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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
43+ 1.71% |
$24.4K - $26.1K
|
2.56K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
4.33K+ 118.44% |
$2.46M - $2.63M
|
7.98K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-109- 2.4% |
$61.9K - $66.3K
|
4.42K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.04K- 2.26% |
$591K - $633K
|
45K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.4K+ 160.18% |
$7.6M - $8.14M
|
21.8K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-76.5K- 49.28% |
$43.4M - $46.5M
|
78.7K
$47M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.3K+ 28.33% |
$6.44M - $6.9M
|
51.4K
$30.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
142+ 4.22% |
$80.6K - $86.3K
|
3.51K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.08KNew |
$1.75M - $1.87M
|
3.08K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
387New |
$220K - $235K
|
387
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
957New |
$543K - $582K
|
957
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
791+ 30.91% |
$449K - $481K
|
3.35K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 17.24% |
$1.87M - $2M
|
22.4K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.48K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.11K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9+ 0.4% |
$5.11K - $5.47K
|
2.25K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-182- 8.91% |
$103K - $111K
|
1.86K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
289+ 11.84% |
$164K - $176K
|
2.73K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-350- 7.88% |
$199K - $213K
|
4.09K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-33- 2.68% |
$18.7K - $20.1K
|
1.2K
$716K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3+ 0.3% |
$1.7K - $1.82K
|
1K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 1.77% |
$7.95K - $8.51K
|
803
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-928- 0.55% |
$527K - $564K
|
167K
$99.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
2K+ 4.31% |
$1.14M - $1.22M
|
48.4K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.51M- 99.79% |
$1.42B - $1.52B
|
5.35K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 2.08% |
$215K - $230K
|
17.8K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$26.7K - $28.6K
|
917
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.19K- 3.05% |
$3.51M - $3.76M
|
196K
$117M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
719+ 5.83% |
$408K - $437K
|
13.1K
$7.79M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-212- 1.16% |
$120K - $129K
|
18K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.7% |
$47.7K - $51.1K
|
1.56K
$930K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.27KNew |
$721K - $772K
|
1.27K
$758K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.3% |
$25.6K - $27.4K
|
14.9K
$8.88M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
751+ 0.91% |
$426K - $456K
|
83.2K
$49.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-163- 10.28% |
$92.6K - $99.1K
|
1.42K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-74.3K- 19.16% |
$42.2M - $45.2M
|
313K
$187M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-4.05M- 8.85% |
$2.3B - $2.46B
|
41.7M
$24.9B
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.21% |
$28.4K - $30.4K
|
24.3K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 3.13% |
$1.54M - $1.65M
|
89.3K
$53.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
756+ 12.61% |
$429K - $460K
|
6.75K
$4.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
991+ 1.94% |
$563K - $602K
|
52.1K
$31.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 10.52% |
$1.17M - $1.26M
|
21.7K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 157.43% |
$6.55M - $7.01M
|
18.9K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
2+ 0.19% |
$1.14K - $1.22K
|
1.04K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.27K - $2.43K
|
701
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-91- 1.3% |
$51.7K - $55.3K
|
6.9K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
621+ 88.84% |
$353K - $377K
|
1.32K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-35- 8.47% |
$19.9K - $21.3K
|
378
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 2.63% |
$23.8K - $25.5K
|
1.55K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.97K+ 6.51% |
$1.12M - $1.2M
|
32.3K
$19.3M
|