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
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-131- 9.29% |
$72.2K - $80.3K
|
1.28K
$798K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-131- 11.8% |
$72.2K - $80.3K
|
979
$611K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-131- 0.65% |
$72.2K - $80.3K
|
20.1K
$12.6M
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-131- 4.74% |
$72.2K - $80.3K
|
2.63K
$1.64M
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-130- 7.27% |
$71.7K - $79.7K
|
1.66K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.1% |
$71.7K - $79.7K
|
11.7K
$7.29M
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-130- 16.03% |
$71.7K - $79.7K
|
681
$425K
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-130- 15.93% |
$71.7K - $79.7K
|
686
$428K
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-129- 13.8% |
$71.1K - $79.1K
|
806
$503K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-128- 6.79% |
$70.6K - $78.5K
|
1.76K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-127- 12.29% |
$70K - $77.8K
|
906
$565K
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-127- 5.76% |
$70K - $77.8K
|
2.08K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-127- 3.72% |
$70K - $77.8K
|
3.29K
$2.05M
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-127- 4.41% |
$70K - $77.8K
|
2.75K
$1.72M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 0.85% |
$69.5K - $77.2K
|
14.7K
$9.2M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-126- 1.65% |
$69.5K - $77.2K
|
7.51K
$4.68M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-126- 2.71% |
$69.5K - $77.2K
|
4.52K
$2.82M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-125- 3.78% |
$68.9K - $76.6K
|
3.18K
$1.99M
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-125- 3.39% |
$68.9K - $76.6K
|
3.56K
$2.22M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 0.54% |
$68.9K - $76.6K
|
23.2K
$14.5M
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-125- 1.61% |
$68.9K - $76.6K
|
7.65K
$4.77M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-125- 1.67% |
$68.9K - $76.6K
|
7.36K
$4.59M
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-124- 24.36% |
$68.4K - $76K
|
385
$240K
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-124- 0.41% |
$68.4K - $76K
|
30.2K
$18.8M
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-123- 15.39% |
$67.8K - $75.4K
|
676
$422K
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-123- 1.4% |
$67.8K - $75.4K
|
8.65K
$5.4M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 2.31% |
$67.8K - $75.4K
|
5.19K
$3.24M
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-122- 3.53% |
$67.3K - $74.8K
|
3.33K
$2.08M
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-121- 0.8% |
$66.7K - $74.2K
|
15.1K
$9.41M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-121- 0.6% |
$66.7K - $74.2K
|
20K
$12.5M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-121- 2.86% |
$66.7K - $74.2K
|
4.12K
$2.57M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-120- 1.99% |
$66.2K - $73.6K
|
5.92K
$3.69M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-120- 17.52% |
$66.2K - $73.6K
|
565
$353K
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-120- 0.72% |
$66.2K - $73.6K
|
16.5K
$10.3M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-120- 8.64% |
$66.2K - $73.6K
|
1.27K
$792K
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-118- 1.98% |
$65.1K - $72.3K
|
5.86K
$3.65M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 62.11% |
$65.1K - $72.3K
|
72
$44.9K
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-117- 8.33% |
$64.5K - $71.7K
|
1.29K
$803K
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-117- 1.81% |
$64.5K - $71.7K
|
6.33K
$3.95M
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-117- 5.6% |
$64.5K - $71.7K
|
1.97K
$1.23M
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-117- 1.68% |
$64.5K - $71.7K
|
6.85K
$4.27M
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-117- 1.49% |
$64.5K - $71.7K
|
7.73K
$4.83M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-116- 4.11% |
$64K - $71.1K
|
2.7K
$1.69M
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-116- 6.59% |
$64K - $71.1K
|
1.64K
$1.03M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-116- 14.32% |
$64K - $71.1K
|
694
$433K
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-116- 24.32% |
$64K - $71.1K
|
361
$225K
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-114- 2.6% |
$62.9K - $69.9K
|
4.26K
$2.66M
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-114- 1.94% |
$62.9K - $69.9K
|
5.76K
$3.6M
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-113- 9.85% |
$62.3K - $69.3K
|
1.03K
$645K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-112- 4.05% |
$61.8K - $68.6K
|
2.66K
$1.66M
|