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 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-15.1K- 22.72% |
$7.48M - $9.31M
|
51.2K
$32.2M
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 75.67% |
$5.62M - $7M
|
3.64K
$2.29M
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3K+ 15.54% |
$1.49M - $1.86M
|
22.3K
$14M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-21.2K- 43.97% |
$10.5M - $13.1M
|
27K
$17M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
PUT |
1K+ 40.0% |
$496K - $618K
|
3.5K
$2.2M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.08K- 7.36% |
$2.02M - $2.52M
|
51.4K
$32.3M
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$31.8K - $39.5K
|
64
$40.2K
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
324+ 68.79% |
$161K - $200K
|
795
$499K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
198+ 48.77% |
$98.3K - $122K
|
604
$379K
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-16- 1.91% |
$7.94K - $9.89K
|
820
$515K
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-124- 12.63% |
$61.6K - $76.6K
|
858
$539K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-18- 0.44% |
$8.94K - $11.1K
|
4.07K
$2.56M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-215- 5.26% |
$107K - $133K
|
3.87K
$2.43M
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-463- 0.98% |
$230K - $286K
|
46.8K
$29.4M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-116- 2.23% |
$57.6K - $71.7K
|
5.08K
$3.19M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21- 3.08% |
$10.4K - $13K
|
660
$415K
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.01K+ 250.68% |
$999K - $1.24M
|
2.82K
$1.77M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.56K+ 59.67% |
$2.76M - $3.43M
|
14.9K
$9.34M
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$496 - $618
|
3.15K
$1.98M
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-26- 0.46% |
$12.9K - $16.1K
|
5.59K
$3.51M
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-123- 0.27% |
$61.1K - $76K
|
45.7K
$28.7M
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.22% |
$2.98K - $3.71K
|
2.79K
$1.75M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-61- 1.71% |
$30.3K - $37.7K
|
3.5K
$2.2M
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
108+ 26.34% |
$53.6K - $66.7K
|
518
$325K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.18K+ 4.69% |
$585K - $728K
|
26.3K
$16.5M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.04% |
$1.49K - $1.85K
|
7.91K
$4.96M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-24- 0.73% |
$11.9K - $14.8K
|
3.28K
$2.06M
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
33.4K+ 4926.25% |
$16.6M - $20.6M
|
34.1K
$21.4M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.44K- 1.5% |
$712K - $887K
|
94.4K
$59.3M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.31K+ 11.77% |
$648K - $807K
|
12.4K
$7.79M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
PUT |
-100- 12.5% |
$49.6K - $61.8K
|
700
$440K
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-929- 8.69% |
$461K - $574K
|
9.76K
$6.13M
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-123- 0.8% |
$61.1K - $76K
|
15.3K
$9.6M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.12K- 16.13% |
$558K - $694K
|
5.84K
$3.67M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.67K- 83.01% |
$1.33M - $1.65M
|
547
$344K
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
115+ 14.92% |
$57.1K - $71.1K
|
886
$556K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.98K+ 13.46% |
$1.48M - $1.84M
|
25.1K
$15.7M
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-6- 0.92% |
$2.98K - $3.71K
|
645
$405K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.3% |
$496 - $618
|
332
$209K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
28+ 1.38% |
$13.9K - $17.3K
|
2.05K
$1.29M
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
339+ 13.51% |
$168K - $209K
|
2.85K
$1.79M
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-98- 3.5% |
$48.7K - $60.5K
|
2.7K
$1.7M
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-108K- 70.16% |
$53.4M - $66.5M
|
45.8K
$28.7M
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.85K- 22.17% |
$2.41M - $3M
|
17K
$10.7M
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
26+ 5.09% |
$12.9K - $16.1K
|
537
$337K
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-250- 0.89% |
$124K - $154K
|
27.9K
$17.5M
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-380- 5.48% |
$189K - $235K
|
6.55K
$4.12M
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
789+ 14.93% |
$392K - $487K
|
6.07K
$3.81M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-548- 0.36% |
$272K - $339K
|
151K
$94.6M
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-180- 3.29% |
$89.4K - $111K
|
5.3K
$3.33M
|