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 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
266+ 1.09% |
$151K - $162K
|
24.8K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.54K+ 13.09% |
$3.71M - $3.97M
|
56.5K
$33.7M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-34- 0.85% |
$19.3K - $20.7K
|
3.95K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.5K+ 15.05% |
$24.1M - $25.8M
|
325K
$194M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
PUT |
-2.9K- 18.47% |
$1.65M - $1.76M
|
12.8K
$7.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.19% |
$7.95K - $8.51K
|
1.19K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.14K - $1.22K
|
4.41K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
177+ 19.22% |
$101K - $108K
|
1.1K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-69- 0.75% |
$39.2K - $41.9K
|
9.13K
$5.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
17+ 0.26% |
$9.65K - $10.3K
|
6.47K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
193+ 3.13% |
$110K - $117K
|
6.36K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.24K- 3.47% |
$703K - $752K
|
34.4K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 0.3% |
$42.6K - $45.6K
|
25.1K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
28.9KNew |
$16.4M - $17.6M
|
28.9K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
24.5K+ 5.1% |
$13.9M - $14.9M
|
505K
$302M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
531+ 96.37% |
$302K - $323K
|
1.08K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 0.98% |
$7.95K - $8.51K
|
1.44K
$858K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-554- 41.01% |
$315K - $337K
|
797
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-248K- 100.0% |
$141M - $151M
|
7
$4.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-44- 6.15% |
$25K - $26.7K
|
671
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.04K+ 22.44% |
$1.16M - $1.24M
|
11.1K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.86K- 2.76% |
$2.19M - $2.34M
|
136K
$81.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
PUT |
-117K- 42.88% |
$66.3M - $71M
|
156K
$92.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
315+ 13.42% |
$179K - $191K
|
2.66K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.49KNew |
$1.98M - $2.12M
|
3.49K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
898New |
$510K - $546K
|
898
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.21KNew |
$3.53M - $3.77M
|
6.21K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-103- 2.3% |
$58.5K - $62.6K
|
4.38K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.08K- 41.56% |
$1.18M - $1.26M
|
2.93K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
294+ 2.58% |
$167K - $179K
|
11.7K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
65+ 4.19% |
$36.9K - $39.5K
|
1.62K
$964K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-222- 9.52% |
$126K - $135K
|
2.11K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-92- 1.27% |
$52.2K - $55.9K
|
7.14K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-52- 2.54% |
$29.5K - $31.6K
|
2K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-922- 3.18% |
$524K - $560K
|
28.1K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3- 3.7% |
$1.7K - $1.82K
|
78
$46.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5.86KNew |
$3.33M - $3.56M
|
5.86K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-633- 17.54% |
$359K - $385K
|
2.98K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-446- 9.45% |
$253K - $271K
|
4.28K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-97- 6.07% |
$55.1K - $59K
|
1.5K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.41K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.41K+ 4.51% |
$802K - $858K
|
32.7K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
12+ 0.02% |
$6.81K - $7.29K
|
64.2K
$38.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 2.33% |
$44.9K - $48K
|
3.32K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
170+ 6.44% |
$96.5K - $103K
|
2.81K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
617New |
$350K - $375K
|
617
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.1% |
$36.9K - $39.5K
|
3.03K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13+ 0.41% |
$7.38K - $7.9K
|
3.21K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
469New |
$266K - $285K
|
469
$280K
|