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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.08K+ 30.21% |
$3.52M - $4.37M
|
30.5K
$20.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
403New |
$200K - $249K
|
403
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7- 1.7% |
$3.48K - $4.32K
|
404
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
PUT |
-10K- 36.36% |
$4.96M - $6.18M
|
17.5K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
16+ 10.67% |
$7.94K - $9.89K
|
166
$111K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
200+ 21.65% |
$99.3K - $124K
|
1.12K
$748K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
PUT |
700New |
$348K - $432K
|
700
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
332New |
$165K - $205K
|
332
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-458- 2.09% |
$227K - $283K
|
21.4K
$14.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
493+ 8.46% |
$245K - $305K
|
6.32K
$4.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Taiyo Life Insurance CO
|
SELL
|
- |
-43.2K- 14.2% |
$21.4M - $26.7M
|
261K
$174M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-180- 2.47% |
$89.4K - $111K
|
7.11K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
371+ 21.21% |
$184K - $229K
|
2.12K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
291New |
$144K - $180K
|
291
$194K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.08% |
$496 - $618
|
1.28K
$850K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-46- 10.6% |
$22.8K - $28.4K
|
388
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
616New |
$306K - $381K
|
616
$410K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
337New |
$167K - $208K
|
337
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.07% |
$496 - $618
|
1.53K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.6K- 64.24% |
$5.25M - $6.53M
|
5.88K
$3.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
27+ 2.4% |
$13.4K - $16.7K
|
1.15K
$766K
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
440New |
$218K - $272K
|
440
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-984- 57.71% |
$489K - $608K
|
721
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117K- 55.31% |
$58.3M - $72.6M
|
94.9K
$63.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-310- 12.15% |
$154K - $192K
|
2.24K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
321+ 77.72% |
$159K - $198K
|
734
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 30.77% |
$99.3K - $124K
|
450
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-12- 0.55% |
$5.96K - $7.41K
|
2.18K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.85K- 12.98% |
$917K - $1.14M
|
12.4K
$8.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
2.9K+ 1.41% |
$1.44M - $1.79M
|
208K
$138M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
372New |
$185K - $230K
|
372
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
PUT |
600New |
$298K - $371K
|
600
$399K
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
340+ 91.4% |
$169K - $210K
|
712
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-27- 2.82% |
$13.4K - $16.7K
|
930
$619K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10+ 0.6% |
$4.96K - $6.18K
|
1.69K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
635+ 134.82% |
$315K - $392K
|
1.11K
$736K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
25+ 1.54% |
$12.4K - $15.4K
|
1.65K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
30+ 3.39% |
$14.9K - $18.5K
|
914
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10+ 0.57% |
$4.96K - $6.18K
|
1.78K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.78% |
$14.4K - $17.9K
|
3.76K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.6KNew |
$796K - $990K
|
1.6K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-280- 27.78% |
$139K - $173K
|
728
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-113- 19.96% |
$56.1K - $69.8K
|
453
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-25- 1.61% |
$12.4K - $15.4K
|
1.53K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-2.43K- 0.2% |
$1.21M - $1.5M
|
1.21M
$807M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-24- 4.35% |
$11.9K - $14.8K
|
528
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
443New |
$220K - $274K
|
443
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
1.37KNew |
$679K - $845K
|
1.37K
$911K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-28.5K- 93.89% |
$14.1M - $17.6M
|
1.86K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-332- 36.64% |
$165K - $205K
|
574
$382K
|
|