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 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-7.31K- 9.55% |
$4.51M - $4.87M
|
69.2K
$46.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.1K+ 21.73% |
$13M - $14.1M
|
118K
$78.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
600+ 66.67% |
$371K - $400K
|
1.5K
$999K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
316New |
$195K - $211K
|
316
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
837New |
$517K - $558K
|
837
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-95- 1.98% |
$58.7K - $63.3K
|
4.72K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
481+ 13.15% |
$297K - $321K
|
4.14K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.15% |
$618 - $667
|
665
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-73- 1.35% |
$45.1K - $48.7K
|
5.33K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.03% |
$1.24K - $1.33K
|
6.31K
$4.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.1K- 18.72% |
$679K - $734K
|
4.78K
$3.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
80+ 0.48% |
$49.4K - $53.3K
|
16.6K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-82- 3.58% |
$50.6K - $54.7K
|
2.21K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-70- 14.11% |
$43.2K - $46.7K
|
426
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
705+ 8.15% |
$435K - $470K
|
9.35K
$6.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
274+ 3.87% |
$169K - $183K
|
7.35K
$4.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
176+ 10.41% |
$109K - $117K
|
1.87K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-3.72K- 36.16% |
$2.29M - $2.48M
|
6.56K
$4.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-184- 1.66% |
$114K - $123K
|
10.9K
$7.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
PUT |
3KNew |
$1.85M - $2M
|
3K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-166- 5.24% |
$103K - $111K
|
3K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-297- 8.6% |
$183K - $198K
|
3.16K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
175+ 6.14% |
$108K - $117K
|
3.02K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1- 0.07% |
$618 - $667
|
1.44K
$959K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.22K- 26.71% |
$752K - $812K
|
3.34K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
340New |
$210K - $227K
|
340
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
SELL
|
PUT |
-1K- 28.57% |
$618K - $667K
|
2.5K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-63- 1.03% |
$38.9K - $42K
|
6.05K
$4.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-411- 2.67% |
$254K - $274K
|
15K
$9.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.11K- 1.86% |
$1.3M - $1.4M
|
111K
$74M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 2.62% |
$1.22M - $1.31M
|
77.2K
$51.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.59K+ 6.68% |
$1.6M - $1.72M
|
41.3K
$27.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
70+ 4.95% |
$43.2K - $46.7K
|
1.48K
$987K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
22+ 3.33% |
$13.6K - $14.7K
|
683
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10- 0.59% |
$6.18K - $6.67K
|
1.7K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
475K+ 30.16% |
$293M - $317M
|
2.05M
$1.36B
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.78K+ 8.91% |
$3.57M - $3.85M
|
70.6K
$47M
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
11K+ 6.23% |
$6.79M - $7.33M
|
187K
$125M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.46K+ 2.42% |
$3.99M - $4.31M
|
273K
$182M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 2.91% |
$12.4K - $13.3K
|
668
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-23- 0.22% |
$14.2K - $15.3K
|
10.4K
$6.9M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-79- 0.85% |
$48.8K - $52.7K
|
9.19K
$6.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4+ 0.04% |
$2.47K - $2.67K
|
8.98K
$5.98M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
56+ 12.81% |
$34.6K - $37.3K
|
493
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
25+ 0.89% |
$15.4K - $16.7K
|
2.83K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
202+ 11.18% |
$125K - $135K
|
2.01K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-100- 9.08% |
$61.8K - $66.7K
|
1K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 0.13% |
$1.85K - $2K
|
2.3K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-9.52K- 18.74% |
$5.88M - $6.35M
|
41.3K
$27.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-29- 1.3% |
$17.9K - $19.3K
|
2.2K
$1.46M
|
|