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 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
332+ 9.85% |
$205K - $221K
|
3.7K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
532+ 0.54% |
$329K - $355K
|
98.6K
$65.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
305New |
$188K - $203K
|
305
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
335New |
$207K - $223K
|
335
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-818- 4.18% |
$505K - $545K
|
18.7K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-155- 3.5% |
$95.7K - $103K
|
4.28K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-819- 4.03% |
$506K - $546K
|
19.5K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 1.94% |
$1.25M - $1.35M
|
102K
$68M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-254- 0.82% |
$157K - $169K
|
30.6K
$20.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-9- 0.3% |
$5.56K - $6K
|
2.96K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.59% |
$37.7K - $40.7K
|
10.2K
$6.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
150New |
$92.6K - $100K
|
150
$99.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
382+ 2.49% |
$236K - $255K
|
15.7K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
146+ 3.01% |
$90.2K - $97.4K
|
4.99K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-99- 4.41% |
$61.1K - $66K
|
2.14K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-1.27K- 5.19% |
$782K - $844K
|
23.1K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-227- 1.65% |
$140K - $151K
|
13.5K
$9M
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1K- 19.22% |
$618K - $667K
|
4.2K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
SELL
|
- |
-8- 0.4% |
$4.94K - $5.33K
|
2.01K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 1.09% |
$2.47K - $2.67K
|
372
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7- 0.62% |
$4.32K - $4.67K
|
1.12K
$748K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.7K- 10.32% |
$2.9M - $3.13M
|
40.8K
$27.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
153+ 3.8% |
$94.5K - $102K
|
4.18K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
20K+ 50.13% |
$12.4M - $13.3M
|
59.9K
$39.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-334- 14.39% |
$206K - $223K
|
1.99K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
190+ 0.55% |
$117K - $127K
|
34.9K
$23.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.24K - $1.33K
|
7.9K
$5.26M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
380+ 15.18% |
$235K - $253K
|
2.88K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-84- 1.18% |
$51.9K - $56K
|
7.06K
$4.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-107- 22.15% |
$66.1K - $71.4K
|
376
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-129- 2.55% |
$79.7K - $86K
|
4.93K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
209+ 1.63% |
$129K - $139K
|
13K
$8.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
233+ 12.28% |
$144K - $155K
|
2.13K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
658+ 15.24% |
$406K - $439K
|
4.98K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 3.19% |
$1.63M - $1.77M
|
80.4K
$53.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.2K+ 9.88% |
$1.36M - $1.47M
|
24.5K
$16.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
61+ 0.99% |
$37.7K - $40.7K
|
6.23K
$4.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-20- 0.36% |
$12.4K - $13.3K
|
5.47K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.15K- 1.59% |
$1.33M - $1.44M
|
133K
$88.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-61K- 58.4% |
$37.7M - $40.7M
|
43.4K
$28.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-234- 3.71% |
$145K - $156K
|
6.07K
$4.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
354+ 0.15% |
$219K - $236K
|
240K
$160M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
PUT |
400New |
$247K - $267K
|
400
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-60- 2.85% |
$37.1K - $40K
|
2.04K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
450K+ 104.57% |
$278M - $300M
|
881K
$586M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-71- 4.26% |
$43.9K - $47.3K
|
1.6K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-76- 0.12% |
$46.9K - $50.7K
|
65.5K
$43.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
203+ 0.87% |
$125K - $135K
|
23.6K
$15.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-10- 0.68% |
$6.18K - $6.67K
|
1.46K
$969K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6- 1.49% |
$3.71K - $4K
|
396
$264K
|
|