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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-21- 1.76% |
$10.4K - $13K
|
1.18K
$738K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-156- 18.42% |
$77.5K - $96.4K
|
691
$434K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$993 - $1.24K
|
3.52K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.53% |
$9.43K - $11.7K
|
558
$350K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41+ 0.62% |
$20.4K - $25.3K
|
6.67K
$4.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-50- 2.66% |
$24.8K - $30.9K
|
1.83K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-534- 59.07% |
$265K - $330K
|
370
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.16% |
$496 - $618
|
644
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-90- 0.58% |
$44.7K - $55.6K
|
15.3K
$9.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-27- 0.23% |
$13.4K - $16.7K
|
11.6K
$7.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-50- 1.05% |
$24.8K - $30.9K
|
4.71K
$2.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.53K+ 143.31% |
$761K - $947K
|
2.6K
$1.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
125+ 3.54% |
$62.1K - $77.2K
|
3.65K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
205+ 41.92% |
$102K - $127K
|
694
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 93.59% |
$1M - $1.24M
|
4.17K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
12+ 2.58% |
$5.96K - $7.41K
|
478
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
25+ 2.33% |
$12.4K - $15.4K
|
1.1K
$690K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
665+ 31.12% |
$330K - $411K
|
2.8K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8.64K+ 34.35% |
$4.29M - $5.34M
|
33.8K
$21.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.79% |
$499K - $622K
|
55.2K
$34.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
PUT |
52.5KNew |
$26.1M - $32.4M
|
52.5K
$33M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
110+ 21.03% |
$54.6K - $68K
|
633
$398K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.24K+ 63.66% |
$1.61M - $2M
|
8.32K
$5.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.32K+ 43.36% |
$654K - $814K
|
4.36K
$2.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-133- 27.03% |
$66K - $82.2K
|
359
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
556New |
$276K - $344K
|
556
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-730- 1.99% |
$362K - $451K
|
35.9K
$22.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-25- 3.2% |
$12.4K - $15.4K
|
757
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
432New |
$214K - $267K
|
432
$271K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
471+ 92.35% |
$234K - $291K
|
981
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
338+ 0.27% |
$168K - $209K
|
127K
$80M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 2.14% |
$4.96K - $6.18K
|
457
$287K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.98K+ 15.19% |
$2.97M - $3.69M
|
45.4K
$28.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.16% |
$1.49K - $1.85K
|
1.88K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 12.51% |
$616K - $766K
|
11.1K
$7M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
60+ 4.55% |
$29.8K - $37.1K
|
1.38K
$865K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
45+ 0.42% |
$22.3K - $27.8K
|
10.8K
$6.77M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-725- 6.76% |
$360K - $448K
|
10K
$6.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.2% |
$17.9K - $22.2K
|
17.6K
$11.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-346- 1.57% |
$172K - $214K
|
21.7K
$13.6M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
344+ 0.96% |
$171K - $213K
|
36.3K
$22.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-85- 0.64% |
$42.2K - $52.5K
|
13.1K
$8.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.09% |
$4.47K - $5.56K
|
9.84K
$6.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6- 0.01% |
$2.98K - $3.71K
|
64.8K
$40.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$993 - $1.24K
|
1.03K
$646K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
597+ 3.8% |
$296K - $369K
|
16.3K
$10.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
22+ 1.52% |
$10.9K - $13.6K
|
1.47K
$920K
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-35.3K- 51.18% |
$17.5M - $21.8M
|
33.6K
$21.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.63K- 7.7% |
$811K - $1.01M
|
19.6K
$12.3M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
657+ 0.73% |
$326K - $406K
|
91.1K
$57.2M
|