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 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1+ 0.15% |
$618 - $667
|
687
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
939+ 50.38% |
$580K - $626K
|
2.8K
$1.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
928+ 45.47% |
$573K - $619K
|
2.97K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.24K - $1.33K
|
986
$656K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-588- 16.02% |
$363K - $392K
|
3.08K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.26K- 26.69% |
$2.01M - $2.17M
|
8.95K
$5.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.04K+ 53.33% |
$644K - $695K
|
3K
$1.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
551+ 0.97% |
$340K - $367K
|
57.2K
$38.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
168+ 19.56% |
$104K - $112K
|
1.03K
$684K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-236- 6.66% |
$146K - $157K
|
3.31K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.19KNew |
$1.97M - $2.12M
|
3.19K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
376New |
$232K - $251K
|
376
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
173+ 6.38% |
$107K - $115K
|
2.88K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
740+ 29.35% |
$457K - $493K
|
3.26K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-6.02K- 10.48% |
$3.72M - $4.02M
|
51.5K
$34.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.26% |
$618 - $667
|
382
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
40+ 0.28% |
$24.7K - $26.7K
|
14.2K
$9.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
261+ 62.44% |
$161K - $174K
|
679
$452K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
49+ 15.81% |
$30.3K - $32.7K
|
359
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.5K- 5.64% |
$925K - $998K
|
25.1K
$16.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-39.4K- 9.33% |
$24.3M - $26.2M
|
382K
$254M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 1.02% |
$6.18K - $6.67K
|
988
$658K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.56K+ 62.47% |
$3.43M - $3.71M
|
14.5K
$9.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-170- 1.02% |
$105K - $113K
|
16.6K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-65- 0.53% |
$40.1K - $43.3K
|
12.1K
$8.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
86+ 1.81% |
$53.1K - $57.3K
|
4.85K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
CALL |
100+ 5.88% |
$61.8K - $66.7K
|
1.8K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-99- 3.34% |
$61.1K - $66K
|
2.87K
$1.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-221- 0.75% |
$137K - $147K
|
29.4K
$19.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
17+ 0.18% |
$10.5K - $11.3K
|
9.46K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-296- 0.48% |
$183K - $197K
|
60.7K
$40.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-8- 0.17% |
$4.94K - $5.33K
|
4.59K
$3.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5+ 0.11% |
$3.09K - $3.33K
|
4.75K
$3.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
710+ 71000.0% |
$439K - $473K
|
711
$473K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15+ 2.78% |
$9.26K - $10K
|
554
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-2.78K- 3.78% |
$1.72M - $1.85M
|
70.8K
$47.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-543- 6.54% |
$335K - $362K
|
7.76K
$5.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-520- 8.07% |
$321K - $347K
|
5.92K
$3.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-487- 5.39% |
$301K - $325K
|
8.55K
$5.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.64K+ 29.02% |
$1.01M - $1.09M
|
7.28K
$4.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-240- 1.72% |
$148K - $160K
|
13.7K
$9.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-227- 15.55% |
$140K - $151K
|
1.23K
$821K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7+ 0.64% |
$4.32K - $4.67K
|
1.1K
$734K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
11+ 0.39% |
$6.79K - $7.34K
|
2.81K
$1.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
580+ 2.48% |
$358K - $387K
|
24K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-583- 0.96% |
$360K - $389K
|
60.4K
$40.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-150- 0.81% |
$92.6K - $100K
|
18.4K
$12.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-247- 3.32% |
$153K - $165K
|
7.2K
$4.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
13K+ 150.76% |
$8.03M - $8.67M
|
21.6K
$14.4M
|
|