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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
112+ 13.22% |
$69.2K - $74.7K
|
959
$638K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-51- 1.96% |
$31.5K - $34K
|
2.55K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.33K
|
2.45K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-131- 4.35% |
$80.9K - $87.4K
|
2.88K
$1.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-144- 0.84% |
$88.9K - $96K
|
17K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-75- 3.38% |
$46.3K - $50K
|
2.14K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6- 0.08% |
$3.71K - $4K
|
7.59K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-170- 10.25% |
$105K - $113K
|
1.49K
$991K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-54- 1.38% |
$33.4K - $36K
|
3.85K
$2.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-107K- 43.9% |
$66.1M - $71.3M
|
137K
$91M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
484+ 5.53% |
$299K - $323K
|
9.23K
$6.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-415- 1.04% |
$256K - $277K
|
39.4K
$26.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2- 0.13% |
$1.24K - $1.33K
|
1.58K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
81+ 0.35% |
$50K - $54K
|
23.1K
$15.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5- 0.09% |
$3.09K - $3.33K
|
5.51K
$3.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-90- 3.04% |
$55.6K - $60K
|
2.87K
$1.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
33+ 1.3% |
$20.4K - $22K
|
2.58K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.39K+ 20.67% |
$2.1M - $2.26M
|
19.8K
$13.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.5K- 5.38% |
$6.5M - $7.02M
|
185K
$123M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.56K+ 383.18% |
$3.43M - $3.71M
|
7.01K
$4.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-40- 9.35% |
$24.7K - $26.7K
|
388
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24+ 0.26% |
$14.8K - $16K
|
9.37K
$6.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13.6K- 4.57% |
$8.4M - $9.07M
|
284K
$189M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-41.7K- 8.95% |
$25.8M - $27.8M
|
424K
$283M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
93+ 0.88% |
$57.4K - $62K
|
10.6K
$7.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-65- 11.21% |
$40.1K - $43.3K
|
515
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
18+ 1.76% |
$11.1K - $12K
|
1.04K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.59K+ 92.96% |
$979K - $1.06M
|
3.29K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
231+ 5.66% |
$143K - $154K
|
4.31K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.26K+ 38.4% |
$2.01M - $2.17M
|
11.7K
$7.81M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 3.38% |
$843K - $910K
|
39K
$25.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4- 0.14% |
$2.47K - $2.67K
|
2.89K
$1.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-603- 3.85% |
$372K - $402K
|
15K
$10M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
BUY
|
- |
15+ 0.33% |
$9.26K - $10K
|
4.52K
$3.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.18% |
$9.88K - $10.7K
|
8.73K
$5.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
PUT |
11.7KNew |
$7.23M - $7.8M
|
11.7K
$7.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-22- 0.99% |
$13.6K - $14.7K
|
2.2K
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-306- 7.45% |
$189K - $204K
|
3.8K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
304New |
$188K - $203K
|
304
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.64K+ 108.81% |
$2.25M - $2.43M
|
6.99K
$4.65M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 13.02% |
$29K - $31.3K
|
314
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-166- 8.63% |
$103K - $111K
|
1.76K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-10- 0.97% |
$6.18K - $6.67K
|
1.02K
$682K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1+ 0.16% |
$618 - $667
|
646
$430K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
467+ 2.03% |
$288K - $311K
|
23.5K
$15.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3- 0.08% |
$1.85K - $2K
|
3.65K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
37+ 45.68% |
$22.9K - $24.7K
|
118
$78.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$8.49M - $9.16M
|
13.7K
$9.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 1.79% |
$29K - $31.3K
|
2.68K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
302+ 3.46% |
$187K - $201K
|
9.03K
$6.01M
|
|