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
|
Argent Capital Management LLC
|
BUY
|
- |
435New |
$216K - $269K
|
435
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-245- 0.4% |
$122K - $151K
|
60.8K
$38.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-51- 1.63% |
$25.3K - $31.5K
|
3.08K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.44K- 4.65% |
$714K - $889K
|
29.5K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$9.93K - $12.4K
|
2.68K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-114- 1.74% |
$56.6K - $70.4K
|
6.44K
$4.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-47- 0.42% |
$23.3K - $29K
|
11.1K
$6.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.28% |
$3.48K - $4.32K
|
2.49K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-103- 0.64% |
$51.1K - $63.6K
|
16K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.84K- 13.6% |
$1.91M - $2.37M
|
24.4K
$15.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
6+ 1.1% |
$2.98K - $3.71K
|
553
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-220- 1.17% |
$109K - $136K
|
18.6K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
226+ 11.28% |
$112K - $140K
|
2.23K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
CALL |
2.3KNew |
$1.14M - $1.42M
|
2.3K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
723+ 14.57% |
$359K - $447K
|
5.69K
$3.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-250- 0.47% |
$124K - $154K
|
52.8K
$33.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
135+ 7.01% |
$67K - $83.4K
|
2.06K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
258+ 36.39% |
$128K - $159K
|
967
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.42K+ 11.49% |
$704K - $876K
|
13.8K
$8.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
969+ 16.8% |
$481K - $599K
|
6.74K
$4.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-188- 1.18% |
$93.3K - $116K
|
15.7K
$9.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 2.14% |
$5.46K - $6.8K
|
502
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
371New |
$184K - $229K
|
371
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 1.3% |
$1.24M - $1.54M
|
189K
$119M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.46K+ 5.84% |
$725K - $903K
|
26.5K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-652- 60.76% |
$324K - $403K
|
421
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
798+ 62.74% |
$396K - $493K
|
2.07K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-11- 0.57% |
$5.46K - $6.8K
|
1.93K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
417New |
$207K - $258K
|
417
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
104+ 3.67% |
$51.6K - $64.3K
|
2.94K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 4.06% |
$8.94K - $11.1K
|
461
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.55K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.35K
$5.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-363- 14.96% |
$180K - $224K
|
2.06K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.91K+ 5.19% |
$1.44M - $1.8M
|
58.9K
$37M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-26- 2.24% |
$12.9K - $16.1K
|
1.13K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-312- 3.57% |
$155K - $193K
|
8.42K
$5.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.15% |
$15.9K - $19.8K
|
21.9K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.11K- 9.61% |
$1.55M - $1.92M
|
29.3K
$18.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.39K+ 2.14% |
$4.17M - $5.18M
|
401K
$252M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4+ 0.21% |
$1.99K - $2.47K
|
1.9K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-135- 5.77% |
$67K - $83.4K
|
2.2K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-25- 1.21% |
$12.4K - $15.4K
|
2.05K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.22% |
$9.43K - $11.7K
|
609
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.39K- 1.06% |
$691K - $860K
|
129K
$81.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 40.66% |
$2.85M - $3.55M
|
19.9K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-498- 34.46% |
$247K - $308K
|
947
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 5.34% |
$2.24M - $2.79M
|
80.2K
$50.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
311+ 20.18% |
$154K - $192K
|
1.85K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
104+ 11.08% |
$51.6K - $64.3K
|
1.04K
$655K
|