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 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
799+ 11.42% |
$494K - $533K
|
7.79K
$5.19M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.59K+ 15.46% |
$4.07M - $4.4M
|
49.2K
$32.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.03K- 76.52% |
$1.87M - $2.02M
|
928
$618K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
303New |
$187K - $202K
|
303
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.05K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7+ 1.39% |
$4.32K - $4.67K
|
512
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
95+ 0.57% |
$58.7K - $63.3K
|
16.8K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-66- 0.66% |
$40.8K - $44K
|
9.9K
$6.59M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
335+ 2.31% |
$207K - $223K
|
14.8K
$9.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-100- 12.67% |
$61.8K - $66.7K
|
689
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3+ 0.12% |
$1.85K - $2K
|
2.58K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-167- 8.23% |
$103K - $111K
|
1.86K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
9+ 1.1% |
$5.56K - $6K
|
829
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.96KNew |
$1.83M - $1.97M
|
2.96K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
126+ 6.98% |
$77.8K - $84K
|
1.93K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
50+ 1.22% |
$30.9K - $33.3K
|
4.14K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-259- 0.48% |
$160K - $173K
|
53.5K
$35.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.79K- 55.84% |
$1.11M - $1.2M
|
1.42K
$945K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
PUT |
28.7K+ 10.72% |
$17.7M - $19.1M
|
296K
$197M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.27% |
$1.24K - $1.33K
|
736
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-325- 31.37% |
$201K - $217K
|
711
$473K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$11.1K - $12K
|
2.74K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-50- 0.75% |
$30.9K - $33.3K
|
6.58K
$4.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-80.8K- 71.37% |
$49.9M - $53.9M
|
32.4K
$21.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-584- 1.08% |
$361K - $389K
|
53.3K
$35.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.1K+ 17.27% |
$6.25M - $6.75M
|
68.7K
$45.7M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 0.93% |
$6.79K - $7.34K
|
1.18K
$784K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-134- 1.88% |
$82.8K - $89.4K
|
7K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-12- 0.87% |
$7.41K - $8K
|
1.37K
$911K
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-14- 0.51% |
$8.65K - $9.34K
|
2.72K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-19- 1.54% |
$11.7K - $12.7K
|
1.21K
$807K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
322+ 4.4% |
$199K - $215K
|
7.65K
$5.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-20- 0.67% |
$12.4K - $13.3K
|
2.96K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-81- 1.12% |
$50K - $54K
|
7.18K
$4.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
218+ 3.32% |
$135K - $145K
|
6.79K
$4.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
CALL |
-600- 8.82% |
$371K - $400K
|
6.2K
$4.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.29% |
$6.18K - $6.67K
|
3.48K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62+ 0.99% |
$38.3K - $41.3K
|
6.34K
$4.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
325New |
$201K - $217K
|
325
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
BUY
|
- |
1.18MNew |
$729M - $787M
|
1.18M
$785M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
394+ 23.94% |
$243K - $263K
|
2.04K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.99K+ 6.74% |
$1.23M - $1.33M
|
31.5K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
143+ 0.62% |
$88.3K - $95.4K
|
23.1K
$15.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-332- 2.04% |
$205K - $221K
|
16K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
122+ 0.63% |
$75.4K - $81.4K
|
19.6K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
88New |
$54.4K - $58.7K
|
88
$58.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-142- 0.64% |
$87.7K - $94.7K
|
22K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Rye Brook Capital LLC
|
BUY
|
PUT |
110KNew |
$68.2M - $73.6M
|
110K
$73.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
75+ 0.13% |
$46.3K - $50K
|
58.3K
$38.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-169- 8.82% |
$104K - $113K
|
1.75K
$1.16M
|
|