52.3K
$32.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-262- 14.92% |
$144K - $161K
|
1.49K
$933K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-5.6K- 52.83% |
$3.09M - $3.43M
|
5K
$3.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-881- 16.42% |
$486K - $540K
|
4.49K
$2.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.84K- 12.68% |
$2.12M - $2.35M
|
26.4K
$16.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 5.09% |
$18.2K - $20.2K
|
681
$425K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-101K- 49.79% |
$55.7M - $61.9M
|
102K
$63.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.76K - $3.06K
|
1.84K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-36- 1.22% |
$19.9K - $22.1K
|
2.92K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.88K- 39.66% |
$2.69M - $2.99M
|
7.43K
$4.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-117- 1.49% |
$64.5K - $71.7K
|
7.73K
$4.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
661+ 174.87% |
$364K - $405K
|
1.04K
$649K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-131- 11.8% |
$72.2K - $80.3K
|
979
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3+ 0.46% |
$1.65K - $1.84K
|
657
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.23K+ 201.14% |
$2.33M - $2.59M
|
6.33K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.13% |
$12.1K - $13.5K
|
17.2K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
848+ 4.11% |
$468K - $520K
|
21.5K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-291- 23.93% |
$160K - $178K
|
925
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-850- 53.53% |
$469K - $521K
|
738
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.12K+ 13.48% |
$619K - $688K
|
9.45K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-40.5K- 98.41% |
$22.3M - $24.8M
|
656
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-125- 1.61% |
$68.9K - $76.6K
|
7.65K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.35K+ 1.58% |
$744K - $827K
|
86.6K
$54.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
31.5K+ 98.81% |
$17.4M - $19.3M
|
63.4K
$39.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 13.46% |
$3.86K - $4.29K
|
59
$36.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2+ 0.14% |
$1.1K - $1.23K
|
1.39K
$869K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
217+ 22.12% |
$120K - $133K
|
1.2K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.98K+ 10.31% |
$3.29M - $3.66M
|
63.9K
$39.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
255+ 66.06% |
$141K - $156K
|
641
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.62K- 6.19% |
$2M - $2.22M
|
54.9K
$34.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
11.9K+ 3.78% |
$6.55M - $7.28M
|
326K
$204M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.09% |
$2.21K - $2.45K
|
4.5K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.68K+ 19.18% |
$2.03M - $2.26M
|
22.9K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.32% |
$2.21K - $2.45K
|
1.25K
$778K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.96K- 9.5% |
$3.84M - $4.27M
|
66.3K
$41.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
571+ 4.45% |
$315K - $350K
|
13.4K
$8.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
97+ 2.55% |
$53.5K - $59.5K
|
3.91K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4+ 0.79% |
$2.21K - $2.45K
|
511
$319K
|