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 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-47- 5.04% |
$23.3K - $29K
|
886
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 1.4% |
$197K - $245K
|
27.9K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
387+ 6.27% |
$192K - $239K
|
6.56K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 16.81% |
$58.6K - $72.9K
|
820
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-157- 7.2% |
$77.9K - $97K
|
2.03K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
165+ 27.5% |
$81.9K - $102K
|
765
$480K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.8KNew |
$6.36M - $7.91M
|
12.8K
$8.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-563- 40.56% |
$280K - $348K
|
825
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
388New |
$193K - $240K
|
388
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.2K- 17.79% |
$6.55M - $8.16M
|
61K
$38.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.21K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
8.29K+ 28.94% |
$4.12M - $5.12M
|
37K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-55- 4.76% |
$27.3K - $34K
|
1.1K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.24% |
$496 - $618
|
426
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-348- 32.16% |
$173K - $215K
|
734
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-576- 6.69% |
$286K - $356K
|
8.04K
$5.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
218+ 2.69% |
$108K - $135K
|
8.33K
$5.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.26% |
$3.48K - $4.32K
|
2.67K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
CALL |
18KNew |
$8.94M - $11.1M
|
18K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
336New |
$167K - $208K
|
336
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.13K
$5.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 1.28% |
$1.49K - $1.85K
|
232
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.56% |
$499K - $622K
|
65.4K
$41.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.22K+ 37.4% |
$604K - $752K
|
4.47K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.27K+ 5.14% |
$632K - $786K
|
26K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
250+ 4.55% |
$124K - $154K
|
5.74K
$3.61M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-40- 1.38% |
$19.9K - $24.7K
|
2.85K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-820- 9.87% |
$407K - $507K
|
7.49K
$4.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.01% |
$8.94K - $11.1K
|
143K
$90M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-471- 2.45% |
$234K - $291K
|
18.8K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 0.43% |
$77.9K - $97K
|
36.4K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-68- 5.59% |
$33.8K - $42K
|
1.15K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29- 3.14% |
$14.4K - $17.9K
|
895
$562K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.99K+ 127.83% |
$1.48M - $1.84M
|
5.32K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 4.05% |
$11.4K - $14.2K
|
545
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-160- 0.59% |
$79.4K - $98.9K
|
26.8K
$16.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-660- 5.51% |
$328K - $408K
|
11.3K
$7.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.12% |
$496 - $618
|
837
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7- 0.77% |
$3.48K - $4.32K
|
905
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.63K- 43.9% |
$1.8M - $2.24M
|
4.64K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.12K+ 18.34% |
$1.55M - $1.92M
|
20.1K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.36% |
$3.97K - $4.94K
|
2.21K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
400New |
$199K - $247K
|
400
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-164- 0.73% |
$81.4K - $101K
|
22.3K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67+ 6.06% |
$33.3K - $41.4K
|
1.17K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-131- 5.62% |
$65K - $80.9K
|
2.2K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-83- 5.34% |
$41.2K - $51.3K
|
1.47K
$923K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-164- 5.18% |
$81.4K - $101K
|
3.01K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-13.1K- 17.14% |
$6.5M - $8.09M
|
63.3K
$39.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1- 0.13% |
$496 - $618
|
782
$491K
|