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 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-143- 1.86% |
$88.3K - $95.4K
|
7.54K
$5.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.86K- 17.67% |
$2.38M - $2.57M
|
18K
$12M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
508New |
$314K - $339K
|
508
$338K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-40- 1.21% |
$24.7K - $26.7K
|
3.27K
$2.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-504- 1.23% |
$311K - $336K
|
40.3K
$26.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-183- 0.07% |
$113K - $122K
|
269K
$179M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-261- 2.87% |
$161K - $174K
|
8.83K
$5.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-770- 5.92% |
$476K - $513K
|
12.2K
$8.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
100+ 2.06% |
$61.8K - $66.7K
|
4.95K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 4.75% |
$799K - $863K
|
28.5K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.26K- 5.45% |
$778K - $840K
|
21.9K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4+ 1.05% |
$2.47K - $2.67K
|
384
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-31K- 51.13% |
$19.1M - $20.6M
|
29.6K
$19.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
360+ 16.89% |
$222K - $240K
|
2.49K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
CALL |
-3K- 90.91% |
$1.85M - $2M
|
300
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.31K+ 27.2% |
$807K - $872K
|
6.11K
$4.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-375- 21.69% |
$232K - $250K
|
1.35K
$901K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
924+ 8.29% |
$571K - $616K
|
12.1K
$8.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-24- 2.51% |
$14.8K - $16K
|
934
$622K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
353+ 3.0% |
$218K - $235K
|
12.1K
$8.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 23.12% |
$1.16M - $1.25M
|
6.23K
$4.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
575+ 383.33% |
$355K - $383K
|
725
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
20.6KNew |
$12.7M - $13.8M
|
20.6K
$13.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.99K- 1.41% |
$3.7M - $3.99M
|
419K
$279M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.53K- 1.48% |
$2.18M - $2.35M
|
236K
$157M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 7.15% |
$66.1K - $71.4K
|
1.39K
$925K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
30+ 8.65% |
$18.5K - $20K
|
377
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
369+ 1.43% |
$228K - $246K
|
26.3K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.8K+ 137.4% |
$6.66M - $7.19M
|
18.6K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.61K- 8.34% |
$992K - $1.07M
|
17.7K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.93K+ 2.04% |
$1.19M - $1.29M
|
96.4K
$64.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 4.89% |
$1.1M - $1.19M
|
38.2K
$25.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-190- 5.8% |
$117K - $127K
|
3.09K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.11% |
$618 - $667
|
944
$628K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
152+ 1.63% |
$93.9K - $101K
|
9.5K
$6.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11+ 0.1% |
$6.79K - $7.34K
|
11.3K
$7.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-244- 6.56% |
$151K - $163K
|
3.47K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
156+ 0.28% |
$96.4K - $104K
|
56.9K
$37.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
318New |
$196K - $212K
|
318
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.24% |
$18.5K - $20K
|
12.4K
$8.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.6K+ 136.5% |
$1.61M - $1.73M
|
4.5K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 15.84% |
$1.13M - $1.22M
|
13.4K
$8.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
CALL |
25.5K+ 79.19% |
$15.8M - $17M
|
57.7K
$38.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19.4K- 34.0% |
$12M - $13M
|
37.7K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10- 1.3% |
$6.18K - $6.67K
|
761
$507K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.24K+ 27.17% |
$3.24M - $3.5M
|
24.5K
$16.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
365New |
$225K - $243K
|
365
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.59K+ 26.87% |
$980K - $1.06M
|
7.49K
$4.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
517+ 15.61% |
$319K - $345K
|
3.83K
$2.55M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14+ 0.04% |
$8.65K - $9.34K
|
31.6K
$21M
|
|