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 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-66- 0.76% |
$37.5K - $40.1K
|
8.6K
$5.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.73K+ 0.79% |
$981K - $1.05M
|
221K
$132M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
CALL |
200New |
$114K - $122K
|
200
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-363- 2.17% |
$206K - $221K
|
16.4K
$9.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-17K- 2.68% |
$9.62M - $10.3M
|
616K
$368M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.44K+ 11.3% |
$1.39M - $1.49M
|
24.1K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.56K+ 11.4% |
$884K - $946K
|
15.2K
$9.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-55- 1.27% |
$31.2K - $33.4K
|
4.29K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-207- 4.04% |
$118K - $126K
|
4.92K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
11.3KNew |
$6.42M - $6.87M
|
11.3K
$6.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
499+ 2.79% |
$283K - $303K
|
18.4K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.27K+ 0.63% |
$3.56M - $3.81M
|
998K
$596M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.12K- 13.71% |
$1.77M - $1.9M
|
19.6K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.22K- 8.93% |
$3.53M - $3.78M
|
63.5K
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.1K+ 13.19% |
$1.19M - $1.27M
|
18K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.19K- 10.73% |
$3.51M - $3.76M
|
51.5K
$30.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 12.37% |
$2.36M - $2.53M
|
37.8K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.47KNew |
$1.97M - $2.11M
|
3.47K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
14.9KNew |
$8.43M - $9.03M
|
14.9K
$8.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
47+ 0.92% |
$26.7K - $28.6K
|
5.17K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
131+ 2.46% |
$74.4K - $79.6K
|
5.45K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-31K- 6.89% |
$17.6M - $18.8M
|
419K
$250M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5- 0.17% |
$2.84K - $3.04K
|
2.91K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
914+ 94.42% |
$519K - $556K
|
1.88K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-110- 4.94% |
$62.5K - $66.9K
|
2.12K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
579+ 4.85% |
$329K - $352K
|
12.5K
$7.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.61KNew |
$914K - $978K
|
1.61K
$961K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12- 0.63% |
$6.81K - $7.29K
|
1.88K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
21+ 2.61% |
$11.9K - $12.8K
|
827
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-21- 0.81% |
$11.9K - $12.8K
|
2.56K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-384- 2.49% |
$218K - $233K
|
15K
$8.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
771+ 5.21% |
$438K - $469K
|
15.6K
$9.3M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.24KNew |
$1.27M - $1.36M
|
2.24K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
153+ 0.79% |
$86.9K - $93K
|
19.6K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
PUT |
-100- 2.7% |
$56.8K - $60.8K
|
3.6K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
88+ 2.0% |
$50K - $53.5K
|
4.49K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.01K- 3.84% |
$573K - $613K
|
25.3K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
301+ 46.09% |
$171K - $183K
|
954
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.65K+ 70.28% |
$2.07M - $2.22M
|
8.84K
$5.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
519+ 4.91% |
$295K - $315K
|
11.1K
$6.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-877- 2.43% |
$498K - $533K
|
35.3K
$21.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
30+ 25.0% |
$17K - $18.2K
|
150
$89.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
14K+ 140.0% |
$7.95M - $8.51M
|
24K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$568 - $608
|
766
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
103+ 9.29% |
$58.5K - $62.6K
|
1.21K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10.3K- 14.1% |
$5.82M - $6.23M
|
62.5K
$37.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-94- 2.82% |
$53.4K - $57.1K
|
3.24K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-128- 7.01% |
$72.7K - $77.8K
|
1.7K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
36+ 0.73% |
$20.4K - $21.9K
|
4.96K
$2.96M
|