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
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-7- 0.15% |
$4.57K - $4.81K
|
4.63K
$3.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-14- 2.77% |
$9.14K - $9.62K
|
492
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
2.01KNew |
$1.31M - $1.38M
|
2.01K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
15+ 0.15% |
$9.8K - $10.3K
|
9.71K
$6.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-25- 1.13% |
$16.3K - $17.2K
|
2.2K
$1.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.44% |
$23.5K - $24.7K
|
8.18K
$5.45M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-454- 1.3% |
$296K - $312K
|
34.3K
$22.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-31- 1.6% |
$20.2K - $21.3K
|
1.91K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7+ 2.05% |
$4.57K - $4.81K
|
349
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-81- 2.36% |
$52.9K - $55.7K
|
3.35K
$2.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
128+ 0.57% |
$83.6K - $88K
|
22.5K
$15M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
130+ 7.02% |
$84.9K - $89.4K
|
1.98K
$1.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$653 - $687
|
435
$290K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
65+ 2.77% |
$42.4K - $44.7K
|
2.41K
$1.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-61- 9.46% |
$39.8K - $41.9K
|
584
$389K
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
SELL
|
- |
-62- 0.53% |
$40.5K - $42.6K
|
11.7K
$7.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
410+ 3.51% |
$268K - $282K
|
12.1K
$8.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
274+ 1.65% |
$179K - $188K
|
16.9K
$11.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
SELL
|
- |
-226K- 75.0% |
$148M - $156M
|
75.4K
$50.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
207+ 0.14% |
$135K - $142K
|
143K
$95.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-110- 2.17% |
$71.8K - $75.6K
|
4.96K
$3.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
12.8K+ 170.75% |
$8.39M - $8.83M
|
20.4K
$13.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-11- 0.98% |
$7.18K - $7.56K
|
1.11K
$741K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-188- 3.39% |
$123K - $129K
|
5.35K
$3.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-107- 5.13% |
$69.9K - $73.6K
|
1.98K
$1.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-113- 20.81% |
$73.8K - $77.7K
|
430
$286K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-572- 3.52% |
$374K - $393K
|
15.7K
$10.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-107- 4.44% |
$69.9K - $73.6K
|
2.31K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
17+ 0.4% |
$11.1K - $11.7K
|
4.3K
$2.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
9+ 0.76% |
$5.88K - $6.19K
|
1.2K
$799K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
SELL
|
- |
-8.66K- 54.62% |
$5.65M - $5.95M
|
7.19K
$4.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-436- 10.91% |
$285K - $300K
|
3.56K
$2.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 1.13% |
$47K - $49.5K
|
6.46K
$4.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-353- 1.67% |
$231K - $243K
|
20.7K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-7.2K- 64.19% |
$4.7M - $4.95M
|
4.02K
$2.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13+ 1.6% |
$8.49K - $8.94K
|
825
$549K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
700+ 5.09% |
$457K - $481K
|
14.4K
$9.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
CALL |
200+ 15.38% |
$131K - $137K
|
1.5K
$999K
|
|
|
Jan 07, 2026
Q4 2025
|
American Asset Management Inc.
|
SELL
|
- |
-1.62K- 6.72% |
$1.06M - $1.11M
|
22.4K
$14.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$6.53K - $6.87K
|
4.83K
$3.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
13+ 2.43% |
$8.49K - $8.94K
|
548
$365K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
48+ 10.91% |
$31.3K - $33K
|
488
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27.6K+ 288.9% |
$18M - $19M
|
37.1K
$24.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-36- 0.57% |
$23.5K - $24.7K
|
6.26K
$4.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-74- 1.62% |
$48.3K - $50.9K
|
4.49K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
102K+ 730.12% |
$66.6M - $70.1M
|
116K
$77.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
107+ 2.6% |
$69.9K - $73.6K
|
4.22K
$2.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-294- 5.54% |
$192K - $202K
|
5.01K
$3.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.4K+ 90.69% |
$3.52M - $3.71M
|
11.3K
$7.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.24K+ 4.93% |
$808K - $850K
|
26.3K
$17.5M
|
|