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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
2.26KNew |
$1.12M - $1.39M
|
2.26K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
21+ 0.71% |
$10.4K - $13K
|
2.96K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-9.57K- 63.79% |
$4.75M - $5.91M
|
5.43K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
48.4KNew |
$24M - $29.9M
|
48.4K
$32.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-9.64K- 31.28% |
$4.79M - $5.96M
|
21.2K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
9+ 1.81% |
$4.47K - $5.56K
|
505
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-101- 0.08% |
$50.1K - $62.4K
|
135K
$89.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.06% |
$496 - $618
|
1.81K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
142+ 19.09% |
$70.5K - $87.7K
|
886
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.42K+ 112.79% |
$705K - $877K
|
2.68K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
410New |
$204K - $253K
|
410
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
PUT |
12.6KNew |
$6.26M - $7.78M
|
12.6K
$8.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
380+ 25.78% |
$189K - $235K
|
1.85K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
352New |
$175K - $217K
|
352
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-22- 2.52% |
$10.9K - $13.6K
|
850
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-4.66K- 71.58% |
$2.31M - $2.88M
|
1.85K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
409New |
$203K - $253K
|
409
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
454New |
$225K - $281K
|
454
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
110New |
$54.6K - $68K
|
110
$73.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
PUT |
400New |
$199K - $247K
|
400
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-19- 3.36% |
$9.43K - $11.7K
|
546
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 15.79% |
$14.9K - $18.5K
|
220
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-829- 12.48% |
$412K - $512K
|
5.81K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.27% |
$993 - $1.24K
|
741
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
PUT |
58.7KNew |
$29.1M - $36.2M
|
58.7K
$39M
|
|
|
Aug 08, 2025
Q2 2025
|
Garnet Equity Capital Holdings, Inc.
|
SELL
|
PUT |
-1.1M- 78.57% |
$546M - $680M
|
300K
$200M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18+ 1.03% |
$8.94K - $11.1K
|
1.76K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 8.5% |
$906K - $1.13M
|
19.6K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$496 - $618
|
1.3K
$864K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
CALL |
100New |
$49.6K - $61.8K
|
100
$66.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-14- 0.36% |
$6.95K - $8.65K
|
3.84K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Capco Asset Management, LLC
|
BUY
|
- |
91+ 413.64% |
$45.2K - $56.2K
|
113
$75.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.1K+ 5.38% |
$11M - $13.7M
|
434K
$289M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.1% |
$496 - $618
|
92
$61.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-633- 3.19% |
$314K - $391K
|
19.2K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
97+ 2.48% |
$48.2K - $59.9K
|
4.01K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
PUT |
300KNew |
$149M - $185M
|
300K
$200M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.7K+ 851.76% |
$842K - $1.05M
|
1.89K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
904New |
$449K - $559K
|
904
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2+ 25.0% |
$993 - $1.24K
|
10
$6.66K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
13.7K+ 52.71% |
$6.78M - $8.44M
|
39.6K
$26.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
PUT |
3.6K+ 30.25% |
$1.79M - $2.22M
|
15.5K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
19KNew |
$9.43M - $11.7M
|
19K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
572New |
$284K - $353K
|
572
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-148- 8.99% |
$73.5K - $91.4K
|
1.5K
$998K
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
BUY
|
- |
260+ 11.61% |
$129K - $161K
|
2.5K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
423+ 190.54% |
$210K - $261K
|
645
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
3+ 4.92% |
$1.49K - $1.85K
|
64
$42.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-42K- 48.53% |
$20.9M - $25.9M
|
44.6K
$29.7M
|
|