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 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-24- 0.66% |
$13.6K - $14.6K
|
3.63K
$2.16M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
192+ 29.36% |
$109K - $117K
|
846
$503K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.81K+ 2.07% |
$1.03M - $1.1M
|
89.2K
$53M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2- -0.0% |
$1.14K - $1.22K
|
326K
$194M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.1K- 4.56% |
$625K - $669K
|
23K
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.12% |
$568 - $608
|
853
$507K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 3.42% |
$16.5K - $17.6K
|
878
$522K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.18K- 3.31% |
$667K - $714K
|
34.3K
$20.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
PUT |
20KNew |
$11.4M - $12.2M
|
20K
$11.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 1.98% |
$52.8K - $56.5K
|
4.79K
$2.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 11.56% |
$839K - $898K
|
11.3K
$6.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 3.25% |
$28.4K - $30.4K
|
1.49K
$884K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.19K- 2.14% |
$2.38M - $2.54M
|
191K
$114M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.14K - $1.22K
|
1.17K
$697K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-704- 5.98% |
$400K - $428K
|
11.1K
$6.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-311- 20.01% |
$177K - $189K
|
1.24K
$739K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
157+ 13.86% |
$89.1K - $95.4K
|
1.29K
$767K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.98K+ 30.53% |
$1.12M - $1.2M
|
8.45K
$5.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.11KNew |
$632K - $676K
|
1.11K
$661K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
49.9K+ 2463.82% |
$28.3M - $30.3M
|
51.9K
$30.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
211+ 6.91% |
$120K - $128K
|
3.27K
$1.94M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
714New |
$405K - $434K
|
714
$424K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-29- 0.59% |
$16.5K - $17.6K
|
4.9K
$2.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 3.03% |
$1.14K - $1.22K
|
64
$38K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
14.8KNew |
$8.38M - $8.97M
|
14.8K
$8.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.28% |
$9.08K - $9.72K
|
5.73K
$3.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16+ 0.18% |
$9.08K - $9.72K
|
8.79K
$5.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.74K- 5.61% |
$3.26M - $3.49M
|
96.6K
$57.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.82K+ 11.7% |
$1.03M - $1.11M
|
17.4K
$10.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-100- 4.61% |
$56.8K - $60.8K
|
2.07K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
234+ 9.87% |
$133K - $142K
|
2.61K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-181K- 94.37% |
$103M - $110M
|
10.8K
$6.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.03K- 7.26% |
$585K - $626K
|
13.2K
$7.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6- 1.19% |
$3.41K - $3.65K
|
497
$295K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7.76K- 9.69% |
$4.41M - $4.72M
|
72.4K
$43M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.04K+ 45.11% |
$1.16M - $1.24M
|
6.56K
$3.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
80+ 2.92% |
$45.4K - $48.6K
|
2.82K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
584+ 1.09% |
$332K - $355K
|
54.4K
$32.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-252- 0.37% |
$143K - $153K
|
67.9K
$40.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.48K+ 9.61% |
$838K - $897K
|
16.8K
$10M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-53- 8.2% |
$30.1K - $32.2K
|
593
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
PUT |
1.9KNew |
$1.08M - $1.15M
|
1.9K
$1.13M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 6.66% |
$142K - $152K
|
3.51K
$2.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-38- 7.92% |
$21.6K - $23.1K
|
442
$263K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
307+ 23.52% |
$174K - $187K
|
1.61K
$958K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$568 - $608
|
13K
$7.74M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
424+ 1.06% |
$241K - $258K
|
40.4K
$24M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
183+ 14.75% |
$104K - $111K
|
1.42K
$846K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3+ 0.11% |
$1.7K - $1.82K
|
2.77K
$1.65M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.53K- 9.87% |
$1.44M - $1.54M
|
23.1K
$13.7M
|