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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
902+ 10.32% |
$512K - $548K
|
9.64K
$5.79M
|
|
Feb 11, 2025
Q4 2024
|
Akuna Securities LLC
Chicago, IL |
BUY
|
- |
697KNew |
$396M - $424M
|
697K
$418M
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-99- 19.92% |
$56.2K - $60.2K
|
398
$239K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.22% |
$1.14K - $1.22K
|
915
$549K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25+ 4.24% |
$14.2K - $15.2K
|
615
$369K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-12- 2.45% |
$6.81K - $7.29K
|
477
$286K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.82K+ 43.54% |
$3.3M - $3.54M
|
19.2K
$11.5M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
509+ 49.95% |
$289K - $309K
|
1.53K
$917K
|
|
Feb 11, 2025
Q4 2024
|
Walnut Level Capital LLC
Denver, CO |
BUY
|
PUT |
25KNew |
$14.2M - $15.2M
|
25K
$15M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-230- 20.05% |
$131K - $140K
|
917
$550K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.51KNew |
$1.42M - $1.52M
|
2.51K
$1.5M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
21.4KNew |
$12.1M - $13M
|
21.4K
$12.8M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
177New |
$101K - $108K
|
177
$106K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 9.99% |
$573K - $614K
|
11.1K
$6.67M
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
442+ 5.05% |
$251K - $269K
|
9.2K
$5.52M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-675- 17.19% |
$383K - $410K
|
3.25K
$1.95M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
PUT |
-1KClosed |
$568K - $608K
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.14% |
$5.68K - $6.08K
|
6.95K
$4.17M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.59K- 0.56% |
$904K - $968K
|
285K
$171M
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-39- 0.94% |
$22.1K - $23.7K
|
4.11K
$2.47M
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
PUT |
6.5KNew |
$3.69M - $3.95M
|
6.5K
$3.9M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-474- 5.24% |
$269K - $288K
|
8.57K
$5.14M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
PUT |
8.2KNew |
$4.66M - $4.98M
|
8.2K
$4.92M
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-90- 1.86% |
$51.1K - $54.7K
|
4.75K
$2.85M
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
172+ 0.85% |
$97.7K - $105K
|
20.5K
$12.3M
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.16% |
$3.41K - $3.65K
|
3.69K
$2.22M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-873- 0.83% |
$496K - $531K
|
105K
$62.8M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
35.9K+ 3.43% |
$20.4M - $21.8M
|
1.08M
$650M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.2K- 4.6% |
$21.7M - $23.2M
|
792K
$475M
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
382+ 12.48% |
$217K - $232K
|
3.44K
$2.07M
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.06K- 2.39% |
$599K - $641K
|
43.1K
$25.9M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.22K- 12.9% |
$693K - $742K
|
8.25K
$4.95M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
201+ 17.71% |
$114K - $122K
|
1.34K
$802K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
CALL |
2.2K+ 6.29% |
$1.25M - $1.34M
|
37.2K
$22.3M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-20- 1.67% |
$11.4K - $12.2K
|
1.18K
$709K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.46K+ 42.82% |
$827K - $885K
|
4.86K
$2.91M
|
|
Feb 11, 2025
Q4 2024
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-5.61K- 21.13% |
$3.18M - $3.41M
|
20.9K
$12.6M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.17K+ 804.04% |
$3.5M - $3.75M
|
6.93K
$4.16M
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.28KNew |
$1.29M - $1.38M
|
2.28K
$1.37M
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.24KNew |
$704K - $753K
|
1.24K
$743K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-168K- 2.5% |
$95.2M - $102M
|
6.53M
$3.92B
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
63.9K+ 2235.06% |
$36.3M - $38.9M
|
66.8K
$40.1M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.7K- 4.86% |
$8.89M - $9.52M
|
306K
$184M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.73K+ 3.29% |
$2.68M - $2.87M
|
149K
$89.2M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
PUT |
13.3K+ 126.67% |
$7.55M - $8.08M
|
23.8K
$14.3M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.71KNew |
$969K - $1.04M
|
1.71K
$1.02M
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-71- 1.37% |
$40.3K - $43.2K
|
5.12K
$3.07M
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
326+ 14.58% |
$185K - $198K
|
2.56K
$1.54M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-73- 2.23% |
$41.5K - $44.4K
|
3.2K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.67K- 2.18% |
$1.51M - $1.62M
|
120K
$72M
|