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
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-347- 4.45% |
$197K - $211K
|
7.44K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
625New |
$355K - $380K
|
625
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-36- 0.19% |
$20.4K - $21.9K
|
18.6K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.01% |
$9.08K - $9.72K
|
185K
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3- 0.4% |
$1.7K - $1.82K
|
755
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-1.7K- 1.92% |
$967K - $1.04M
|
87.1K
$52M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-232- 2.93% |
$132K - $141K
|
7.69K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
13+ 433.33% |
$7.38K - $7.9K
|
16
$9.56K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1K+ 41.39% |
$568K - $608K
|
3.42K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3K+ 13.74% |
$736K - $788K
|
10.7K
$6.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
296+ 0.27% |
$168K - $180K
|
111K
$66.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-250- 7.12% |
$142K - $152K
|
3.26K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-40- 2.07% |
$22.7K - $24.3K
|
1.89K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-421- 7.97% |
$239K - $256K
|
4.86K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
464+ 20.17% |
$263K - $282K
|
2.77K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.43K- 1.07% |
$1.38M - $1.48M
|
225K
$135M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-373- 1.53% |
$212K - $227K
|
24K
$14.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
612New |
$347K - $372K
|
612
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
699+ 15.96% |
$397K - $425K
|
5.08K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
800+ 7.33% |
$454K - $486K
|
11.7K
$6.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
348New |
$198K - $212K
|
348
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-139- 0.07% |
$78.9K - $84.5K
|
193K
$115M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
9+ 0.07% |
$5.11K - $5.47K
|
12.7K
$7.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
645New |
$366K - $392K
|
645
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-194- 0.82% |
$110K - $118K
|
23.5K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.02K+ 6.99% |
$579K - $619K
|
15.6K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
PUT |
2.6K+ 260.0% |
$1.48M - $1.58M
|
3.6K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14+ 2.75% |
$7.95K - $8.51K
|
524
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-257- 1.15% |
$146K - $156K
|
22.1K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.08K- 1.24% |
$611K - $654K
|
85.4K
$51M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
5+ 0.28% |
$2.84K - $3.04K
|
1.76K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-181- 0.89% |
$103K - $110K
|
20.2K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-99- 0.54% |
$56.2K - $60.2K
|
18.3K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.14K - $1.22K
|
664
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
70+ 0.17% |
$39.7K - $42.5K
|
40.2K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.45K- 17.64% |
$3.09M - $3.31M
|
25.4K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-442- 0.23% |
$251K - $269K
|
191K
$114M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
460+ 1.73% |
$261K - $280K
|
27K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 5.05% |
$1.5M - $1.6M
|
54.8K
$32.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.26K+ 5.0% |
$2.98M - $3.19M
|
110K
$65.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16.7K+ 39.39% |
$9.49M - $10.2M
|
59.1K
$35.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.53K- 19.57% |
$2.57M - $2.75M
|
18.6K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 2.01% |
$60.2K - $64.4K
|
5.39K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-3.7K- 1.37% |
$2.1M - $2.25M
|
267K
$159M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 0.52% |
$50.5K - $54.1K
|
17.2K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
345New |
$196K - $210K
|
345
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
130+ 17.69% |
$73.8K - $79K
|
865
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
775+ 19.67% |
$440K - $471K
|
4.72K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
6.64K+ 50.36% |
$3.77M - $4.04M
|
19.8K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
94+ 0.49% |
$53.4K - $57.1K
|
19.2K
$11.5M
|