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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-900- 81.82% |
$511K - $547K
|
200
$119K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-888- 32.94% |
$504K - $540K
|
1.81K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-825- 0.61% |
$468K - $501K
|
135K
$80M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
SELL
|
PUT |
-775- 77.5% |
$440K - $471K
|
225
$134K
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.65M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-632- 24.38% |
$359K - $384K
|
1.96K
$1.16M
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-600- 53.14% |
$341K - $365K
|
529
$314K
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-595- 8.59% |
$338K - $362K
|
6.33K
$3.76M
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-565- 3.97% |
$321K - $343K
|
13.7K
$8.12M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-510- 0.82% |
$290K - $310K
|
62K
$36.8M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-500- 18.34% |
$284K - $304K
|
2.23K
$1.32M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-470- 15.71% |
$267K - $286K
|
2.52K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-454- 1.25% |
$258K - $276K
|
36K
$21.4M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-441- 24.15% |
$250K - $268K
|
1.39K
$823K
|
|
Feb 14, 2025
Q4 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-420- 18.05% |
$238K - $255K
|
1.91K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-416- 2.57% |
$236K - $253K
|
15.8K
$9.38M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-408- 1.54% |
$232K - $248K
|
26.1K
$15.5M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
CALL |
-400- 9.09% |
$227K - $243K
|
4K
$2.38M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
PUT |
-400- 4.44% |
$227K - $243K
|
8.6K
$5.11M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
PUT |
-400- 57.14% |
$227K - $243K
|
300
$178K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 2.08% |
$215K - $230K
|
17.8K
$10.6M
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-355- 31.78% |
$202K - $216K
|
762
$453K
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-349- 25.51% |
$198K - $212K
|
1.02K
$606K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-335- 0.86% |
$190K - $204K
|
38.6K
$22.9M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-331- 6.28% |
$188K - $201K
|
4.94K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-314- 0.87% |
$178K - $191K
|
35.8K
$21.2M
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-306- 25.59% |
$174K - $186K
|
890
$529K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
PUT |
-300- 10.0% |
$170K - $182K
|
2.7K
$1.6M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$8.75M
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-245- 0.48% |
$139K - $149K
|
51.3K
$30.5M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-238- 13.34% |
$135K - $145K
|
1.55K
$919K
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-224- 20.23% |
$127K - $136K
|
883
$525K
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 9.24% |
$114K - $122K
|
1.97K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-200- 17.2% |
$114K - $122K
|
963
$572K
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-192- 0.41% |
$109K - $117K
|
46.7K
$27.8M
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-150- 21.43% |
$85.2K - $91.2K
|
550
$327K
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-140- 14.01% |
$79.5K - $85.1K
|
859
$510K
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-140- 28.06% |
$79.5K - $85.1K
|
359
$213K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-140- 1.58% |
$79.5K - $85.1K
|
8.7K
$5.17M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-129- 99.23% |
$73.2K - $78.4K
|
1
$594
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-124- 8.67% |
$70.4K - $75.4K
|
1.31K
$776K
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-114- 7.44% |
$64.7K - $69.3K
|
1.42K
$843K
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-110- 4.89% |
$62.5K - $66.9K
|
2.14K
$1.27M
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-108- 3.53% |
$61.3K - $65.6K
|
2.95K
$1.75M
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-104- 10.31% |
$59.1K - $63.2K
|
905
$538K
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-102- 8.97% |
$57.9K - $62K
|
1.04K
$615K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
PUT |
-100- 2.7% |
$56.8K - $60.8K
|
3.6K
$2.14M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
PUT |
-100- 11.11% |
$56.8K - $60.8K
|
800
$475K
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-91- 21.98% |
$51.7K - $55.3K
|
323
$192K
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 3.28% |
$50.5K - $54.1K
|
2.62K
$1.56M
|