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 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-389- 24.84% |
$193K - $240K
|
1.18K
$739K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
364+ 2.73% |
$181K - $225K
|
13.7K
$8.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.29K+ 164.14% |
$2.13M - $2.65M
|
6.91K
$4.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 8.82% |
$17.4K - $21.6K
|
362
$227K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 83.32% |
$652K - $812K
|
2.89K
$1.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-664- 14.29% |
$330K - $410K
|
3.98K
$2.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
717+ 3.1% |
$356K - $443K
|
23.9K
$15M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
106+ 15.06% |
$52.6K - $65.5K
|
810
$509K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
38.9K+ 801.24% |
$19.3M - $24M
|
43.8K
$27.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$341K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-472- 9.88% |
$234K - $292K
|
4.3K
$2.7M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
371+ 43.8% |
$184K - $229K
|
1.22K
$765K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28- 2.18% |
$13.9K - $17.3K
|
1.26K
$791K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.72% |
$3.48K - $4.32K
|
984
$618K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.45K+ 908.13% |
$721K - $898K
|
1.61K
$1.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.58K+ 14.53% |
$786K - $978K
|
12.5K
$7.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
11K+ 20.13% |
$5.46M - $6.8M
|
65.7K
$41.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-18- 0.28% |
$8.94K - $11.1K
|
6.49K
$4.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-19.2K- 50.01% |
$9.55M - $11.9M
|
19.2K
$12.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
999+ 7.47% |
$496K - $617K
|
14.4K
$9.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.83K- 4.99% |
$2.4M - $2.98M
|
92K
$57.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 2.02% |
$248K - $309K
|
25.3K
$15.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.24K- 3.1% |
$618K - $769K
|
38.9K
$24.4M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-66- 10.86% |
$36.4K - $40.5K
|
542
$340K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.5% |
$11.6K - $12.9K
|
4.19K
$2.63M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
474New |
$261K - $291K
|
474
$298K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
65+ 14.61% |
$35.8K - $39.8K
|
510
$320K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.08M- 45.76% |
$594M - $660M
|
1.28M
$802M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.49K- 12.68% |
$823K - $915K
|
10.3K
$6.46M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
447+ 1.7% |
$246K - $274K
|
26.8K
$16.8M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-807- 18.47% |
$445K - $495K
|
3.56K
$2.24M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-21- 2.73% |
$11.6K - $12.9K
|
748
$470K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-2- 0.13% |
$1.1K - $1.23K
|
1.52K
$957K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
152+ 9.48% |
$83.8K - $93.2K
|
1.76K
$1.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.7% |
$551 - $613
|
144
$90.4K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
4.26K+ 33.33% |
$2.35M - $2.61M
|
17K
$10.7M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
400New |
$221K - $245K
|
400
$251K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-302K- 94.38% |
$166M - $185M
|
18K
$11.3M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 89.32% |
$770K - $856K
|
167
$105K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-986- 11.47% |
$544K - $604K
|
7.61K
$4.78M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
343+ 0.18% |
$189K - $210K
|
187K
$117M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
PUT |
300+ 1.08% |
$165K - $184K
|
28.2K
$17.7M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
65+ 5.28% |
$35.8K - $39.8K
|
1.3K
$815K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.35KNew |
$744K - $827K
|
1.35K
$847K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 0.52% |
$41.9K - $46.6K
|
14.7K
$9.21M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
626+ 6.97% |
$345K - $384K
|
9.61K
$6.04M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
24.4K+ 42.96% |
$13.5M - $15M
|
81.2K
$51M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
157+ 18.67% |
$86.6K - $96.2K
|
998
$627K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
39K+ 21.34% |
$21.5M - $23.9M
|
222K
$139M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
226K+ 49.2% |
$124M - $138M
|
684K
$430M
|
|