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
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-84- 10.54% |
$47.7K - $51.1K
|
713
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.34K- 4.68% |
$760K - $813K
|
27.2K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-138- 2.09% |
$78.4K - $83.9K
|
6.47K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.8KNew |
$1.59M - $1.7M
|
2.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-878- 3.24% |
$499K - $534K
|
26.2K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-94- 0.64% |
$53.4K - $57.1K
|
14.5K
$8.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
321+ 18.68% |
$182K - $195K
|
2.04K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.99K+ 5.48% |
$4.54M - $4.86M
|
154K
$91.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
16.7K+ 1192.86% |
$9.48M - $10.2M
|
18.1K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.99K- 1.35% |
$1.13M - $1.21M
|
146K
$87M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-11.1K- 38.52% |
$6.29M - $6.73M
|
17.7K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$8.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
CALL |
-300- 37.5% |
$170K - $182K
|
500
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.7K+ 2.91% |
$30.5M - $32.6M
|
1.9M
$1.13B
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-5.6K- 27.45% |
$3.18M - $3.4M
|
14.8K
$8.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
858+ 3.39% |
$487K - $522K
|
26.2K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8- 0.02% |
$4.54K - $4.86K
|
32.9K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
85+ 2.83% |
$48.3K - $51.7K
|
3.09K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11.5K+ 3.46% |
$6.53M - $6.99M
|
344K
$205M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
1.4KNew |
$795K - $851K
|
1.4K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 36.14% |
$2.35M - $2.51M
|
15.6K
$9.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.88K+ 2.71% |
$5.61M - $6M
|
374K
$223M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 23.08% |
$3.13M - $3.35M
|
29.3K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-55- 5.53% |
$31.2K - $33.4K
|
940
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
860New |
$488K - $523K
|
860
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-41.7K- 27.09% |
$23.7M - $25.4M
|
112K
$67.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7- 0.46% |
$3.97K - $4.25K
|
1.52K
$909K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.48K+ 95.11% |
$839K - $898K
|
3.03K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.9K+ 7575.36% |
$41.4M - $44.3M
|
73.8K
$44.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 7.12% |
$2.07M - $2.22M
|
54.9K
$32.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 1.45% |
$19.3K - $20.7K
|
2.38K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
452New |
$257K - $275K
|
452
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
23KNew |
$13.1M - $14M
|
23K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
662New |
$376K - $402K
|
662
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.44K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25K+ 29.86% |
$1.28M - $1.37M
|
9.79K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.6K- 3.54% |
$11.1M - $11.9M
|
534K
$319M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-68- 13.91% |
$38.6K - $41.3K
|
421
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
51.7K+ 2.93% |
$29.4M - $31.4M
|
1.81M
$1.08B
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
148+ 22.91% |
$84K - $90K
|
794
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.06K- 0.47% |
$601K - $643K
|
223K
$133M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.16K+ 34.66% |
$5.2M - $5.57M
|
35.6K
$21.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
467+ 3.0% |
$265K - $284K
|
16K
$9.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
97+ 13.13% |
$55.1K - $59K
|
836
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3KNew |
$1.7M - $1.82M
|
3K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4- 0.1% |
$2.27K - $2.43K
|
4.05K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
10+ 0.37% |
$5.68K - $6.08K
|
2.68K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-473- 4.87% |
$269K - $287K
|
9.25K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.08% |
$568 - $608
|
1.28K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
22.7K+ 26.57% |
$12.9M - $13.8M
|
108K
$64.5M
|