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
|
West Branch Capital LLC
|
BUY
|
- |
1.1K+ 3.78% |
$679K - $733K
|
30.2K
$20.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-9- 0.43% |
$5.56K - $6K
|
2.07K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.53K- 3.46% |
$943K - $1.02M
|
42.6K
$28.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
15+ 0.2% |
$9.26K - $10K
|
7.46K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-386- 4.14% |
$238K - $257K
|
8.93K
$5.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
5+ 0.24% |
$3.09K - $3.33K
|
2.06K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-97- 7.7% |
$59.9K - $64.7K
|
1.16K
$774K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-96- 1.43% |
$59.3K - $64K
|
6.61K
$4.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-192- 11.99% |
$119K - $128K
|
1.41K
$938K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.12KNew |
$691K - $746K
|
1.12K
$744K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.52K- 21.02% |
$941K - $1.02M
|
5.72K
$3.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-2- 0.01% |
$1.24K - $1.33K
|
34.8K
$23.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
29K+ 57.6% |
$17.9M - $19.3M
|
79.2K
$52.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
22+ 0.7% |
$13.6K - $14.7K
|
3.17K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$10.5K - $11.3K
|
16.6K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
716New |
$442K - $477K
|
716
$477K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.49% |
$1.41M - $1.52M
|
89.1K
$59.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
CALL |
9.9KNew |
$6.11M - $6.6M
|
9.9K
$6.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
373+ 5.93% |
$230K - $249K
|
6.67K
$4.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.2K- 2.76% |
$1.36M - $1.46M
|
77.2K
$51.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
993+ 139.86% |
$613K - $662K
|
1.7K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-857- 0.87% |
$529K - $571K
|
97.4K
$64.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-23- 1.07% |
$14.2K - $15.3K
|
2.12K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.23% |
$618 - $667
|
441
$294K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-640- 1.5% |
$395K - $427K
|
42.1K
$28M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 46.95% |
$1.12M - $1.21M
|
2.05K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 44.41% |
$2.73M - $2.95M
|
5.53K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
72+ 1.66% |
$44.5K - $48K
|
4.4K
$2.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
284+ 40.34% |
$175K - $189K
|
988
$658K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-35- 5.34% |
$21.6K - $23.3K
|
620
$413K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
618+ 2.72% |
$382K - $412K
|
23.4K
$15.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
689+ 2.5% |
$426K - $459K
|
28.3K
$18.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.65K+ 16.45% |
$1.02M - $1.1M
|
11.7K
$7.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-9- 0.42% |
$5.56K - $6K
|
2.15K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.64K+ 17.58% |
$1.01M - $1.09M
|
10.9K
$7.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
CALL |
500New |
$309K - $333K
|
500
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
388+ 17.0% |
$240K - $259K
|
2.67K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.81K+ 12.89% |
$4.21M - $4.54M
|
59.7K
$39.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6+ 0.31% |
$3.71K - $4K
|
1.92K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$3.09K - $3.33K
|
4.28K
$2.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24+ 1.4% |
$14.8K - $16K
|
1.73K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
56+ 5.71% |
$34.6K - $37.3K
|
1.04K
$690K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.16KNew |
$1.33M - $1.44M
|
2.16K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8- 0.04% |
$4.94K - $5.33K
|
21.5K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
25+ 6.19% |
$15.4K - $16.7K
|
429
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-351- 0.61% |
$217K - $234K
|
57.4K
$38.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-275- 3.3% |
$170K - $183K
|
8.06K
$5.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6- 0.97% |
$3.71K - $4K
|
614
$409K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-20.7K- 92.53% |
$12.8M - $13.8M
|
1.67K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-81- 24.18% |
$50K - $54K
|
254
$169K
|
|