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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
319+ 48.41% |
$181K - $194K
|
978
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-900- 81.82% |
$511K - $547K
|
200
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
200New |
$114K - $122K
|
200
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
PUT |
3KNew |
$1.7M - $1.82M
|
3K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
252New |
$143K - $153K
|
252
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
CALL |
1.6KNew |
$908K - $972K
|
1.6K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.99% |
$2.27K - $2.43K
|
399
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-26- 1.97% |
$14.8K - $15.8K
|
1.3K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-454- 1.25% |
$258K - $276K
|
36K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
10KNew |
$5.68M - $6.08M
|
10K
$6.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.96K- 41.24% |
$1.68M - $1.8M
|
4.21K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$24.4K - $26.1K
|
11.3K
$7.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
PUT |
-400- 57.14% |
$227K - $243K
|
300
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.76K- 36.31% |
$3.84M - $4.11M
|
11.9K
$7.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 1.89% |
$22.7K - $24.3K
|
2.08K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.29% |
$568 - $608
|
350
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.3K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.14K- 85.41% |
$4.06M - $4.34M
|
1.22K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
PUT |
3.7K+ 1.47% |
$2.1M - $2.25M
|
255K
$159M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
PUT |
300New |
$170K - $182K
|
300
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.09KNew |
$3.46M - $3.7M
|
6.09K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
94+ 12.19% |
$53.4K - $57.1K
|
865
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$568 - $608
|
1.63K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.28% |
$568 - $608
|
363
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.54K - $4.86K
|
2.66K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
162New |
$92K - $98.5K
|
162
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$1.14K - $1.22K
|
3.48K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
PUT |
3.5KNew |
$1.99M - $2.13M
|
3.5K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
PUT |
-300- 10.0% |
$170K - $182K
|
2.7K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-11K- 67.98% |
$6.25M - $6.69M
|
5.18K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
460New |
$261K - $280K
|
460
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
PUT |
1KNew |
$568K - $608K
|
1K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
603New |
$342K - $367K
|
603
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
PUT |
53.6KNew |
$30.4M - $32.6M
|
53.6K
$33.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$568 - $608
|
219
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-349- 25.51% |
$198K - $212K
|
1.02K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-108- 3.53% |
$61.3K - $65.6K
|
2.95K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 11.07% |
$45.4K - $48.6K
|
643
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
18+ 11.84% |
$10.2K - $10.9K
|
170
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
100New |
$56.8K - $60.8K
|
100
$62.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
15+ 4.2% |
$8.52K - $9.12K
|
372
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-8- 1.03% |
$4.54K - $4.86K
|
772
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
195New |
$111K - $119K
|
195
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
PUT |
70KNew |
$39.7M - $42.5M
|
70K
$43.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$568 - $608
|
536
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
PUT |
1KNew |
$568K - $608K
|
1K
$625K
|