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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Mufg Bank, Ltd.
New York, NY |
BUY
|
- |
218KNew |
$124M - $133M
|
218K
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
294KNew |
$167M - $179M
|
294K
$184M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
76.8KNew |
$43.6M - $46.7M
|
76.8K
$48M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-245- 0.48% |
$139K - $149K
|
51.3K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6+ 1.55% |
$3.41K - $3.65K
|
394
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.44KNew |
$5.36M - $5.73M
|
9.44K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
PUT |
-400- 4.44% |
$227K - $243K
|
8.6K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
115KNew |
$65.4M - $70M
|
115K
$72M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-79- 14.91% |
$44.9K - $48K
|
451
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
540+ 63.38% |
$307K - $328K
|
1.39K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
354New |
$201K - $215K
|
354
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.8KNew |
$1.59M - $1.7M
|
2.8K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$9.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
860New |
$488K - $523K
|
860
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
148+ 22.91% |
$84K - $90K
|
794
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3KNew |
$1.7M - $1.82M
|
3K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
PUT |
700New |
$397K - $425K
|
700
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
83KNew |
$47.1M - $50.4M
|
83K
$51.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
PUT |
14.5KNew |
$8.23M - $8.81M
|
14.5K
$9.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
8.71KNew |
$4.95M - $5.29M
|
8.71K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
747+ 6.85% |
$424K - $454K
|
11.6K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.95K+ 677.47% |
$1.67M - $1.79M
|
3.38K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-238- 13.34% |
$135K - $145K
|
1.55K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
3.78K+ 172.26% |
$2.15M - $2.3M
|
5.98K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
283+ 4.22% |
$161K - $172K
|
6.99K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-34- 0.56% |
$19.3K - $20.7K
|
6.07K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-24- 4.48% |
$13.6K - $14.6K
|
512
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$1.64M - $1.75M
|
2.88K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
5New |
$2.84K - $3.04K
|
5
$3.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
CALL |
200New |
$114K - $122K
|
200
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-31K- 6.89% |
$17.6M - $18.8M
|
419K
$262M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.61KNew |
$914K - $978K
|
1.61K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.24KNew |
$1.27M - $1.36M
|
2.24K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
PUT |
-100- 2.7% |
$56.8K - $60.8K
|
3.6K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
30+ 25.0% |
$17K - $18.2K
|
150
$93.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-24- 2.26% |
$13.6K - $14.6K
|
1.04K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
18+ 1.87% |
$10.2K - $10.9K
|
983
$614K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
405New |
$230K - $246K
|
405
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-430K- 86.23% |
$244M - $261M
|
68.6K
$42.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
35New |
$19.9K - $21.3K
|
35
$21.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.02K+ 3.68% |
$1.15M - $1.23M
|
56.9K
$35.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-19- 1.02% |
$10.8K - $11.5K
|
1.84K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-306- 25.59% |
$174K - $186K
|
890
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
15KNew |
$8.52M - $9.12M
|
15K
$9.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
553New |
$314K - $336K
|
553
$346K
|