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 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-4.84K- 6.17% |
$2.4M - $2.99M
|
73.6K
$46.2M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
76+ 1.07% |
$37.7K - $47K
|
7.17K
$4.5M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-517- 1.15% |
$257K - $319K
|
44.4K
$27.9M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 0.45% |
$499K - $622K
|
221K
$138M
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
116+ 5.08% |
$57.6K - $71.7K
|
2.4K
$1.51M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6- 0.69% |
$2.98K - $3.71K
|
862
$541K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-114- 1.17% |
$56.6K - $70.4K
|
9.59K
$6.02M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
107+ 0.56% |
$53.1K - $66.1K
|
19.4K
$12.2M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.48K - $4.32K
|
2.38K
$1.49M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-588- 1.03% |
$292K - $363K
|
56.3K
$35.4M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
107+ 2.41% |
$53.1K - $66.1K
|
4.55K
$2.86M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.8K- 62.09% |
$11.8M - $14.7M
|
14.5K
$9.12M
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.03% |
$12.9K - $16.1K
|
2.55K
$1.6M
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.67K- 1.56% |
$827K - $1.03M
|
105K
$66M
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
2.02K
$1.27M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-274- 5.58% |
$136K - $169K
|
4.63K
$2.91M
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.09% |
$2.48K - $3.09K
|
5.84K
$3.67M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 2.72% |
$152K - $190K
|
11K
$6.89M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.29K
$3.95M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-165- 10.54% |
$81.9K - $102K
|
1.4K
$879K
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
71.2K+ 2711.84% |
$35.4M - $44M
|
73.8K
$46.4M
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.18% |
$8.44K - $10.5K
|
9.22K
$5.79M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 1.63% |
$780K - $971K
|
98.2K
$61.7M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-381- 3.91% |
$189K - $235K
|
9.36K
$5.88M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 24.53% |
$314K - $390K
|
3.21K
$2.01M
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-67- 0.68% |
$33.3K - $41.4K
|
9.76K
$6.13M
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
PUT |
41.9K+ 44.53% |
$20.8M - $25.9M
|
136K
$85.4M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
405+ 5.63% |
$201K - $250K
|
7.6K
$4.77M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-14- 1.06% |
$6.95K - $8.65K
|
1.31K
$823K
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
876+ 31.1% |
$435K - $541K
|
3.69K
$2.32M
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
9.85K+ 166.36% |
$4.89M - $6.08M
|
15.8K
$9.9M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-274- 36.44% |
$136K - $169K
|
478
$300K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-47- 2.8% |
$23.3K - $29K
|
1.63K
$1.02M
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
337+ 1.44% |
$167K - $208K
|
23.8K
$14.9M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.5K- 10.23% |
$3.72M - $4.63M
|
65.8K
$41.3M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.27K+ 9.56% |
$2.12M - $2.64M
|
48.9K
$30.7M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 4.65% |
$508K - $632K
|
23K
$14.5M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.9K- 37.66% |
$9.36M - $11.6M
|
31.2K
$19.6M
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-360- 5.32% |
$179K - $222K
|
6.41K
$4.03M
|
|
Jul 08, 2025
Q2 2025
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
BUY
|
- |
226KNew |
$112M - $140M
|
226K
$142M
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
79+ 0.73% |
$39.2K - $48.8K
|
10.9K
$6.86M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-445- 12.51% |
$221K - $275K
|
3.11K
$1.95M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-115- 12.38% |
$57.1K - $71.1K
|
814
$511K
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 11.19% |
$115K - $143K
|
2.31K
$1.45M
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.16K- 17.64% |
$2.56M - $3.19M
|
24.1K
$15.1M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 1.47% |
$500K - $622K
|
67.5K
$42.4M
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.1K+ 5.36% |
$545K - $678K
|
21.6K
$13.6M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.43K+ 9.76% |
$710K - $884K
|
16.1K
$10.1M
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 0.46% |
$49.6K - $61.8K
|
21.9K
$13.7M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
37.3K+ 287.76% |
$18.5M - $23.1M
|
50.3K
$31.6M
|