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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
751+ 12.21% |
$414K - $460K
|
6.9K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-144K- 27.59% |
$79.3M - $88.2M
|
377K
$251M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2.25K- 2.06% |
$1.24M - $1.38M
|
107K
$71.2M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1- 0.1% |
$551 - $613
|
1.01K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 68.0% |
$5.52M - $6.14M
|
4.71K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$551 - $613
|
638
$425K
|
|
|
May 12, 2025
Q1 2025
|
White Mountains Insurance Group LTD
Hanover, NH |
SELL
|
- |
-167K- 43.57% |
$92.1M - $102M
|
216K
$144M
|
|
|
May 12, 2025
Q1 2025
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-18.5K- 3.53% |
$10.2M - $11.3M
|
506K
$336M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-65- 12.33% |
$35.8K - $39.8K
|
462
$308K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.25% |
$551 - $613
|
409
$272K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.76KNew |
$972K - $1.08M
|
1.76K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-34- 4.96% |
$18.7K - $20.8K
|
651
$433K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
119New |
$65.6K - $72.9K
|
119
$79.2K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
774+ 32.38% |
$427K - $474K
|
3.16K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.25K+ 172.96% |
$1.24M - $1.38M
|
3.54K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
1New |
$551 - $613
|
1
$666
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
367+ 191.15% |
$202K - $225K
|
559
$372K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
PUT |
-5.6K- 43.08% |
$3.09M - $3.43M
|
7.4K
$4.93M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-40- 4.76% |
$22.1K - $24.5K
|
800
$533K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
CALL |
5.5KNew |
$3.03M - $3.37M
|
5.5K
$3.66M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.16% |
$1.65K - $1.84K
|
1.83K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
520New |
$287K - $319K
|
520
$346K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
PUT |
2KNew |
$1.1M - $1.23M
|
2K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
168K+ 420.85% |
$92.8M - $103M
|
208K
$139M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-145- 4.16% |
$80K - $88.9K
|
3.34K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-35- 2.8% |
$19.3K - $21.5K
|
1.21K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
522New |
$288K - $320K
|
522
$347K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
44+ 3.62% |
$24.3K - $27K
|
1.26K
$839K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$333K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
64+ 0.33% |
$35.3K - $39.2K
|
19.7K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
86+ 60.99% |
$47.4K - $52.7K
|
227
$151K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.33K+ 74.79% |
$1.28M - $1.43M
|
5.44K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$6.07K - $6.74K
|
3.58K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 0.89% |
$1.03M - $1.15M
|
208K
$139M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
386New |
$213K - $237K
|
386
$257K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-35- 0.63% |
$19.3K - $21.5K
|
5.5K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-396- 27.09% |
$218K - $243K
|
1.07K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
357+ 1.59% |
$197K - $219K
|
22.7K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-474- 51.58% |
$261K - $291K
|
445
$296K
|
|
|
May 07, 2025
Q1 2025
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-139K- 49.42% |
$76.8M - $85.3M
|
143K
$94.9M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
19.9KNew |
$11M - $12.2M
|
19.9K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.2KNew |
$663K - $737K
|
1.2K
$801K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
532+ 111.06% |
$293K - $326K
|
1.01K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
PUT |
-300- 3.66% |
$165K - $184K
|
7.9K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 57.48% |
$608K - $676K
|
816
$543K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2.2KNew |
$1.21M - $1.35M
|
2.2K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.86% |
$5.51K - $6.13K
|
1.18K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
750New |
$414K - $460K
|
750
$499K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-150- 29.41% |
$82.7K - $91.9K
|
360
$240K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.23% |
$551 - $613
|
435
$290K
|
|