Latest Institutional Sells of Spdr S&P 500 ETF Trust (SPY)
This list provides information on the latest institutional transactions involving Spdr S&P 500 ETF Trust (SPY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-784- 3.47% |
$432K - $481K
|
21.8K
$13M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-779- 57.32% |
$430K - $477K
|
580
$345K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-779- 15.71% |
$430K - $477K
|
4.18K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-778- 44.46% |
$429K - $477K
|
972
$578K
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-778- 22.51% |
$429K - $477K
|
2.68K
$1.59M
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-778- 0.51% |
$429K - $477K
|
151K
$89.9M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-777- 5.14% |
$428K - $476K
|
14.3K
$8.53M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-769- 3.91% |
$424K - $471K
|
18.9K
$11.2M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-768- 29.01% |
$423K - $471K
|
1.88K
$1.12M
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-765- 1.17% |
$422K - $469K
|
64.8K
$38.6M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-762- 42.71% |
$420K - $467K
|
1.02K
$608K
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-762- 36.81% |
$420K - $467K
|
1.31K
$778K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-757- 8.51% |
$417K - $464K
|
8.13K
$4.84M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-755- 20.49% |
$416K - $463K
|
2.93K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-752- 6.05% |
$415K - $461K
|
11.7K
$6.95M
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-749- 23.1% |
$413K - $459K
|
2.49K
$1.48M
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-748- 8.13% |
$412K - $458K
|
8.45K
$5.02M
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-747- 5.96% |
$412K - $458K
|
11.8K
$7.01M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-742- 13.97% |
$409K - $455K
|
4.57K
$2.72M
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-737- 0.23% |
$406K - $452K
|
317K
$188M
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-735- 35.94% |
$405K - $451K
|
1.31K
$779K
|
|
May 14, 2025
Q1 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-733- 44.83% |
$404K - $449K
|
902
$537K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-733- 2.35% |
$404K - $449K
|
30.5K
$18.1M
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-733- 34.51% |
$404K - $449K
|
1.39K
$827K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 8.92% |
$404K - $449K
|
7.47K
$4.44M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-729- 0.82% |
$402K - $447K
|
88.1K
$52.4M
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-727- 1.54% |
$401K - $446K
|
46.6K
$27.7M
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-721- 1.68% |
$398K - $442K
|
42.3K
$25.1M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-721- 19.14% |
$398K - $442K
|
3.05K
$1.81M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-721- 13.56% |
$398K - $442K
|
4.6K
$2.73M
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-719- 1.24% |
$396K - $441K
|
57.1K
$34M
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-716- 7.28% |
$395K - $439K
|
9.12K
$5.43M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-709- 11.15% |
$391K - $435K
|
5.65K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-701- 5.45% |
$387K - $430K
|
12.2K
$7.23M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-701- 0.35% |
$387K - $430K
|
202K
$120M
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-695- 15.9% |
$383K - $426K
|
3.68K
$2.19M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-687- 0.34% |
$379K - $421K
|
203K
$121M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-685- 0.37% |
$378K - $420K
|
184K
$110M
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-684- 0.96% |
$377K - $419K
|
70.4K
$41.9M
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-684- 6.45% |
$377K - $419K
|
9.93K
$5.91M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-680- 9.01% |
$375K - $417K
|
6.87K
$4.09M
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-680- 3.73% |
$375K - $417K
|
17.6K
$10.4M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-679- 6.9% |
$374K - $416K
|
9.16K
$5.45M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 10.0% |
$372K - $414K
|
6.08K
$3.61M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-675- 5.35% |
$372K - $414K
|
11.9K
$7.1M
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-669- 12.29% |
$369K - $410K
|
4.78K
$2.84M
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-669- 13.53% |
$369K - $410K
|
4.28K
$2.54M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-666- 1.64% |
$367K - $408K
|
39.9K
$23.7M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-661- 20.64% |
$364K - $405K
|
2.54K
$1.51M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-660- 2.09% |
$364K - $405K
|
30.9K
$18.4M
|