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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-212- 8.62% |
$131K - $141K
|
2.25K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
1+ 0.21% |
$618 - $667
|
488
$325K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
123+ 3.56% |
$76K - $82K
|
3.58K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2+ 0.05% |
$1.24K - $1.33K
|
4.28K
$2.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.24K+ 124.39% |
$2.62M - $2.83M
|
7.65K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.59K- 8.49% |
$5.92M - $6.39M
|
103K
$68.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.52K+ 0.94% |
$936K - $1.01M
|
162K
$108M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13K+ 5.72% |
$8.01M - $8.65M
|
240K
$160M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-170- 5.13% |
$105K - $113K
|
3.14K
$2.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-242- 0.19% |
$149K - $161K
|
130K
$86.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
3.1K+ 35.23% |
$1.91M - $2.07M
|
11.9K
$7.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-266- 0.98% |
$164K - $177K
|
26.8K
$17.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2+ 0.3% |
$1.24K - $1.33K
|
671
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
7.26K+ 24.55% |
$4.48M - $4.84M
|
36.8K
$24.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
64+ 12.72% |
$39.5K - $42.7K
|
567
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
125+ 4.31% |
$77.2K - $83.4K
|
3.02K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-628- 42.09% |
$388K - $419K
|
864
$575K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-3.26K- 3.88% |
$2.01M - $2.17M
|
80.8K
$53.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.06K- 33.7% |
$655K - $707K
|
2.09K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-309- 0.91% |
$191K - $206K
|
33.5K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10K- 19.24% |
$6.17M - $6.67M
|
42K
$27.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
39+ 5.84% |
$24.1K - $26K
|
707
$471K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-12- 0.79% |
$7.41K - $8K
|
1.5K
$999K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-121- 22.87% |
$74.7K - $80.7K
|
408
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-460- 1.47% |
$284K - $307K
|
30.9K
$20.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
SELL
|
- |
-340- 48.78% |
$210K - $227K
|
357
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
15.2K+ 159.72% |
$9.39M - $10.1M
|
24.7K
$16.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
BUY
|
- |
139+ 11.96% |
$85.9K - $92.7K
|
1.3K
$866K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
857+ 13.37% |
$529K - $571K
|
7.27K
$4.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.6K+ 1.3% |
$985K - $1.06M
|
125K
$82.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
128+ 3.68% |
$79.1K - $85.4K
|
3.61K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.1K- 23.0% |
$1.3M - $1.4M
|
7.04K
$4.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-158- 8.75% |
$97.6K - $105K
|
1.65K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-32.4K- 33.53% |
$20M - $21.6M
|
64.3K
$42.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Management Associates Inc
|
BUY
|
PUT |
232K+ 356.07% |
$143M - $155M
|
297K
$198M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-67K- 10.89% |
$41.4M - $44.7M
|
548K
$365M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
732+ 3.62% |
$452K - $488K
|
20.9K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
17+ 0.12% |
$10.5K - $11.3K
|
14K
$9.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.41K- 5.25% |
$3.96M - $4.27M
|
116K
$76.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.71K- 1.68% |
$3.52M - $3.8M
|
335K
$223M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.12% |
$3.71K - $4K
|
4.97K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
359+ 11.67% |
$222K - $239K
|
3.43K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-8- 0.3% |
$4.94K - $5.33K
|
2.63K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
50+ 0.09% |
$30.9K - $33.3K
|
54.4K
$36.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.07K+ 22.85% |
$1.9M - $2.05M
|
16.5K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-12.4K- 43.95% |
$7.63M - $8.24M
|
15.8K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
17.6K+ 35.96% |
$10.9M - $11.7M
|
66.5K
$44.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
814New |
$503K - $543K
|
814
$542K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
125+ 12.64% |
$77.2K - $83.4K
|
1.11K
$742K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
567+ 2.02% |
$350K - $378K
|
28.6K
$19M
|
|