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 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
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.06K+ 5.03% |
$689K - $725K
|
22K
$14.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
70+ 2.14% |
$45.7K - $48.1K
|
3.35K
$2.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-29- 0.74% |
$18.9K - $19.9K
|
3.91K
$2.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
572+ 16.79% |
$374K - $393K
|
3.98K
$2.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.37K+ 5.65% |
$892K - $939K
|
25.5K
$17M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.03K+ 2.52% |
$674K - $709K
|
41.9K
$27.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.3K- 23.66% |
$847K - $892K
|
4.19K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1.04K+ 20.69% |
$677K - $712K
|
6.04K
$4.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
62+ 2.33% |
$40.5K - $42.6K
|
2.73K
$1.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
26+ 2.56% |
$17K - $17.9K
|
1.04K
$694K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.34K- 2.96% |
$875K - $921K
|
43.9K
$29.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-49.9K- 66.75% |
$32.6M - $34.3M
|
24.9K
$16.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$653 - $687
|
3.9K
$2.59M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
27+ 3.28% |
$17.6K - $18.6K
|
849
$565K
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-65- 5.16% |
$42.4K - $44.7K
|
1.2K
$795K
|
|
|
Jan 06, 2026
Q4 2025
|
Weybosset Research & Management LLC
|
BUY
|
- |
56+ 12.96% |
$36.6K - $38.5K
|
488
$325K
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-6- 0.44% |
$3.92K - $4.12K
|
1.37K
$909K
|
|
|
Jan 06, 2026
Q4 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-1- 0.14% |
$653 - $687
|
712
$474K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.7K- 8.4% |
$2.42M - $2.54M
|
40.4K
$26.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.29K+ 6.58% |
$3.45M - $3.64M
|
85.7K
$57.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-10.2K- 16.46% |
$6.63M - $6.98M
|
51.5K
$34.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
27.7K+ 6.1% |
$18.1M - $19M
|
481K
$320M
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
290+ 8.77% |
$189K - $199K
|
3.6K
$2.39M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-228- 1.76% |
$149K - $157K
|
12.7K
$8.47M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
19+ 0.54% |
$12.4K - $13.1K
|
3.57K
$2.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
15+ 3.04% |
$9.8K - $10.3K
|
509
$339K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-92- 1.78% |
$60.1K - $63.2K
|
5.08K
$3.38M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
56+ 4.27% |
$36.6K - $38.5K
|
1.37K
$909K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-12.3K- 91.4% |
$8.04M - $8.46M
|
1.16K
$772K
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-75- 4.18% |
$49K - $51.6K
|
1.72K
$1.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.91KNew |
$1.9M - $2M
|
2.91K
$1.94M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
147+ 0.84% |
$96K - $101K
|
17.6K
$11.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1+ 0.02% |
$653 - $687
|
4.67K
$3.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-13- 1.49% |
$8.49K - $8.94K
|
858
$571K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
290+ 2.87% |
$189K - $199K
|
10.4K
$6.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
17+ 1.68% |
$11.1K - $11.7K
|
1.03K
$683K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
567+ 4.54% |
$370K - $390K
|
13.1K
$8.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.52K- 4.83% |
$994K - $1.05M
|
30K
$19.9M
|
|