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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-225- 3.35% |
$124K - $138K
|
6.49K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-159- 8.06% |
$87.7K - $97.5K
|
1.81K
$977K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-24- 4.2% |
$13.2K - $14.7K
|
548
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-365- 7.33% |
$201K - $224K
|
4.62K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-49- 5.19% |
$27K - $30K
|
895
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
55+ 2.68% |
$30.3K - $33.7K
|
2.11K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
59+ 5.72% |
$32.5K - $36.2K
|
1.09K
$588K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.5% |
$1.37M - $1.52M
|
96.6K
$52.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-87- 10.26% |
$48K - $53.3K
|
761
$410K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 40.65% |
$809K - $900K
|
2.14K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
28+ 0.74% |
$15.4K - $17.2K
|
3.8K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.45K- 68.65% |
$2.45M - $2.73M
|
2.03K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-300- 13.32% |
$165K - $184K
|
1.95K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
39+ 1.02% |
$21.5K - $23.9K
|
3.88K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.95K+ 63.92% |
$4.38M - $4.87M
|
20.4K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
183+ 7.16% |
$101K - $112K
|
2.74K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-161- 0.58% |
$88.8K - $98.7K
|
27.4K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-48.9K- 91.52% |
$27M - $30M
|
4.53K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-246- 6.88% |
$136K - $151K
|
3.33K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
855+ 4.36% |
$471K - $524K
|
20.5K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-137- 15.6% |
$75.5K - $84K
|
741
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.8% |
$12.1K - $13.5K
|
2.77K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.49K+ 40.56% |
$2.48M - $2.75M
|
15.6K
$8.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
210+ 28.04% |
$116K - $129K
|
959
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
985+ 9.68% |
$543K - $604K
|
11.2K
$6.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-30- 0.02% |
$16.5K - $18.4K
|
143K
$77.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.31K
$2.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.18K+ 10.44% |
$651K - $724K
|
12.5K
$6.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.21% |
$551 - $613
|
467
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-35- 2.17% |
$19.3K - $21.5K
|
1.58K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 3.3% |
$63.4K - $70.5K
|
3.6K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-52- 5.69% |
$28.7K - $31.9K
|
862
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.1K- 15.49% |
$607K - $674K
|
6K
$3.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.44K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
49+ 6.14% |
$27K - $30K
|
847
$457K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
131+ 5.15% |
$72.2K - $80.3K
|
2.68K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.16K+ 56.86% |
$1.19M - $1.33M
|
5.97K
$3.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-322- 13.09% |
$178K - $197K
|
2.14K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
7.03K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16K
$8.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1+ 0.1% |
$551 - $613
|
1.03K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
697+ 2.52% |
$384K - $427K
|
28.4K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.86K+ 9.32% |
$1.03M - $1.14M
|
21.8K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-586- 7.72% |
$323K - $359K
|
7K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 28.73% |
$748K - $831K
|
6.08K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
62+ 0.19% |
$34.2K - $38K
|
32.5K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.59K- 71.39% |
$4.18M - $4.65M
|
3.04K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-211- 14.23% |
$116K - $129K
|
1.27K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.06K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26+ 1.36% |
$14.3K - $15.9K
|
1.94K
$1.04M
|