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 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.19% |
$1.24K - $1.33K
|
1.05K
$698K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5+ 0.06% |
$3.09K - $3.33K
|
7.83K
$5.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-14K- 70.0% |
$8.65M - $9.34M
|
6K
$3.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86.2K+ 29.49% |
$53.2M - $57.5M
|
378K
$252M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-61- 4.59% |
$37.7K - $40.7K
|
1.27K
$843K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
17+ 29.31% |
$10.5K - $11.3K
|
75
$49.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-119- 1.18% |
$73.5K - $79.4K
|
9.98K
$6.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
902+ 176.17% |
$557K - $601K
|
1.41K
$941K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
520+ 2.87% |
$321K - $347K
|
18.7K
$12.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
113K+ 377.33% |
$69.9M - $75.5M
|
143K
$95.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.04K- 70.75% |
$642K - $694K
|
430
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-552- 6.0% |
$341K - $368K
|
8.64K
$5.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 1.8% |
$28.4K - $30.7K
|
2.61K
$1.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-3.33K- 66.16% |
$2.06M - $2.22M
|
1.7K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
38+ 1.18% |
$23.5K - $25.3K
|
3.26K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-721- 1.22% |
$445K - $481K
|
58.5K
$38.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.66K+ 0.28% |
$2.26M - $2.44M
|
1.32M
$882M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
18K+ 15.49% |
$11.1M - $12M
|
134K
$89.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 3.02% |
$813K - $878K
|
42.3K
$28.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.53% |
$21K - $22.7K
|
6.41K
$4.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-135- 0.49% |
$83.4K - $90K
|
27.3K
$18.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-543- 6.03% |
$335K - $362K
|
8.47K
$5.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
193+ 4.57% |
$119K - $129K
|
4.42K
$2.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-114- 2.99% |
$70.4K - $76K
|
3.71K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.17% |
$3.09K - $3.33K
|
3.01K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
105+ 2.85% |
$64.9K - $70K
|
3.79K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
PUT |
200+ 6.06% |
$124K - $133K
|
3.5K
$2.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.45K+ 4.84% |
$894K - $966K
|
31.4K
$20.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-20- 3.04% |
$12.4K - $13.3K
|
637
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
498+ 3.48% |
$308K - $332K
|
14.8K
$9.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
721+ 11.84% |
$445K - $481K
|
6.81K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.28KNew |
$2.03M - $2.19M
|
3.28K
$2.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
95+ 21.35% |
$58.7K - $63.3K
|
540
$359K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
755+ 2.85% |
$466K - $503K
|
27.2K
$18.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-351- 33.82% |
$217K - $234K
|
687
$457K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
309+ 13.6% |
$191K - $206K
|
2.58K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-285- 93.44% |
$176K - $190K
|
20
$13.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-217- 0.7% |
$134K - $145K
|
30.9K
$20.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
313New |
$193K - $209K
|
313
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-70- 0.43% |
$43.2K - $46.7K
|
16K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-10- 0.2% |
$6.18K - $6.67K
|
5.03K
$3.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
117+ 11.36% |
$72.3K - $78K
|
1.15K
$764K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.56K+ 29.29% |
$2.2M - $2.37M
|
15.7K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
PUT |
3.6KNew |
$2.22M - $2.4M
|
3.6K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
6.36K+ 24.51% |
$3.93M - $4.24M
|
32.3K
$21.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
6.36K+ 24.51% |
$3.93M - $4.24M
|
32.3K
$21.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-278- 9.57% |
$172K - $185K
|
2.63K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
191+ 24.33% |
$118K - $127K
|
976
$650K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 10.42% |
$34K - $36.7K
|
583
$388K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
CALL |
600New |
$371K - $400K
|
600
$399K
|
|