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 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-113- 0.74% |
$69.8K - $75.4K
|
15.1K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-88- 17.53% |
$54.4K - $58.7K
|
414
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-13- 0.8% |
$8.03K - $8.67K
|
1.62K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
5+ 0.28% |
$3.09K - $3.33K
|
1.78K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10- 0.66% |
$6.18K - $6.67K
|
1.5K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-45- 0.41% |
$27.8K - $30K
|
11K
$7.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-162- 2.17% |
$100K - $108K
|
7.29K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
141+ 1.45% |
$87.1K - $94K
|
9.83K
$6.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
480+ 39.28% |
$296K - $320K
|
1.7K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-26- 7.08% |
$16.1K - $17.3K
|
341
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.12% |
$618 - $667
|
823
$548K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.46K- 2.92% |
$4.61M - $4.97M
|
248K
$165M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
20+ 9.01% |
$12.4K - $13.3K
|
242
$161K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 0.1% |
$5.56K - $6K
|
9.34K
$6.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-99- 0.58% |
$61.1K - $66K
|
16.8K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
346New |
$214K - $231K
|
346
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.2K+ 5.28% |
$1.98M - $2.14M
|
63.8K
$42.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
24.3K+ 353.96% |
$15M - $16.2M
|
31.2K
$20.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
196+ 8.01% |
$121K - $131K
|
2.64K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-5- 0.51% |
$3.09K - $3.33K
|
969
$645K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
77.3K+ 256.57% |
$47.8M - $51.6M
|
107K
$71.5M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-639- 3.94% |
$395K - $426K
|
15.6K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-158- 1.13% |
$97.6K - $105K
|
13.8K
$9.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-263- 8.52% |
$162K - $175K
|
2.82K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-85- 1.62% |
$52.5K - $56.7K
|
5.18K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.81K+ 108.63% |
$1.73M - $1.87M
|
5.39K
$3.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
50.6K+ 111.98% |
$31.3M - $33.7M
|
95.8K
$63.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7+ 0.26% |
$4.32K - $4.67K
|
2.66K
$1.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
70+ 0.51% |
$43.2K - $46.7K
|
13.9K
$9.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-282- 2.19% |
$174K - $188K
|
12.6K
$8.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 5.09% |
$31.5K - $34K
|
1.05K
$701K
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
322New |
$199K - $215K
|
322
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1- 0.11% |
$618 - $667
|
912
$607K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13+ 0.3% |
$8.03K - $8.67K
|
4.35K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.15K+ 5.9% |
$1.33M - $1.44M
|
38.7K
$25.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 1.21% |
$30.9K - $33.3K
|
4.1K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.77K+ 6.03% |
$1.09M - $1.18M
|
31K
$20.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
253+ 0.85% |
$156K - $169K
|
30.1K
$20.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37.3K+ 9.22% |
$23M - $24.8M
|
441K
$294M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-43.4K- 76.14% |
$26.8M - $28.9M
|
13.6K
$9.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-64- 0.98% |
$39.5K - $42.7K
|
6.49K
$4.32M
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3- 0.24% |
$1.85K - $2K
|
1.24K
$825K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-2.36K- 3.66% |
$1.45M - $1.57M
|
62K
$41.3M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
5+ 0.17% |
$3.09K - $3.33K
|
2.92K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.02% |
$618 - $667
|
4.75K
$3.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-2- 0.05% |
$1.24K - $1.33K
|
3.96K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-95- 4.63% |
$58.7K - $63.3K
|
1.96K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
314New |
$194K - $209K
|
314
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.43K+ 12.72% |
$883K - $954K
|
12.7K
$8.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
5+ 0.17% |
$3.09K - $3.33K
|
2.96K
$1.97M
|
|