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 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
|
|
|
Jan 08, 2026
Q4 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-148- 1.56% |
$96.6K - $102K
|
9.34K
$6.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
145+ 2.19% |
$94.7K - $99.7K
|
6.77K
$4.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1+ 0.08% |
$653 - $687
|
1.18K
$787K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
46+ 1.83% |
$30K - $31.6K
|
2.56K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20+ 2.16% |
$13.1K - $13.7K
|
948
$631K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-665- 1.12% |
$434K - $457K
|
58.7K
$39.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
739New |
$483K - $508K
|
739
$492K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
479+ 5.61% |
$313K - $329K
|
9.02K
$6.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.1K+ 3.98% |
$715K - $753K
|
28.6K
$19.1M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.09% |
$32.7K - $34.4K
|
1.03K
$688K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-147- 3.24% |
$96K - $101K
|
4.4K
$2.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-32- 0.36% |
$20.9K - $22K
|
8.91K
$5.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
60+ 2.67% |
$39.2K - $41.2K
|
2.31K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-511- 11.24% |
$334K - $351K
|
4.03K
$2.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-38- 5.53% |
$24.8K - $26.1K
|
649
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-10- 1.47% |
$6.53K - $6.87K
|
669
$445K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6- 0.17% |
$3.92K - $4.12K
|
3.5K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 5.14% |
$925K - $973K
|
26.1K
$17.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-601- 9.17% |
$392K - $413K
|
5.96K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
274+ 22.89% |
$179K - $188K
|
1.47K
$979K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-190- 0.96% |
$124K - $131K
|
19.7K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
115+ 2.65% |
$75.1K - $79K
|
4.45K
$2.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-561- 1.72% |
$366K - $386K
|
32.1K
$21.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3- 0.05% |
$1.96K - $2.06K
|
6.38K
$4.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 1.09% |
$37.2K - $39.2K
|
5.27K
$3.5M
|
|