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 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-999- 17.49% |
$567K - $607K
|
4.71K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-108- 2.05% |
$61.3K - $65.6K
|
5.17K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-834- 1.05% |
$474K - $507K
|
78.7K
$47.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
165+ 0.15% |
$93.7K - $100K
|
109K
$65.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-97- 5.47% |
$55.1K - $59K
|
1.68K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
260+ 0.92% |
$148K - $158K
|
28.6K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-93.3K- 79.55% |
$53M - $56.7M
|
24K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.05% |
$568 - $608
|
2.21K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Boundary Creek Advisors LP
|
SELL
|
PUT |
-200K- 25.0% |
$114M - $122M
|
600K
$360M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-33- 1.99% |
$18.7K - $20.1K
|
1.63K
$977K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.52K- 5.37% |
$2M - $2.14M
|
62.1K
$37.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-15.3K- 85.22% |
$8.71M - $9.32M
|
2.66K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-246- 1.32% |
$140K - $150K
|
18.4K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.34KNew |
$762K - $816K
|
1.34K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.95K+ 4.12% |
$2.81M - $3.01M
|
125K
$75M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-694- 1.45% |
$394K - $422K
|
47.1K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-56.2K- 77.81% |
$31.9M - $34.1M
|
16K
$9.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
94.5K+ 74.54% |
$53.7M - $57.4M
|
221K
$133M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-58- 2.98% |
$32.9K - $35.3K
|
1.89K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-102- 4.72% |
$57.9K - $62K
|
2.06K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5.09K+ 4.98% |
$2.89M - $3.1M
|
107K
$64.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7+ 0.03% |
$3.97K - $4.25K
|
22.5K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.2K+ 0.92% |
$1.25M - $1.33M
|
240K
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-76- 0.75% |
$43.2K - $46.2K
|
10.1K
$6.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.5% |
$14.8K - $15.8K
|
5.25K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-900- 4.05% |
$511K - $547K
|
21.3K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.73K- 8.13% |
$1.55M - $1.66M
|
30.9K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
4.8K+ 129.73% |
$2.73M - $2.92M
|
8.5K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-196- 3.74% |
$111K - $119K
|
5.05K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
58+ 0.48% |
$32.9K - $35.3K
|
12K
$7.21M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
49+ 2.45% |
$27.8K - $29.8K
|
2.05K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
182+ 4.45% |
$103K - $111K
|
4.28K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-19- 0.69% |
$10.8K - $11.5K
|
2.75K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
286+ 3.14% |
$162K - $174K
|
9.39K
$5.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 6.29% |
$25.6K - $27.4K
|
670
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.81K+ 3.75% |
$1.03M - $1.1M
|
50.1K
$30.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 1.79% |
$705K - $754K
|
67.9K
$40.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.64K- 2.19% |
$4.34M - $4.64M
|
341K
$205M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.59% |
$1.7K - $1.82K
|
504
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
513New |
$291K - $312K
|
513
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.16M- 69.05% |
$660M - $707M
|
521K
$313M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
SELL
|
PUT |
-775- 77.5% |
$440K - $471K
|
225
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1+ 0.31% |
$568 - $608
|
326
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-584- 2.6% |
$332K - $355K
|
21.9K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-633- 2.2% |
$359K - $385K
|
28.1K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
970+ 38.4% |
$551K - $590K
|
3.5K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
85+ 2.78% |
$48.3K - $51.7K
|
3.15K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
590New |
$335K - $359K
|
590
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-349- 1.18% |
$198K - $212K
|
29.2K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
152+ 24.96% |
$86.3K - $92.4K
|
761
$457K
|