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 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
PUT |
-600- 60.0% |
$298K - $371K
|
400
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-148- 1.4% |
$73.5K - $91.4K
|
10.4K
$6.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
403New |
$200K - $249K
|
403
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-32- 1.12% |
$15.9K - $19.8K
|
2.84K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
34.9K+ 3.7% |
$17.3M - $21.6M
|
977K
$614M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
204+ 3.75% |
$101K - $126K
|
5.64K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-122- 1.22% |
$60.6K - $75.4K
|
9.86K
$6.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
67+ 2.53% |
$33.3K - $41.4K
|
2.72K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
45+ 1.77% |
$22.3K - $27.8K
|
2.59K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
64+ 0.94% |
$31.8K - $39.5K
|
6.87K
$4.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
852+ 1.83% |
$423K - $526K
|
47.5K
$29.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
349KNew |
$173M - $215M
|
349K
$219M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
88+ 1.53% |
$43.7K - $54.4K
|
5.85K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-36- 0.81% |
$17.9K - $22.2K
|
4.43K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.99K- 8.5% |
$989K - $1.23M
|
21.5K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 119.68% |
$1.16M - $1.44M
|
4.28K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 2.16% |
$9.93K - $12.4K
|
905
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
375+ 0.88% |
$186K - $232K
|
42.9K
$27M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-868- 20.01% |
$431K - $536K
|
3.47K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-939- 10.63% |
$466K - $580K
|
7.9K
$4.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
293+ 17.64% |
$145K - $181K
|
1.95K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.82K+ 126.85% |
$4.87M - $6.06M
|
17.6K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
325New |
$161K - $201K
|
325
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.56K+ 369.17% |
$2.27M - $2.82M
|
5.8K
$3.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
21.6K+ 2.06% |
$10.7M - $13.3M
|
1.07M
$670M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
83+ 4.22% |
$41.2K - $51.3K
|
2.05K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
248+ 38.69% |
$123K - $153K
|
889
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 2.98% |
$150K - $187K
|
10.4K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.59K- 14.92% |
$3.27M - $4.07M
|
37.6K
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
282+ 6.79% |
$140K - $174K
|
4.43K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 16.11% |
$2.49M - $3.1M
|
26.2K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.15K+ 5.48% |
$573K - $713K
|
22.2K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-668- 19.61% |
$332K - $413K
|
2.74K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
482+ 6.9% |
$239K - $298K
|
7.47K
$4.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-346- 1.46% |
$172K - $214K
|
23.4K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-41.9K- 15.81% |
$20.8M - $25.9M
|
223K
$140M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
150+ 3.1% |
$74.5K - $92.7K
|
4.99K
$3.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-237- 6.27% |
$118K - $146K
|
3.54K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
176+ 14.29% |
$87.4K - $109K
|
1.41K
$884K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.45% |
$13.4K - $16.7K
|
6.01K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.2% |
$496 - $618
|
505
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
36+ 9.18% |
$17.9K - $22.2K
|
428
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
378+ 6.11% |
$188K - $234K
|
6.56K
$4.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
PUT |
-700- 3.47% |
$348K - $432K
|
19.5K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-95- 5.07% |
$47.2K - $58.7K
|
1.78K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
477+ 35.54% |
$237K - $295K
|
1.82K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-240- 1.13% |
$119K - $148K
|
21K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
262+ 5.67% |
$130K - $162K
|
4.89K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-28- 0.67% |
$13.9K - $17.3K
|
4.13K
$2.59M
|