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
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.21K- 12.75% |
$1.36M - $1.47M
|
15.1K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-39K- 10.45% |
$24.1M - $26M
|
334K
$222M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 1.4% |
$809K - $873K
|
94.6K
$62.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-41.4K- 41.93% |
$25.6M - $27.6M
|
57.4K
$38.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-69- 2.43% |
$42.6K - $46K
|
2.77K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
372New |
$230K - $248K
|
372
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
368+ 15.33% |
$227K - $245K
|
2.77K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
39.3KNew |
$24.3M - $26.2M
|
39.3K
$26.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 19.51% |
$2.73M - $2.95M
|
27.1K
$18M
|
|
|
Oct 21, 2025
Q3 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-10.1K- 3.27% |
$6.24M - $6.74M
|
299K
$199M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
83+ 1.13% |
$51.3K - $55.3K
|
7.4K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
112+ 2.01% |
$69.2K - $74.7K
|
5.7K
$3.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
471+ 0.85% |
$291K - $314K
|
55.6K
$37M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.66K+ 4.44% |
$1.02M - $1.11M
|
39K
$26M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-293- 1.68% |
$181K - $195K
|
17.2K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-53- 0.92% |
$32.7K - $35.3K
|
5.73K
$3.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.38K+ 59.99% |
$1.47M - $1.59M
|
6.36K
$4.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.66% |
$3.09K - $3.33K
|
750
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1+ 0.25% |
$618 - $667
|
396
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.29% |
$618 - $667
|
341
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
830+ 13.17% |
$513K - $553K
|
7.13K
$4.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6+ 0.24% |
$3.71K - $4K
|
2.5K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
136+ 6.6% |
$84K - $90.7K
|
2.2K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.48K+ 5.3% |
$1.53M - $1.65M
|
49.3K
$32.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2- -0.0% |
$1.24K - $1.33K
|
51.9K
$34.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
374New |
$231K - $249K
|
374
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-32K- 2.47% |
$19.8M - $21.3M
|
1.26M
$840M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
365+ 7.62% |
$225K - $243K
|
5.15K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.31K+ 4.95% |
$1.43M - $1.54M
|
49K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-22- 0.5% |
$13.6K - $14.7K
|
4.42K
$2.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
316+ 33.4% |
$195K - $211K
|
1.26K
$840K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-52- 5.75% |
$32.1K - $34.7K
|
853
$568K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-536- 1.54% |
$331K - $357K
|
34.4K
$22.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
PUT |
-10K- 33.33% |
$6.18M - $6.67M
|
20K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
329+ 1.42% |
$203K - $219K
|
23.5K
$15.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
137+ 1.28% |
$84.6K - $91.4K
|
10.8K
$7.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
17+ 0.05% |
$10.5K - $11.3K
|
37.4K
$24.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$618 - $667
|
7.5K
$4.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-80- 0.76% |
$49.4K - $53.3K
|
10.5K
$6.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
76.9K+ 38.42% |
$47.5M - $51.3M
|
277K
$184M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
PUT |
-368K- 24.21% |
$227M - $245M
|
1.15M
$766M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.12K- 3.37% |
$1.31M - $1.41M
|
60.7K
$40.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-150- 3.07% |
$92.6K - $100K
|
4.74K
$3.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.08K+ 3.16% |
$1.28M - $1.38M
|
67.8K
$45.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-330- 10.37% |
$204K - $220K
|
2.85K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.58K- 42.1% |
$4.68M - $5.05M
|
10.4K
$6.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-26- 0.29% |
$16.1K - $17.3K
|
9.06K
$6.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-17- 0.94% |
$10.5K - $11.3K
|
1.8K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$618 - $667
|
5.14K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
27+ 0.64% |
$16.7K - $18K
|
4.22K
$2.81M
|
|