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 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
451+ 0.58% |
$256K - $274K
|
78.8K
$47.3M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
14.6K+ 1391.3% |
$8.26M - $8.85M
|
15.6K
$9.36M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
PUT |
11.5KNew |
$6.53M - $6.99M
|
11.5K
$6.9M
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.42KNew |
$3.07M - $3.29M
|
5.42K
$3.25M
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-15.9K- 12.94% |
$9.03M - $9.66M
|
107K
$64.1M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
299+ 3.82% |
$170K - $182K
|
8.13K
$4.88M
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
41+ 1.1% |
$23.3K - $24.9K
|
3.78K
$2.27M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-130- 1.69% |
$73.8K - $79K
|
7.55K
$4.53M
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.48K+ 19.16% |
$1.97M - $2.11M
|
21.6K
$13M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
119+ 0.55% |
$67.6K - $72.3K
|
21.9K
$13.2M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
94+ 2.21% |
$53.4K - $57.1K
|
4.35K
$2.61M
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-377- 22.92% |
$214K - $229K
|
1.27K
$761K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.97K+ 3.91% |
$3.39M - $3.63M
|
158K
$95.1M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.26K- 54.23% |
$714K - $764K
|
1.06K
$637K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3- 0.41% |
$1.7K - $1.82K
|
724
$434K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
967+ 57.56% |
$549K - $588K
|
2.65K
$1.59M
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-623- 9.58% |
$354K - $379K
|
5.88K
$3.53M
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-4.5K- 7.38% |
$2.56M - $2.74M
|
56.5K
$33.9M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
213+ 1.14% |
$121K - $129K
|
18.9K
$11.3M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
14.4K+ 27.57% |
$8.17M - $8.75M
|
66.6K
$40M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
422+ 0.2% |
$240K - $256K
|
208K
$125M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
171+ 21.01% |
$97.1K - $104K
|
985
$591K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-318- 7.47% |
$181K - $193K
|
3.94K
$2.36M
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
65.6K+ 32.06% |
$37.2M - $39.9M
|
270K
$162M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-84- 13.4% |
$47.7K - $51.1K
|
543
$326K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.47K- 6.36% |
$2.54M - $2.72M
|
65.9K
$39.5M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.33K- 4.1% |
$756K - $810K
|
31.2K
$18.7M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8- 0.25% |
$4.54K - $4.86K
|
3.22K
$1.93M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
65.7K+ 5.87% |
$37.3M - $39.9M
|
1.18M
$711M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.99K+ 1.92% |
$3.4M - $3.64M
|
318K
$190M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.8KNew |
$8.98M - $9.61M
|
15.8K
$9.49M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
341+ 2.7% |
$194K - $207K
|
13K
$7.77M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-77.6K- 70.88% |
$44.1M - $47.2M
|
31.9K
$19.1M
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.21% |
$1.14K - $1.22K
|
944
$566K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-95- 9.13% |
$53.9K - $57.7K
|
946
$568K
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-474- 15.83% |
$269K - $288K
|
2.52K
$1.51M
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
3.96K+ 87.21% |
$2.25M - $2.41M
|
8.5K
$5.1M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
193New |
$110K - $117K
|
193
$116K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
360+ 27.78% |
$204K - $219K
|
1.66K
$994K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
229+ 0.18% |
$130K - $139K
|
125K
$74.8M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
231+ 16.43% |
$131K - $140K
|
1.64K
$982K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.2K- 5.27% |
$19.4M - $20.8M
|
614K
$368M
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
601+ 27.29% |
$341K - $365K
|
2.8K
$1.68M
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
804New |
$457K - $489K
|
804
$482K
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.42KNew |
$808K - $865K
|
1.42K
$854K
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.1% |
$568 - $608
|
983
$590K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-310- 1.15% |
$176K - $188K
|
26.7K
$16M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Value Partners, LLC
Greenwich, CT |
BUY
|
PUT |
50K+ 83.33% |
$28.4M - $30.4M
|
110K
$66M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-3.03M- 65.68% |
$1.72B - $1.84B
|
1.58M
$951M
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
7.68K+ 412.02% |
$4.36M - $4.67M
|
9.54K
$5.72M
|