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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
381New |
$216K - $232K
|
381
$210K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
26.5KNew |
$15M - $16.1M
|
26.5K
$14.6M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-889- 1.39% |
$505K - $540K
|
63.2K
$34.9M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.26KNew |
$716K - $766K
|
1.26K
$695K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
392New |
$223K - $238K
|
392
$216K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
3.32KNew |
$1.88M - $2.01M
|
3.32K
$1.83M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 1.77% |
$7.95K - $8.51K
|
775
$427K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.33K+ 36.23% |
$2.46M - $2.63M
|
16.3K
$8.97M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
17.6KNew |
$9.98M - $10.7M
|
17.6K
$9.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.47KNew |
$4.24M - $4.54M
|
7.47K
$4.12M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$13.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$640K - $685K
|
1.13K
$621K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.37KNew |
$1.92M - $2.05M
|
3.37K
$1.86M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
570New |
$324K - $346K
|
570
$314K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
PUT |
35.3KNew |
$20M - $21.5M
|
35.3K
$19.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.16KNew |
$2.93M - $3.14M
|
5.16K
$2.84M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.62KNew |
$921K - $986K
|
1.62K
$894K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
832New |
$472K - $506K
|
832
$459K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85New |
$48.3K - $51.7K
|
85
$46.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8.02KNew |
$4.55M - $4.87M
|
8.02K
$4.42M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.75K- 32.61% |
$2.7M - $2.89M
|
9.82K
$5.41M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
596+ 7.85% |
$338K - $362K
|
8.19K
$4.52M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$32.2M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
5.1K+ 48.81% |
$2.9M - $3.1M
|
15.6K
$8.58M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
88+ 146.67% |
$50K - $53.5K
|
148
$81.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.21KNew |
$688K - $737K
|
1.21K
$668K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
29+ 0.1% |
$16.5K - $17.6K
|
28.2K
$15.6M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-2.9K- 6.01% |
$1.65M - $1.76M
|
45.4K
$25M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
617New |
$350K - $375K
|
617
$340K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
12.2KNew |
$6.91M - $7.4M
|
12.2K
$6.71M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8.57KNew |
$4.87M - $5.21M
|
8.57K
$4.73M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.84KNew |
$3.32M - $3.55M
|
5.84K
$3.22M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 1.75% |
$23.8K - $25.5K
|
2.45K
$1.35M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
892+ 85.93% |
$506K - $542K
|
1.93K
$1.06M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
369New |
$210K - $224K
|
369
$203K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 0.52% |
$23.8K - $25.5K
|
8.11K
$4.47M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-36- 39.56% |
$20.4K - $21.9K
|
55
$30.3K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
211+ 2.19% |
$120K - $128K
|
9.86K
$5.43M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
98+ 23.28% |
$55.6K - $59.6K
|
519
$286K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-126K- 98.07% |
$71.7M - $76.8M
|
2.49K
$1.37M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.8K+ 5.58% |
$1.02M - $1.1M
|
34.1K
$18.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.91KNew |
$1.08M - $1.16M
|
1.91K
$1.05M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
190New |
$108K - $115K
|
190
$105K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 4.55% |
$652K - $698K
|
24.1K
$13.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-230- 14.1% |
$131K - $140K
|
1.4K
$773K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
631New |
$358K - $384K
|
631
$348K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.82KNew |
$1.03M - $1.11M
|
1.82K
$1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.9K+ 12.13% |
$9.61M - $10.3M
|
156K
$86.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
280+ 29.91% |
$159K - $170K
|
1.22K
$671K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.4KNew |
$7.62M - $8.16M
|
13.4K
$7.4M
|