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 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.03K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-193- 25.87% |
$119K - $129K
|
553
$368K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.36K- 27.64% |
$3.31M - $3.57M
|
14K
$9.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$8.03K - $8.67K
|
7.29K
$4.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-16- 2.63% |
$9.88K - $10.7K
|
593
$395K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.65K- 12.2% |
$1.64M - $1.77M
|
19.1K
$12.7M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-380- 1.28% |
$235K - $253K
|
29.3K
$19.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
20+ 4.81% |
$12.4K - $13.3K
|
436
$290K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
37+ 6.21% |
$22.9K - $24.7K
|
633
$421K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-35- 4.53% |
$21.6K - $23.3K
|
737
$491K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-269- 1.97% |
$166K - $179K
|
13.4K
$8.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-684- 5.49% |
$422K - $456K
|
11.8K
$7.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
10+ 0.74% |
$6.18K - $6.67K
|
1.36K
$902K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-560- 1.72% |
$346K - $373K
|
32.1K
$21.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.2% |
$618 - $667
|
493
$328K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-48- 5.31% |
$29.6K - $32K
|
856
$570K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-92- 10.34% |
$56.8K - $61.3K
|
798
$531K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
37+ 0.73% |
$22.9K - $24.7K
|
5.13K
$3.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62K+ 3.94% |
$2.85M - $3.08M
|
122K
$81.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-92- 4.43% |
$56.8K - $61.3K
|
1.98K
$1.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 49.3% |
$931K - $1.01M
|
4.57K
$3.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-55- 0.56% |
$34K - $36.7K
|
9.7K
$6.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-51- 2.49% |
$31.5K - $34K
|
2K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
CALL |
3.9KNew |
$2.41M - $2.6M
|
3.9K
$2.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
11.5KNew |
$7.1M - $7.67M
|
11.5K
$7.66M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
118+ 4.08% |
$72.9K - $78.7K
|
3.01K
$2M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-724- 2.93% |
$447K - $483K
|
24K
$16M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.19% |
$6.79K - $7.34K
|
5.81K
$3.87M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-133- 0.6% |
$82.1K - $88.7K
|
22.2K
$14.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
159+ 2.04% |
$98.2K - $106K
|
7.95K
$5.29M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-322- 3.29% |
$199K - $215K
|
9.45K
$6.29M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-65- 0.51% |
$40.1K - $43.3K
|
12.7K
$8.42M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
46+ 6.76% |
$28.4K - $30.7K
|
726
$483K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
162+ 46.29% |
$100K - $108K
|
512
$341K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 3.62% |
$1.1M - $1.19M
|
47.6K
$31.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$618 - $667
|
985
$656K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.18K+ 39.49% |
$2.07M - $2.58M
|
14.8K
$9.82M
|
|
|
Dec 03, 2025
Q2 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-365Closed |
$181K - $226K
|
0
$0
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-78- 5.87% |
$38.7K - $48.2K
|
1.25K
$832K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 0.22% |
$24.8K - $30.9K
|
23.1K
$15.4M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
12+ 0.94% |
$5.96K - $7.41K
|
1.3K
$862K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.45M- 13.22% |
$718M - $893M
|
9.49M
$6.32B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
2.52M+ 22.47% |
$1.25B - $1.56B
|
13.7M
$9.14B
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
227+ 3.8% |
$113K - $140K
|
6.21K
$4.13M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-46- 0.85% |
$22.8K - $28.4K
|
5.39K
$3.59M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
15.6K+ 5.12% |
$7.74M - $9.63M
|
320K
$213M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
PUT |
1K+ 111.11% |
$496K - $618K
|
1.9K
$1.26M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-3.21K- 48.09% |
$1.59M - $1.98M
|
3.46K
$2.3M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
168+ 4.19% |
$83.4K - $104K
|
4.18K
$2.78M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
139+ 3.31% |
$69K - $85.9K
|
4.34K
$2.89M
|
|