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 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
108+ 0.65% |
$59.6K - $66.2K
|
16.7K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-533- 9.91% |
$294K - $327K
|
4.85K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-163- 50.46% |
$89.9K - $99.9K
|
160
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-71- 14.55% |
$39.2K - $43.5K
|
417
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-55- 3.43% |
$30.3K - $33.7K
|
1.55K
$968K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.8K- 0.99% |
$6.51M - $7.24M
|
1.18M
$737M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
27.5K+ 5.44% |
$15.2M - $16.9M
|
533K
$333M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
45+ 2.66% |
$24.8K - $27.6K
|
1.73K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-101- 19.46% |
$55.7K - $61.9K
|
418
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.31K - $3.68K
|
9.33K
$5.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
231+ 0.19% |
$127K - $142K
|
123K
$76.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.94K+ 2.28% |
$3.27M - $3.64M
|
267K
$167M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-599- 35.76% |
$330K - $367K
|
1.08K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-488- 3.91% |
$269K - $299K
|
12K
$7.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-45- 0.53% |
$24.8K - $27.6K
|
8.44K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-225- 3.35% |
$124K - $138K
|
6.49K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-159- 8.06% |
$87.7K - $97.5K
|
1.81K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-365- 7.33% |
$201K - $224K
|
4.62K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-49- 5.19% |
$27K - $30K
|
895
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
55+ 2.68% |
$30.3K - $33.7K
|
2.11K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-87- 10.26% |
$48K - $53.3K
|
761
$475K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 40.65% |
$809K - $900K
|
2.14K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
28+ 0.74% |
$15.4K - $17.2K
|
3.8K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.45K- 68.65% |
$2.45M - $2.73M
|
2.03K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
183+ 7.16% |
$101K - $112K
|
2.74K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-161- 0.58% |
$88.8K - $98.7K
|
27.4K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-48.9K- 91.52% |
$27M - $30M
|
4.53K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-137- 15.6% |
$75.5K - $84K
|
741
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.8% |
$12.1K - $13.5K
|
2.77K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.49K+ 40.56% |
$2.48M - $2.75M
|
15.6K
$9.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.31K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-52- 5.69% |
$28.7K - $31.9K
|
862
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.1K- 15.49% |
$607K - $674K
|
6K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.44K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
131+ 5.15% |
$72.2K - $80.3K
|
2.68K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.16K+ 56.86% |
$1.19M - $1.33M
|
5.97K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
7.03K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
697+ 2.52% |
$384K - $427K
|
28.4K
$17.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 28.73% |
$748K - $831K
|
6.08K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.06K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-207- 4.12% |
$114K - $127K
|
4.82K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-835- 3.15% |
$460K - $512K
|
25.7K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.9K- 6.13% |
$6.01M - $6.68M
|
167K
$104M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
101+ 15.93% |
$55.7K - $61.9K
|
735
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
1.9K+ 41.34% |
$1.05M - $1.16M
|
6.49K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
53+ 5.14% |
$29.2K - $32.5K
|
1.09K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.81K+ 16.93% |
$3.75M - $4.17M
|
47K
$29.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 7.41% |
$17.6K - $19.6K
|
464
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-53- 0.82% |
$29.2K - $32.5K
|
6.4K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-104- 4.2% |
$57.3K - $63.7K
|
2.37K
$1.48M
|