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 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
365+ 10.19% |
$225K - $243K
|
3.95K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
130+ 20.22% |
$80.3K - $86.7K
|
773
$515K
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
323+ 30.97% |
$200K - $215K
|
1.37K
$909K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
419+ 39.42% |
$259K - $279K
|
1.48K
$987K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
95+ 8.14% |
$58.7K - $63.3K
|
1.26K
$840K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-418- 0.58% |
$258K - $279K
|
71.5K
$47.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
365+ 7.97% |
$225K - $243K
|
4.94K
$3.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
313New |
$193K - $209K
|
313
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$6.18K - $6.67K
|
7.48K
$4.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3K- 0.87% |
$1.85M - $2M
|
341K
$227M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-560- 56.8% |
$346K - $373K
|
426
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
131+ 0.25% |
$80.9K - $87.4K
|
52.6K
$35M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.72K- 6.52% |
$1.06M - $1.15M
|
24.7K
$16.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
131+ 5.4% |
$80.9K - $87.4K
|
2.56K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-182- 2.96% |
$112K - $121K
|
5.98K
$3.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
25+ 0.37% |
$15.4K - $16.7K
|
6.79K
$4.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-146- 2.19% |
$90.2K - $97.4K
|
6.51K
$4.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
36+ 0.32% |
$22.2K - $24K
|
11.4K
$7.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-787- 2.82% |
$486K - $525K
|
27.1K
$18M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
23+ 0.64% |
$14.2K - $15.3K
|
3.63K
$2.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 20.28% |
$1.09M - $1.17M
|
6.92K
$4.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 9.87% |
$1.79M - $1.93M
|
26.5K
$17.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.59K- 9.06% |
$980K - $1.06M
|
15.9K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 2.83% |
$1.4M - $1.51M
|
82.4K
$54.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.07K- 17.6% |
$658K - $711K
|
4.99K
$3.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13+ 0.78% |
$8.03K - $8.67K
|
1.68K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-126- 2.02% |
$77.8K - $84K
|
6.11K
$4.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6- 0.25% |
$3.71K - $4K
|
2.42K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-39.7K- 60.14% |
$24.5M - $26.5M
|
26.3K
$17.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 3.64% |
$11.1K - $12K
|
512
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-270- 3.91% |
$167K - $180K
|
6.63K
$4.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.04K- 0.33% |
$644K - $696K
|
313K
$208M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
58+ 0.56% |
$35.8K - $38.7K
|
10.5K
$6.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
540+ 10.69% |
$334K - $360K
|
5.59K
$3.72M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
32.8K+ 561.44% |
$20.3M - $21.9M
|
38.6K
$25.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51+ 1.4% |
$31.5K - $34K
|
3.71K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-71- 0.92% |
$43.9K - $47.3K
|
7.65K
$5.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
434+ 3.69% |
$268K - $289K
|
12.2K
$8.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-150- 10.13% |
$92.6K - $100K
|
1.33K
$886K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-139- 4.23% |
$85.9K - $92.7K
|
3.14K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
536+ 36.31% |
$331K - $357K
|
2.01K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
721New |
$445K - $481K
|
721
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.65K- 11.92% |
$1.63M - $1.76M
|
19.5K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
80+ 2.67% |
$49.4K - $53.3K
|
3.08K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 7.63% |
$30.9K - $33.3K
|
605
$403K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-5- 0.18% |
$3.09K - $3.33K
|
2.72K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
482+ 1.08% |
$298K - $321K
|
45K
$29.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
304+ 74.51% |
$188K - $203K
|
712
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-25- 4.73% |
$15.4K - $16.7K
|
504
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
316+ 14.17% |
$195K - $211K
|
2.55K
$1.69M
|
|