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 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
214+ 4.26% |
$122K - $130K
|
5.24K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 3.18% |
$21.6K - $23.1K
|
1.23K
$749K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
563New |
$320K - $342K
|
563
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.89K+ 5.68% |
$1.64M - $1.76M
|
53.9K
$32.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
96+ 3.95% |
$54.5K - $58.3K
|
2.53K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25- 0.88% |
$14.2K - $15.2K
|
2.83K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
3.46KNew |
$1.96M - $2.1M
|
3.46K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4+ 0.78% |
$2.27K - $2.43K
|
514
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94K+ 5.35% |
$1.67M - $1.79M
|
57.9K
$35.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.93K- 8.71% |
$1.1M - $1.18M
|
20.3K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 4.77% |
$1.51M - $1.62M
|
58.5K
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
688+ 2.33% |
$391K - $418K
|
30.3K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$568 - $608
|
893
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$3.41K - $3.65K
|
1.83K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.45% |
$1.14K - $1.22K
|
443
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.99% |
$2.27K - $2.43K
|
399
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
34+ 0.45% |
$19.3K - $20.7K
|
7.65K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
391+ 14.67% |
$222K - $238K
|
3.06K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.41K - $3.65K
|
9.33K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-26- 5.28% |
$14.8K - $15.8K
|
466
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
29+ 2.45% |
$16.5K - $17.6K
|
1.21K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.04K+ 5.63% |
$588K - $630K
|
19.4K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 19.25% |
$70.4K - $75.4K
|
520
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-26- 1.97% |
$14.8K - $15.8K
|
1.3K
$787K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-75.8K- 61.65% |
$43.1M - $46.1M
|
47.2K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
62+ 1.71% |
$35.2K - $37.7K
|
3.69K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-377- 3.47% |
$214K - $229K
|
10.5K
$6.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.4KNew |
$1.93M - $2.07M
|
3.4K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
256+ 6.61% |
$145K - $156K
|
4.13K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2- 0.13% |
$1.14K - $1.22K
|
1.58K
$962K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
55+ 10.4% |
$31.2K - $33.4K
|
584
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
15+ 0.35% |
$8.52K - $9.12K
|
4.31K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-102- 1.78% |
$57.9K - $62K
|
5.64K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.1K+ 4.93% |
$622K - $666K
|
23.3K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
28+ 0.21% |
$15.9K - $17K
|
13.6K
$8.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-84- 0.58% |
$47.7K - $51.1K
|
14.5K
$8.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.72K+ 16.39% |
$975K - $1.04M
|
12.2K
$7.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
PUT |
200New |
$114K - $122K
|
200
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
432+ 1.18% |
$245K - $263K
|
37K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.88K- 2.37% |
$1.07M - $1.14M
|
77.5K
$47.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.36K+ 1.53% |
$773K - $828K
|
90.2K
$54.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4- 0.16% |
$2.27K - $2.43K
|
2.52K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.78% |
$22.1K - $23.7K
|
5.06K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
24+ 3.73% |
$13.6K - $14.6K
|
667
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
5+ 0.41% |
$2.84K - $3.04K
|
1.22K
$739K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-454- 1.25% |
$258K - $276K
|
36K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 5.74% |
$34.1K - $36.5K
|
1.11K
$672K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-184- 5.21% |
$104K - $112K
|
3.35K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
10KNew |
$5.68M - $6.08M
|
10K
$6.08M
|