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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.38K+ 7.84% |
$854K - $922K
|
19K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-188- 4.37% |
$116K - $125K
|
4.12K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-6- 0.19% |
$3.71K - $4K
|
3.22K
$2.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-186- 27.35% |
$115K - $124K
|
494
$337K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.19K- 1.67% |
$736K - $795K
|
70.1K
$47.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-10.1K- 4.77% |
$6.24M - $6.74M
|
201K
$137M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
51+ 0.33% |
$31.5K - $34K
|
15.7K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
37+ 0.58% |
$22.9K - $24.7K
|
6.44K
$4.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-14- 1.59% |
$8.65K - $9.34K
|
864
$589K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-443- 6.91% |
$274K - $295K
|
5.96K
$4.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-36- 0.48% |
$22.2K - $24K
|
7.48K
$5.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
353+ 16.81% |
$218K - $235K
|
2.45K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-812- 2.71% |
$502K - $541K
|
29.2K
$19.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-51- 1.21% |
$31.5K - $34K
|
4.17K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
107+ 1.88% |
$66.1K - $71.4K
|
5.81K
$3.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-143- 1.86% |
$88.3K - $95.4K
|
7.54K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.86K- 17.67% |
$2.38M - $2.57M
|
18K
$12.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
508New |
$314K - $339K
|
508
$346K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.99K- 1.41% |
$3.7M - $3.99M
|
419K
$286M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.53K- 1.48% |
$2.18M - $2.35M
|
236K
$161M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 7.15% |
$66.1K - $71.4K
|
1.39K
$948K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
30+ 8.65% |
$18.5K - $20K
|
377
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
369+ 1.43% |
$228K - $246K
|
26.3K
$17.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.8K+ 137.4% |
$6.66M - $7.19M
|
18.6K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.61K- 8.34% |
$992K - $1.07M
|
17.7K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.93K+ 2.04% |
$1.19M - $1.29M
|
96.4K
$65.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 4.89% |
$1.1M - $1.19M
|
38.2K
$26M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-190- 5.8% |
$117K - $127K
|
3.09K
$2.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.31KNew |
$2.66M - $2.87M
|
4.31K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.11% |
$618 - $667
|
944
$644K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
152+ 1.63% |
$93.9K - $101K
|
9.5K
$6.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11+ 0.1% |
$6.79K - $7.34K
|
11.3K
$7.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-244- 6.56% |
$151K - $163K
|
3.47K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
156+ 0.28% |
$96.4K - $104K
|
56.9K
$38.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
318New |
$196K - $212K
|
318
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.24% |
$18.5K - $20K
|
12.4K
$8.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.6K+ 136.5% |
$1.61M - $1.73M
|
4.5K
$3.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 15.84% |
$1.13M - $1.22M
|
13.4K
$9.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
CALL |
25.5K+ 79.19% |
$15.8M - $17M
|
57.7K
$39.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19.4K- 34.0% |
$12M - $13M
|
37.7K
$25.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10- 1.3% |
$6.18K - $6.67K
|
761
$519K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.24K+ 27.17% |
$3.24M - $3.5M
|
24.5K
$16.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
365New |
$225K - $243K
|
365
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.59K+ 26.87% |
$980K - $1.06M
|
7.49K
$5.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
517+ 15.61% |
$319K - $345K
|
3.83K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14+ 0.04% |
$8.65K - $9.34K
|
31.6K
$21.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
112+ 13.22% |
$69.2K - $74.7K
|
959
$654K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-51- 1.96% |
$31.5K - $34K
|
2.55K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.33K
|
2.45K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-131- 4.35% |
$80.9K - $87.4K
|
2.88K
$1.97M
|