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 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
297New |
$194K - $204K
|
297
$198K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
366+ 1.37% |
$239K - $252K
|
27K
$18M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
582+ 18.77% |
$380K - $400K
|
3.68K
$2.45M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2.45KNew |
$1.6M - $1.68M
|
2.45K
$1.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-237- 2.57% |
$155K - $163K
|
9K
$5.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.66K- 7.19% |
$1.09M - $1.14M
|
21.4K
$14.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
25+ 1.69% |
$16.3K - $17.2K
|
1.5K
$999K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
21+ 1.54% |
$13.7K - $14.4K
|
1.38K
$921K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.22K- 2.31% |
$794K - $836K
|
51.3K
$34.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-15- 1.03% |
$9.8K - $10.3K
|
1.44K
$961K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
892+ 109.72% |
$582K - $613K
|
1.71K
$1.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
356+ 1.2% |
$232K - $245K
|
29.9K
$19.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-268- 3.33% |
$175K - $184K
|
7.77K
$5.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-38.8K- 98.48% |
$25.3M - $26.7M
|
599
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
6New |
$3.92K - $4.12K
|
6
$3.99K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.52% |
$3.92K - $4.12K
|
1.14K
$758K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-57- 5.15% |
$37.2K - $39.2K
|
1.05K
$698K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
46+ 4.24% |
$30K - $31.6K
|
1.13K
$752K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.07K- 2.09% |
$697K - $733K
|
50K
$33.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
63+ 2.6% |
$41.1K - $43.3K
|
2.49K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-7- 0.08% |
$4.57K - $4.81K
|
9.21K
$6.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
393+ 7.07% |
$257K - $270K
|
5.95K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-126- 13.26% |
$82.3K - $86.6K
|
824
$549K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
54+ 1.44% |
$35.3K - $37.1K
|
3.8K
$2.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
123+ 0.4% |
$80.3K - $84.5K
|
30.6K
$20.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.19K- 5.33% |
$774K - $815K
|
21K
$14M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-240- 2.19% |
$157K - $165K
|
10.7K
$7.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
757+ 176.46% |
$494K - $520K
|
1.19K
$789K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-205- 0.42% |
$134K - $141K
|
48.9K
$32.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.32% |
$10.2M - $10.8M
|
693K
$462M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-49.1K- 90.02% |
$32M - $33.7M
|
5.44K
$3.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.54K+ 10.16% |
$2.31M - $2.44M
|
38.4K
$25.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-30- 0.13% |
$19.6K - $20.6K
|
22.3K
$14.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.39K- 3.83% |
$905K - $953K
|
34.8K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
260+ 6.66% |
$170K - $179K
|
4.16K
$2.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2- 0.07% |
$1.31K - $1.37K
|
3.06K
$2.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 2.9% |
$22.9K - $24.1K
|
1.17K
$779K
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
6.22K+ 10.58% |
$4.06M - $4.28M
|
65K
$43.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-19- 0.54% |
$12.4K - $13.1K
|
3.5K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.17K- 24.62% |
$2.07M - $2.18M
|
9.71K
$6.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-11- 0.19% |
$7.18K - $7.56K
|
5.92K
$3.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-117K- 81.83% |
$76.6M - $80.6M
|
26K
$17.3M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.1% |
$653 - $687
|
1.01K
$670K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
416+ 2.1% |
$272K - $286K
|
20.2K
$13.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04K+ 92.06% |
$1.33M - $1.4M
|
4.26K
$2.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-313- 22.7% |
$204K - $215K
|
1.07K
$710K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
SELL
|
- |
-1.12K- 23.38% |
$731K - $770K
|
3.67K
$2.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.17K+ 304.9% |
$2.07M - $2.18M
|
4.21K
$2.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
162+ 12.58% |
$106K - $111K
|
1.45K
$965K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-222- 7.71% |
$145K - $153K
|
2.66K
$1.77M
|
|