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
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-520- 3.66% |
$295K - $316K
|
13.7K
$8.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 34.0% |
$581K - $622K
|
1.99K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$17.1M - $18.3M
|
30.1K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.12KNew |
$1.2M - $1.29M
|
2.12K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.37KNew |
$2.48M - $2.66M
|
4.37K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
190New |
$108K - $115K
|
190
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
PUT |
-2.8K- 12.61% |
$1.59M - $1.7M
|
19.4K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
347New |
$197K - $211K
|
347
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-38- 4.16% |
$21.6K - $23.1K
|
875
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-61- 0.65% |
$34.6K - $37.1K
|
9.39K
$5.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-102- 0.34% |
$57.9K - $62K
|
29.6K
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
762+ 5.07% |
$433K - $463K
|
15.8K
$9.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.73% |
$10.8K - $11.5K
|
2.58K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-45.4K- 6.56% |
$25.8M - $27.6M
|
647K
$387M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26KNew |
$714K - $765K
|
1.26K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-25.4K- 10.31% |
$14.4M - $15.4M
|
221K
$132M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
269+ 9.82% |
$153K - $164K
|
3.01K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
4.16K+ 13.25% |
$2.36M - $2.53M
|
35.6K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 23.29% |
$94.8K - $102K
|
884
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
478New |
$271K - $291K
|
478
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
254K+ 603.68% |
$144M - $154M
|
296K
$177M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
476+ 29.08% |
$270K - $289K
|
2.11K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.69K+ 28.56% |
$4.94M - $5.28M
|
39.1K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 1.65% |
$8.52K - $9.12K
|
925
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
62+ 9.9% |
$35.2K - $37.7K
|
688
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 1948.34% |
$6.98M - $7.47M
|
12.9K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8+ 0.24% |
$4.54K - $4.86K
|
3.31K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-49- 2.48% |
$27.8K - $29.8K
|
1.93K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11.6K- 19.37% |
$6.57M - $7.03M
|
48.1K
$28.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
118+ 4.75% |
$67K - $71.7K
|
2.6K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.9K+ 2.88% |
$2.78M - $2.98M
|
175K
$105M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
3.5K+ 30.43% |
$1.99M - $2.13M
|
15K
$8.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-63- 4.49% |
$35.8K - $38.3K
|
1.34K
$800K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$119K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
229+ 0.68% |
$130K - $139K
|
33.7K
$20.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
6.54K+ 314.12% |
$3.71M - $3.98M
|
8.62K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.67K+ 57.77% |
$946K - $1.01M
|
4.55K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
109+ 1.63% |
$61.9K - $66.3K
|
6.81K
$4.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.2K- 1.21% |
$1.82M - $1.95M
|
261K
$156M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-22- 0.83% |
$12.5K - $13.4K
|
2.63K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
25+ 0.83% |
$14.2K - $15.2K
|
3.03K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-73- 0.7% |
$41.5K - $44.4K
|
10.4K
$6.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-41- 0.64% |
$23.3K - $24.9K
|
6.32K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
396+ 37.15% |
$225K - $241K
|
1.46K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.29K- 28.09% |
$1.3M - $1.39M
|
5.85K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.7K - $1.82K
|
906
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
342New |
$194K - $208K
|
342
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-194K- 33.64% |
$110M - $118M
|
382K
$228M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
57+ 0.18% |
$32.4K - $34.6K
|
32.5K
$19.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-14.8K- 59.32% |
$8.4M - $8.99M
|
10.1K
$6.06M
|