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 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
475+ 43.34% |
$236K - $293K
|
1.57K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-24.8K- 69.46% |
$12.3M - $15.3M
|
10.9K
$7.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Sl Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.15K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$48.2K - $59.9K
|
406
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.75K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
CALL |
400New |
$199K - $247K
|
400
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-357- 29.85% |
$177K - $221K
|
839
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
130+ 1.11% |
$64.5K - $80.3K
|
11.9K
$7.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-5.96K- 57.47% |
$2.96M - $3.68M
|
4.41K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
602+ 1.64% |
$299K - $372K
|
37.4K
$24.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
37+ 3.78% |
$18.4K - $22.9K
|
1.02K
$677K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
84.6KNew |
$42M - $52.3M
|
84.6K
$56.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
PUT |
200New |
$99.3K - $124K
|
200
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-7- 0.55% |
$3.48K - $4.32K
|
1.27K
$848K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
335New |
$166K - $207K
|
335
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-29- 2.55% |
$14.4K - $17.9K
|
1.11K
$739K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-82- 1.81% |
$40.7K - $50.7K
|
4.44K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 5.53% |
$81.9K - $102K
|
2.82K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10.9K- 96.31% |
$5.39M - $6.71M
|
416
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-427- 47.71% |
$212K - $264K
|
468
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
102+ 5.21% |
$50.6K - $63K
|
2.06K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3K+ 2.45% |
$1.49M - $1.85M
|
125K
$83.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.32KNew |
$657K - $818K
|
1.32K
$881K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-188- 8.02% |
$93.3K - $116K
|
2.16K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-56- 10.49% |
$27.8K - $34.6K
|
478
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-29- 0.41% |
$14.4K - $17.9K
|
7.05K
$4.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-23- 0.27% |
$11.4K - $14.2K
|
8.53K
$5.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$496 - $618
|
3.42K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
450New |
$223K - $278K
|
450
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
116+ 504.35% |
$57.6K - $71.7K
|
139
$92.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
4.88K
$3.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-45- 41.67% |
$22.3K - $27.8K
|
63
$41.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
7.1K+ 34.63% |
$3.53M - $4.39M
|
27.6K
$18.4M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
PUT |
-600- 60.0% |
$298K - $371K
|
400
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
403New |
$200K - $249K
|
403
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
325New |
$161K - $201K
|
325
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.56K+ 369.17% |
$2.27M - $2.82M
|
5.8K
$3.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
21.6K+ 2.06% |
$10.7M - $13.3M
|
1.07M
$710M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
248+ 38.69% |
$123K - $153K
|
889
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-127- 0.19% |
$63.1K - $78.5K
|
65K
$43.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$682K - $848K
|
1.37K
$914K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1K- 2.62% |
$498K - $620K
|
37.4K
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-63- 8.76% |
$31.3K - $38.9K
|
656
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
2KNew |
$993K - $1.24M
|
2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$163K - $203K
|
328
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19+ 1.2% |
$9.43K - $11.7K
|
1.6K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
145+ 9.33% |
$72K - $89.6K
|
1.7K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
32+ 21.19% |
$15.9K - $19.8K
|
183
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
340New |
$169K - $210K
|
340
$226K
|
|