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
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-494- 1.01% |
$305K - $329K
|
48.3K
$32.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-154K- 50.02% |
$95.1M - $103M
|
154K
$102M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
387+ 1.05% |
$239K - $258K
|
37.4K
$24.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
PUT |
-100- 1.16% |
$61.8K - $66.7K
|
8.5K
$5.66M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
140+ 6.15% |
$86.5K - $93.4K
|
2.42K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.32K+ 8.83% |
$815K - $880K
|
16.3K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
PUT |
100+ 25.0% |
$61.8K - $66.7K
|
500
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2K+ 14.14% |
$7.55M - $8.15M
|
98.6K
$65.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-758- 1.64% |
$468K - $505K
|
45.4K
$30.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.28K+ 4.76% |
$3.88M - $4.19M
|
138K
$92M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-75- 1.5% |
$46.3K - $50K
|
4.94K
$3.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.14% |
$8.03K - $8.67K
|
9.19K
$6.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-183- 2.38% |
$113K - $122K
|
7.51K
$5M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-30- 0.56% |
$18.5K - $20K
|
5.29K
$3.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.21K+ 3.25% |
$744K - $804K
|
38.3K
$25.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.56% |
$8.65K - $9.34K
|
2.53K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.29K- 3.47% |
$2.03M - $2.19M
|
91.6K
$61M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.13% |
$3.09K - $3.33K
|
3.83K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-111- 1.99% |
$68.6K - $74K
|
5.48K
$3.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-252- 0.94% |
$156K - $168K
|
26.7K
$17.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-71- 1.03% |
$43.9K - $47.3K
|
6.82K
$4.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-38- 0.39% |
$23.5K - $25.3K
|
9.61K
$6.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.62K- 0.78% |
$1M - $1.08M
|
205K
$136M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2+ 0.3% |
$1.24K - $1.33K
|
671
$447K
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
16.5K+ 220.0% |
$10.2M - $11M
|
24K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-363- 23.3% |
$224K - $242K
|
1.2K
$795K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
298+ 75.44% |
$184K - $199K
|
693
$461K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.36K- 30.28% |
$2.07M - $2.24M
|
7.73K
$5.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$618 - $667
|
731
$487K
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-838- 25.44% |
$518K - $559K
|
2.46K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-204- 0.46% |
$126K - $136K
|
43.8K
$29.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-23- 0.96% |
$14.2K - $15.3K
|
2.37K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
340+ 4.98% |
$210K - $227K
|
7.16K
$4.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.2K+ 1412.56% |
$6.94M - $7.5M
|
12K
$8.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
903+ 31.29% |
$558K - $602K
|
3.79K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
310+ 2.54% |
$191K - $207K
|
12.5K
$8.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5- 1.08% |
$3.09K - $3.33K
|
459
$306K
|
|