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 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-159- 0.96% |
$90.3K - $96.6K
|
16.4K
$9.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-9.28K- 6.99% |
$5.27M - $5.64M
|
123K
$73.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.48K- 3.22% |
$1.41M - $1.51M
|
74.5K
$44.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
66+ 39.29% |
$37.5K - $40.1K
|
234
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
523+ 1.41% |
$297K - $318K
|
37.5K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
36+ 0.01% |
$20.4K - $21.9K
|
324K
$193M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
175+ 5.15% |
$99.4K - $106K
|
3.57K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
70+ 1.74% |
$39.7K - $42.5K
|
4.1K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.08K- 66.36% |
$612K - $655K
|
546
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-25- 0.51% |
$14.2K - $15.2K
|
4.88K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-19- 0.24% |
$10.8K - $11.5K
|
7.9K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-110- 4.89% |
$62.5K - $66.9K
|
2.14K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-36- 1.6% |
$20.4K - $21.9K
|
2.22K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-315- 1.79% |
$179K - $191K
|
17.3K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.04K+ 27.11% |
$3.43M - $3.67M
|
28.3K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.3K- 2.54% |
$8.69M - $9.3M
|
586K
$350M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
244+ 12.04% |
$139K - $148K
|
2.27K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.1K+ 4.56% |
$2.89M - $3.1M
|
117K
$69.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
197+ 11.02% |
$112K - $120K
|
1.99K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
105+ 5.51% |
$59.6K - $63.8K
|
2.01K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.09K- 3.01% |
$619K - $663K
|
35.2K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.11KNew |
$1.2M - $1.28M
|
2.11K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-92- 5.31% |
$52.2K - $55.9K
|
1.64K
$979K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-16- 2.6% |
$9.08K - $9.72K
|
599
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4- 0.79% |
$2.27K - $2.43K
|
502
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
29+ 3.22% |
$16.5K - $17.6K
|
929
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
128+ 23.57% |
$72.7K - $77.8K
|
671
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$665K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
603New |
$342K - $367K
|
603
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
10.5KNew |
$5.94M - $6.35M
|
10.5K
$6.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Ucla Foundation
Los Angeles, CA |
BUY
|
- |
216KNew |
$123M - $131M
|
216K
$129M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
132+ 1.83% |
$75K - $80.2K
|
7.33K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
136+ 2.77% |
$77.2K - $82.7K
|
5.05K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4- 0.34% |
$2.27K - $2.43K
|
1.16K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
99+ 10.66% |
$56.2K - $60.2K
|
1.03K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.05K- 24.28% |
$5.14M - $5.5M
|
28.2K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4K- 1.82% |
$2.27M - $2.43M
|
216K
$129M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
64.7KNew |
$36.8M - $39.4M
|
64.7K
$38.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 0.75% |
$46.6K - $49.8K
|
11K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-227- 0.27% |
$129K - $138K
|
84K
$50.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10.5K+ 8.73% |
$5.98M - $6.4M
|
131K
$78.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
24.5K+ 5.1% |
$13.9M - $14.9M
|
505K
$302M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.76K+ 362.43% |
$2.14M - $2.29M
|
4.8K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2K- 2.68% |
$1.14M - $1.22M
|
72.7K
$43.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.5K- 2.98% |
$5.98M - $6.4M
|
343K
$205M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-123- 5.85% |
$69.8K - $74.8K
|
1.98K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-282- 1.4% |
$160K - $171K
|
19.8K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.49K+ 4.26% |
$2.55M - $2.73M
|
110K
$65.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-60- 1.22% |
$34.1K - $36.5K
|
4.87K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.61K- 2.82% |
$1.48M - $1.58M
|
89.7K
$53.6M
|