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 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.08% |
$993 - $1.24K
|
2.42K
$1.51M
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
18.9K+ 582.45% |
$9.38M - $11.7M
|
22.1K
$13.8M
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-34- 4.31% |
$16.9K - $21K
|
754
$471K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71+ 3.09% |
$35.3K - $43.9K
|
2.37K
$1.48M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
168+ 0.87% |
$83.4K - $104K
|
19.5K
$12.2M
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177- 7.98% |
$87.9K - $109K
|
2.04K
$1.27M
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
76+ 14.02% |
$37.7K - $47K
|
618
$386K
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
661+ 24.62% |
$328K - $408K
|
3.35K
$2.09M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
17.2K+ 187.58% |
$8.56M - $10.7M
|
26.4K
$16.5M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
2.7K+ 337.5% |
$1.34M - $1.67M
|
3.5K
$2.18M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.6K+ 16.21% |
$1.29M - $1.6M
|
18.6K
$11.6M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-478- 5.18% |
$237K - $295K
|
8.75K
$5.46M
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-467- 40.57% |
$232K - $289K
|
684
$427K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
83+ 3.06% |
$41.2K - $51.3K
|
2.8K
$1.75M
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
33+ 6.12% |
$16.4K - $20.4K
|
572
$357K
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.3% |
$4.96K - $6.18K
|
3.35K
$2.09M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
178+ 0.36% |
$88.4K - $110K
|
49.1K
$30.7M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 1.65% |
$5.41M - $6.73M
|
670K
$418M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.8K+ 41.98% |
$3.38M - $4.2M
|
23K
$14.4M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 1.03% |
$2.48K - $3.09K
|
492
$307K
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-223- 20.04% |
$111K - $138K
|
890
$555K
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-147- 3.91% |
$73K - $90.8K
|
3.61K
$2.25M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.04KNew |
$1.01M - $1.26M
|
2.04K
$1.27M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.72K+ 6.24% |
$4.33M - $5.39M
|
149K
$92.7M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.94K- 9.76% |
$1.46M - $1.81M
|
27.1K
$16.9M
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.43K+ 1.76% |
$708K - $881K
|
82.3K
$51.4M
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
151+ 1.4% |
$75K - $93.3K
|
11K
$6.84M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.12K+ 7.62% |
$1.05M - $1.31M
|
29.9K
$18.7M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
295+ 10.96% |
$146K - $182K
|
2.99K
$1.86M
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
25+ 0.4% |
$12.4K - $15.4K
|
6.23K
$3.89M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.24% |
$872K - $1.08M
|
19.5K
$12.2M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 13.55% |
$273K - $339K
|
3.5K
$2.19M
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
56+ 0.31% |
$27.8K - $34.6K
|
18.4K
$11.5M
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.62K+ 993.81% |
$2.79M - $3.47M
|
6.18K
$3.86M
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-870- 11.81% |
$432K - $538K
|
6.5K
$4.06M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
201+ 0.69% |
$99.8K - $124K
|
29.1K
$18.2M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7K- 98.69% |
$5.33M - $6.63M
|
142
$88.6K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
PUT |
52.6K+ 71.66% |
$26.1M - $32.5M
|
126K
$78.6M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.98% |
$7.94K - $9.89K
|
1.61K
$1.01M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-430- 17.16% |
$213K - $266K
|
2.08K
$1.3M
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27+ 13.3% |
$13.4K - $16.7K
|
230
$144K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-77- 2.14% |
$38.2K - $47.6K
|
3.52K
$2.2M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15.7K- 28.57% |
$7.8M - $9.7M
|
39.3K
$24.5M
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15+ 0.4% |
$7.45K - $9.27K
|
3.8K
$2.37M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-294- 1.44% |
$146K - $182K
|
20.1K
$12.5M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-51- 6.46% |
$25.3K - $31.5K
|
739
$461K
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 3.0% |
$49.6K - $61.8K
|
3.23K
$2.02M
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
8+ 0.06% |
$3.97K - $4.94K
|
12.5K
$7.77M
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
263+ 51.17% |
$131K - $162K
|
777
$485K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
325+ 51.75% |
$161K - $201K
|
953
$595K
|