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 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-100- 5.0% |
$56.8K - $60.8K
|
1.9K
$1.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 5.18% |
$19.3K - $20.7K
|
623
$370K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-197- 0.62% |
$112K - $120K
|
31.4K
$18.6M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.01K- 2.27% |
$1.14M - $1.22M
|
86.5K
$51.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 1.41% |
$5.11K - $5.47K
|
649
$386K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9- 0.22% |
$5.11K - $5.47K
|
4.07K
$2.42M
|
|
| Q3 2024 | |||||||
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.03% |
$517 - $574
|
3.92K
$2.33M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.16% |
$517 - $574
|
616
$366K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
789+ 7.64% |
$408K - $453K
|
11.1K
$6.6M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.86K+ 2.29% |
$1.48M - $1.64M
|
128K
$76M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-252- 8.31% |
$130K - $145K
|
2.78K
$1.65M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
135+ 25.96% |
$69.8K - $77.5K
|
655
$389K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
21+ 3.09% |
$10.9K - $12.1K
|
700
$416K
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.09K+ 1.96% |
$563K - $624K
|
56.6K
$33.6M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.95K+ 2.5% |
$2.56M - $2.84M
|
203K
$121M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
PUT |
-500- 11.11% |
$259K - $287K
|
4K
$2.38M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.33KNew |
$1.72M - $1.91M
|
3.33K
$1.98M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
2.84K+ 10.96% |
$1.47M - $1.63M
|
28.7K
$17.1M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.29% |
$1.03K - $1.15K
|
700
$416K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
284+ 18.1% |
$147K - $163K
|
1.85K
$1.1M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
449+ 12.28% |
$232K - $258K
|
4.1K
$2.44M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
145New |
$75K - $83.2K
|
145
$86.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-19- 5.12% |
$9.83K - $10.9K
|
352
$209K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
19+ 0.58% |
$9.83K - $10.9K
|
3.3K
$1.96M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50+ 0.99% |
$25.9K - $28.7K
|
5.08K
$3.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
833+ 13.49% |
$431K - $478K
|
7.01K
$4.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.18K+ 8.46% |
$1.64M - $1.82M
|
40.7K
$24.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.51K- 34.5% |
$1.3M - $1.44M
|
4.76K
$2.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
158+ 2.8% |
$81.7K - $90.7K
|
5.79K
$3.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-23.4K- 71.52% |
$12.1M - $13.4M
|
9.32K
$5.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35- 0.55% |
$18.1K - $20.1K
|
6.28K
$3.73M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
187+ 2.33% |
$96.8K - $107K
|
8.21K
$4.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
406New |
$210K - $233K
|
406
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Marcho Partners LLP
London, X0 |
BUY
|
PUT |
25K+ 50.0% |
$12.9M - $14.3M
|
75K
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
202K+ 403.0% |
$104M - $116M
|
252K
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$51.7K - $57.4K
|
100
$59.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
BUY
|
- |
6.99KNew |
$3.62M - $4.01M
|
6.99K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Point Capital, LP
Charlottesville, VA |
BUY
|
PUT |
200KNew |
$103M - $115M
|
200K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-61- 0.22% |
$31.6K - $35K
|
28.2K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Governors Lane LP
New York, NY |
BUY
|
PUT |
265KNew |
$137M - $152M
|
265K
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
3.53KNew |
$1.83M - $2.02M
|
3.53K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 3.18% |
$64.7K - $71.7K
|
3.8K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
753KNew |
$389M - $432M
|
753K
$447M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
PUT |
-500- 35.71% |
$259K - $287K
|
900
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Xn LP
New York, NY |
BUY
|
CALL |
250K+ 100.0% |
$129M - $143M
|
500K
$297M
|
|
|
Nov 14, 2024
Q3 2024
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
120KNew |
$62.1M - $68.9M
|
120K
$71.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 46.18% |
$2.36M - $2.62M
|
5.32K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-526- 0.76% |
$272K - $302K
|
69.1K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-8- 0.26% |
$4.14K - $4.59K
|
3.06K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
60+ 0.89% |
$31K - $34.4K
|
6.83K
$4.06M
|
|