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 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
660New |
$364K - $405K
|
660
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 14.29% |
$138K - $153K
|
1.5K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.16% |
$551 - $613
|
617
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2- 0.48% |
$1.1K - $1.23K
|
418
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.02K+ 8.67% |
$560K - $622K
|
12.7K
$8.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14- 0.36% |
$7.72K - $8.58K
|
3.83K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-265- 6.62% |
$146K - $162K
|
3.74K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
900New |
$496K - $552K
|
900
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
185+ 1.2% |
$102K - $113K
|
15.6K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
11+ 2.18% |
$6.07K - $6.74K
|
515
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.22% |
$551 - $613
|
455
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-17- 7.46% |
$9.37K - $10.4K
|
211
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3New |
$1.65K - $1.84K
|
3
$2K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
PUT |
-2.3K- 23.0% |
$1.27M - $1.41M
|
7.7K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-220- 20.22% |
$121K - $135K
|
868
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.23K- 0.42% |
$679K - $755K
|
293K
$195M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
CALL |
-6K- 75.0% |
$3.31M - $3.68M
|
2K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-78- 2.72% |
$43K - $47.8K
|
2.79K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
70.3KNew |
$38.8M - $43.1M
|
70.3K
$46.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
106KNew |
$58.7M - $65.3M
|
106K
$70.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-6- 3.8% |
$3.31K - $3.68K
|
152
$101K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
CALL |
200New |
$110K - $123K
|
200
$133K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-5.6K- 52.83% |
$3.09M - $3.43M
|
5K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-10- 2.49% |
$5.51K - $6.13K
|
392
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1KNew |
$552K - $614K
|
1K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.74KNew |
$958K - $1.06M
|
1.74K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-33- 0.53% |
$18.2K - $20.2K
|
6.17K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-27- 1.59% |
$14.9K - $16.5K
|
1.68K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$112K - $124K
|
203
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
PUT |
200New |
$110K - $123K
|
200
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 1.12% |
$2.76K - $3.06K
|
452
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$96.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-721- 13.56% |
$398K - $442K
|
4.6K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-38.2K- 67.23% |
$21.1M - $23.4M
|
18.6K
$12.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-71- 14.55% |
$39.2K - $43.5K
|
417
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-599- 35.76% |
$330K - $367K
|
1.08K
$716K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-159- 8.06% |
$87.7K - $97.5K
|
1.81K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.44K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-104- 4.2% |
$57.3K - $63.7K
|
2.37K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
9+ 0.54% |
$4.96K - $5.52K
|
1.68K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.74K- 96.67% |
$959K - $1.07M
|
60
$39.9K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
500New |
$276K - $306K
|
500
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-364K- 96.54% |
$201M - $223M
|
13K
$8.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$551 - $613
|
2.22K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
778+ 195.97% |
$429K - $477K
|
1.18K
$782K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$56.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
426New |
$235K - $261K
|
426
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-936- 63.33% |
$516K - $574K
|
542
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 1.2% |
$2.21K - $2.45K
|
337
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
37.5K+ 65.7% |
$20.7M - $23M
|
94.6K
$63M
|
|