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 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
64+ 4.7% |
$36.3K - $38.9K
|
1.43K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
152+ 6.68% |
$86.3K - $92.4K
|
2.43K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
632New |
$359K - $384K
|
632
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-42- 2.75% |
$23.8K - $25.5K
|
1.49K
$891K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.17K+ 49.45% |
$665K - $712K
|
3.54K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.68K+ 59.77% |
$5.5M - $5.88M
|
25.9K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-47- 1.25% |
$26.7K - $28.6K
|
3.73K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-196- 2.6% |
$111K - $119K
|
7.33K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.66K- 1.49% |
$2.08M - $2.22M
|
241K
$145M
|
|
|
Feb 07, 2025
Q4 2024
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
15.5K+ 1.99% |
$8.81M - $9.43M
|
794K
$477M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
46+ 0.53% |
$26.1K - $28K
|
8.73K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.52K+ 118.54% |
$2M - $2.14M
|
6.48K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.03KNew |
$1.15M - $1.24M
|
2.03K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-79- 14.91% |
$44.9K - $48K
|
451
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.95K+ 251.02% |
$2.24M - $2.4M
|
5.53K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
206+ 9.69% |
$117K - $125K
|
2.33K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-116- 0.85% |
$65.9K - $70.5K
|
13.6K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-184- 1.27% |
$104K - $112K
|
14.3K
$8.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
164+ 2.13% |
$93.1K - $99.7K
|
7.87K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.45K+ 10.97% |
$3.09M - $3.31M
|
55.1K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.94K
$5.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.82K- 28.46% |
$5.58M - $5.97M
|
24.7K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
412New |
$234K - $250K
|
412
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.86K- 48.57% |
$3.33M - $3.56M
|
6.2K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-32.5K- 31.78% |
$18.4M - $19.7M
|
69.7K
$41.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
123+ 10.18% |
$69.8K - $74.8K
|
1.33K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20.7K+ 4.01% |
$11.8M - $12.6M
|
538K
$323M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
99.8K+ 1594.93% |
$56.7M - $60.7M
|
106K
$63.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.57K+ 5.21% |
$3.73M - $3.99M
|
133K
$79.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-698- 7.93% |
$396K - $424K
|
8.11K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-10.2K- 9.75% |
$5.78M - $6.19M
|
94.2K
$56.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.42K- 8.82% |
$1.37M - $1.47M
|
25K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
PUT |
-3.1K- 33.7% |
$1.76M - $1.88M
|
6.1K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
205K+ 5961.25% |
$117M - $125M
|
209K
$125M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-246- 3.44% |
$140K - $150K
|
6.91K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.4K+ 285.86% |
$1.93M - $2.06M
|
4.58K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.19KNew |
$674K - $721K
|
1.19K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
540+ 63.38% |
$307K - $328K
|
1.39K
$835K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.6K+ 6.94% |
$8.87M - $9.49M
|
241K
$144M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 2.81% |
$686K - $735K
|
41.8K
$25M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-356- 0.94% |
$202K - $216K
|
37.6K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.17K+ 1.7% |
$665K - $712K
|
70K
$42M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.39KNew |
$1.93M - $2.06M
|
3.39K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
133+ 2.51% |
$75.5K - $80.8K
|
5.43K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.58KNew |
$1.47M - $1.57M
|
2.58K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-122- 6.27% |
$69.3K - $74.2K
|
1.82K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.62K+ 36.29% |
$1.49M - $1.59M
|
9.84K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
354New |
$201K - $215K
|
354
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-55- 0.23% |
$31.2K - $33.4K
|
23.5K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
263+ 9.36% |
$149K - $160K
|
3.07K
$1.84M
|