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 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
200+ 1.36% |
$99.3K - $124K
|
14.9K
$9.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-60- 5.87% |
$29.8K - $37.1K
|
962
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.45K+ 2.05% |
$717K - $893K
|
71.9K
$45.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
223+ 36.62% |
$111K - $138K
|
832
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-840- 17.85% |
$417K - $519K
|
3.87K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
203+ 1.12% |
$101K - $125K
|
18.3K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-80- 1.69% |
$39.7K - $49.4K
|
4.66K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-184- 13.18% |
$91.4K - $114K
|
1.21K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-81- 8.22% |
$40.2K - $50K
|
904
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-22- 0.61% |
$10.9K - $13.6K
|
3.58K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 1.18% |
$2.04M - $2.54M
|
345K
$216M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
28+ 3.39% |
$13.9K - $17.3K
|
854
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.68K+ 8.65% |
$1.33M - $1.65M
|
33.6K
$21.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 1.18% |
$11.4K - $14.2K
|
1.96K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.88K- 13.03% |
$1.93M - $2.4M
|
25.9K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
45+ 1.54% |
$22.3K - $27.8K
|
2.97K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-633- 10.43% |
$314K - $391K
|
5.44K
$3.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.44K+ 5.78% |
$715K - $890K
|
26.4K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-253- 1.43% |
$126K - $156K
|
17.4K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 4.44% |
$518K - $645K
|
24.6K
$15.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.87K- 9.76% |
$4.9M - $6.1M
|
91.3K
$57.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
330+ 6.08% |
$164K - $204K
|
5.76K
$3.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1- 0.12% |
$496 - $618
|
833
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.45% |
$11.9K - $14.8K
|
1K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-88- 3.01% |
$43.7K - $54.4K
|
2.83K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-124- 16.17% |
$61.6K - $76.6K
|
643
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
35+ 1.13% |
$17.4K - $21.6K
|
3.14K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
744New |
$369K - $460K
|
744
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
25+ 4.96% |
$12.4K - $15.4K
|
529
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 12.6% |
$9.72M - $12.1M
|
175K
$110M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1+ 0.14% |
$496 - $618
|
699
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
31+ 4.74% |
$15.4K - $19.2K
|
685
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
420+ 6.94% |
$209K - $259K
|
6.47K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-397- 36.06% |
$197K - $245K
|
704
$442K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-923- 11.4% |
$458K - $570K
|
7.17K
$4.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
281+ 41.45% |
$140K - $174K
|
959
$602K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
25+ 3.51% |
$12.4K - $15.4K
|
737
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449+ 2.6% |
$223K - $277K
|
17.7K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 2.73% |
$15.4K - $19.2K
|
1.11K
$694K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
163+ 2.42% |
$80.9K - $101K
|
6.9K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-319- 2.48% |
$158K - $197K
|
12.5K
$7.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
305+ 0.73% |
$151K - $188K
|
42.2K
$26.5M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.76K+ 2.58% |
$1.37M - $1.71M
|
110K
$69M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
10KNew |
$4.96M - $6.18M
|
10K
$6.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1- 0.11% |
$496 - $618
|
885
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.05K+ 34.59% |
$1.02M - $1.27M
|
7.99K
$5.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4+ 0.76% |
$1.99K - $2.47K
|
531
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-26- 9.0% |
$12.9K - $16.1K
|
263
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$496 - $618
|
1.1K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 1.23% |
$17.4K - $21.6K
|
2.87K
$1.8M
|