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 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-300- 28.87% |
$165K - $184K
|
739
$462K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-82- 0.81% |
$45.2K - $50.3K
|
9.98K
$6.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
111+ 0.78% |
$61.2K - $68K
|
14.4K
$9M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
135+ 12.83% |
$74.4K - $82.7K
|
1.19K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-779- 15.71% |
$430K - $477K
|
4.18K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 9.91% |
$24.8K - $27.6K
|
499
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 14.77% |
$889K - $989K
|
9.31K
$5.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
259+ 7.92% |
$143K - $159K
|
3.53K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.11% |
$7.17K - $7.97K
|
12.3K
$7.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.48K+ 45.76% |
$4.13M - $4.59M
|
23.8K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-3.15K- 6.93% |
$1.73M - $1.93M
|
42.3K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$1.1K - $1.23K
|
843
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-63.9K- 35.02% |
$35.2M - $39.2M
|
119K
$74.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-30.9K- 87.99% |
$17M - $18.9M
|
4.22K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
272+ 71.02% |
$150K - $167K
|
655
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
99+ 3.27% |
$54.6K - $60.7K
|
3.13K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
709+ 16.58% |
$391K - $435K
|
4.98K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-171- 0.82% |
$94.3K - $105K
|
20.8K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.83KNew |
$2.66M - $2.96M
|
4.83K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-23- 0.37% |
$12.7K - $14.1K
|
6.15K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7+ 0.11% |
$3.86K - $4.29K
|
6.59K
$4.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 9.88% |
$846K - $940K
|
14K
$8.74M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-544- 5.87% |
$300K - $333K
|
8.73K
$5.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.83K- 13.88% |
$1.01M - $1.12M
|
11.3K
$7.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-150- 5.4% |
$82.7K - $91.9K
|
2.63K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-457- 1.93% |
$252K - $280K
|
23.3K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-133- 4.95% |
$73.3K - $81.5K
|
2.55K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-877- 0.81% |
$484K - $538K
|
108K
$67.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
265+ 36.96% |
$146K - $162K
|
982
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
BUY
|
- |
92+ 23.71% |
$50.7K - $56.4K
|
480
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$3.31K - $3.68K
|
3.36K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-43- 6.23% |
$23.7K - $26.4K
|
647
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
143+ 0.43% |
$78.9K - $87.6K
|
33.6K
$21M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 0.13% |
$1.1K - $1.23K
|
1.51K
$946K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
295+ 36.83% |
$163K - $181K
|
1.1K
$685K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-819- 3.93% |
$452K - $502K
|
20K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.9K- 18.87% |
$9.87M - $11M
|
77K
$48.1M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-949- 4.12% |
$523K - $582K
|
22.1K
$13.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.81K- 61.72% |
$996K - $1.11M
|
1.12K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-560- 3.61% |
$309K - $343K
|
15K
$9.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.3K- 29.23% |
$2.92M - $3.25M
|
12.8K
$8.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.76K - $3.06K
|
838
$524K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-131- 4.74% |
$72.2K - $80.3K
|
2.63K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-325- 6.9% |
$179K - $199K
|
4.38K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-3- 0.07% |
$1.65K - $1.84K
|
4K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-203- 0.53% |
$112K - $124K
|
38.4K
$24M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 62.11% |
$65.1K - $72.3K
|
72
$45K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
874+ 3.48% |
$482K - $536K
|
26K
$16.2M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 8.13% |
$821K - $912K
|
19.8K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-150- 1.32% |
$82.7K - $91.9K
|
11.2K
$7.01M
|