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 12, 2025
Q4 2024
|
Oakmont Corp
|
BUY
|
- |
53.1KNew |
$30.2M - $32.3M
|
53.1K
$31.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-69.6K- 7.26% |
$39.5M - $42.3M
|
889K
$533M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-1.65M- 50.93% |
$935M - $1B
|
1.59M
$952M
|
|
|
Feb 12, 2025
Q4 2024
|
Pertento Partners LLP
London, X0 |
BUY
|
PUT |
100KNew |
$56.8M - $60.8M
|
100K
$60M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.94K- 2.51% |
$3.37M - $3.61M
|
231K
$138M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
25KNew |
$14.2M - $15.2M
|
25K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-260- 3.87% |
$148K - $158K
|
6.45K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
60+ 7.5% |
$34.1K - $36.5K
|
860
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
44+ 5.83% |
$25K - $26.7K
|
799
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25.6K+ 15.76% |
$14.5M - $15.6M
|
188K
$113M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-27- 4.37% |
$15.3K - $16.4K
|
591
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
59.4KNew |
$33.7M - $36.1M
|
59.4K
$35.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
217+ 19.89% |
$123K - $132K
|
1.31K
$785K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
105K+ 43.68% |
$59.4M - $63.6M
|
344K
$206M
|
|
|
Feb 12, 2025
Q4 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
1+ 0.01% |
$568 - $608
|
19.6K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-402- 15.43% |
$228K - $244K
|
2.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-41.6K- 7.06% |
$23.6M - $25.3M
|
548K
$329M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
PUT |
-2.6K- 24.76% |
$1.48M - $1.58M
|
7.9K
$4.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
2.55KNew |
$1.45M - $1.55M
|
2.55K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-101- 1.27% |
$57.3K - $61.4K
|
7.85K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-38- 22.62% |
$21.6K - $23.1K
|
130
$78K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.31K- 7.14% |
$1.88M - $2.01M
|
43K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-665- 9.43% |
$378K - $404K
|
6.39K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 4.05% |
$18.7K - $20.1K
|
847
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.93K- 25.41% |
$1.1M - $1.17M
|
5.67K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 2.15% |
$11.9K - $12.8K
|
996
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.18% |
$568 - $608
|
567
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-402K- 71.3% |
$228M - $244M
|
162K
$97M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
56.1K+ 771.04% |
$31.9M - $34.1M
|
63.4K
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
415+ 1.12% |
$236K - $252K
|
37.4K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 123.53% |
$23.8K - $25.5K
|
76
$45.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-113K- 25.22% |
$64.1M - $68.6M
|
335K
$201M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8.19K+ 104.1% |
$4.65M - $4.98M
|
16.1K
$9.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
326+ 71.81% |
$185K - $198K
|
780
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
1.65KNew |
$934K - $1M
|
1.65K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
922New |
$524K - $560K
|
922
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.86K- 2.24% |
$1.05M - $1.13M
|
80.9K
$48.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30+ 3.56% |
$17K - $18.2K
|
872
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.93K+ 35.88% |
$2.23M - $2.39M
|
14.9K
$8.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
PUT |
10.5KNew |
$5.96M - $6.38M
|
10.5K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$727K - $779K
|
1.28K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-64- 2.12% |
$36.3K - $38.9K
|
2.95K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
35+ 3.09% |
$19.9K - $21.3K
|
1.17K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
118+ 7.29% |
$67K - $71.7K
|
1.74K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
121+ 0.87% |
$68.7K - $73.5K
|
14K
$8.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-487- 67.27% |
$277K - $296K
|
237
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7.12K
$4.27M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
196+ 2.8% |
$111K - $119K
|
7.19K
$4.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Crescent Park Management, L.P.
East Palo Alto, CA |
BUY
|
- |
1.97KNew |
$1.12M - $1.19M
|
1.97K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14K- 10.62% |
$7.97M - $8.53M
|
118K
$70.9M
|