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 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$161K - $201K
|
325
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-21- 0.4% |
$10.4K - $13K
|
5.23K
$3.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 8.06% |
$49.6K - $61.8K
|
1.34K
$892K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.98K+ 134.72% |
$1.48M - $1.84M
|
5.19K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-50- 0.96% |
$24.8K - $30.9K
|
5.16K
$3.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 21.46% |
$552K - $687K
|
4.07K
$2.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-88- 1.95% |
$43.7K - $54.4K
|
4.42K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2- 1.64% |
$993 - $1.24K
|
120
$79.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
344New |
$171K - $213K
|
344
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
130+ 2.67% |
$64.5K - $80.3K
|
5K
$3.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 0.51% |
$7.45K - $9.27K
|
2.96K
$1.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-79- 4.84% |
$39.2K - $48.8K
|
1.55K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
104+ 6.7% |
$51.6K - $64.3K
|
1.66K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-7.12K- 93.28% |
$3.54M - $4.4M
|
513
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.85K+ 1900.0% |
$1.41M - $1.76M
|
3K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-301- 6.8% |
$149K - $186K
|
4.13K
$2.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.13K+ 55.36% |
$3.54M - $4.41M
|
20K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
52.2KNew |
$25.9M - $32.2M
|
52.2K
$34.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
336New |
$167K - $208K
|
336
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-17- 1.39% |
$8.44K - $10.5K
|
1.2K
$800K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
529New |
$263K - $327K
|
529
$352K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 40.55% |
$527K - $656K
|
3.68K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-705- 12.09% |
$350K - $436K
|
5.13K
$3.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-40- 9.88% |
$19.9K - $24.7K
|
365
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30+ 0.15% |
$14.9K - $18.5K
|
20.4K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Trb Advisors LP
New York, NY |
BUY
|
- |
10KNew |
$4.96M - $6.18M
|
10K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
PUT |
500New |
$248K - $309K
|
500
$333K
|
|
|
Jul 30, 2025
Q2 2025
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-9.71K- 5.66% |
$4.82M - $6M
|
162K
$108M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.48K- 5.74% |
$1.23M - $1.53M
|
40.7K
$27.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
25+ 2.23% |
$12.4K - $15.4K
|
1.15K
$763K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20New |
$9.93K - $12.4K
|
20
$13.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-230- 3.74% |
$114K - $142K
|
5.92K
$3.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-204- 6.98% |
$101K - $126K
|
2.72K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Beach Point Capital Management LP
Santa Monica, CA |
SELL
|
PUT |
-25K- 25.0% |
$12.4M - $15.4M
|
75K
$49.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-242- 24.03% |
$120K - $150K
|
765
$509K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2+ 0.23% |
$993 - $1.24K
|
886
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2+ 0.11% |
$993 - $1.24K
|
1.88K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-15- 3.3% |
$7.45K - $9.27K
|
440
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.03K+ 129.03% |
$1.5M - $1.87M
|
5.38K
$3.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
471+ 21.05% |
$234K - $291K
|
2.71K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$496 - $618
|
1
$666
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
PUT |
10KNew |
$4.96M - $6.18M
|
10K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1- 50.0% |
$496 - $618
|
1
$666
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-41- 5.8% |
$20.4K - $25.3K
|
666
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.2% |
$41.7K - $51.9K
|
1.7K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-850K- 89.8% |
$422M - $525M
|
96.5K
$64.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-145- 24.13% |
$72K - $89.6K
|
456
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$1.49K - $1.85K
|
2.8K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-230- 2.36% |
$114K - $142K
|
9.51K
$6.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
25+ 6.74% |
$12.4K - $15.4K
|
396
$264K
|
|