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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.98K- 1.92% |
$1.22M - $1.32M
|
101K
$69M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
14.3K+ 25.67% |
$8.83M - $9.54M
|
70K
$47.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-53- 16.31% |
$32.7K - $35.3K
|
272
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.05% |
$618 - $667
|
1.88K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-574- 2.41% |
$355K - $383K
|
23.3K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-267- 1.56% |
$165K - $178K
|
16.9K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-145- 2.83% |
$89.6K - $96.7K
|
4.97K
$3.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-375- 0.94% |
$232K - $250K
|
39.6K
$27M
|
|
|
Oct 30, 2025
Q3 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
164KNew |
$101M - $109M
|
164K
$112M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
205+ 0.92% |
$127K - $137K
|
22.4K
$15.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.33K+ 4.64% |
$2.06M - $2.22M
|
75.2K
$51.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.44K+ 6.66% |
$890K - $961K
|
23.1K
$15.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-427- 6.99% |
$264K - $285K
|
5.68K
$3.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
95+ 0.73% |
$58.7K - $63.3K
|
13.1K
$8.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-105- 4.06% |
$64.9K - $70K
|
2.48K
$1.69M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-30- 1.39% |
$18.5K - $20K
|
2.12K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
134+ 2.24% |
$82.8K - $89.4K
|
6.11K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-950- 3.87% |
$587K - $633K
|
23.6K
$16.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.6K- 4.9% |
$986K - $1.06M
|
31K
$21.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
494New |
$305K - $329K
|
494
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
407+ 8.86% |
$251K - $271K
|
5K
$3.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
328+ 13.85% |
$203K - $219K
|
2.7K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-384- 15.2% |
$237K - $256K
|
2.14K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
8.67K+ 6.06% |
$5.36M - $5.78M
|
152K
$104M
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8- 0.55% |
$4.94K - $5.33K
|
1.46K
$993K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.19% |
$1.24K - $1.33K
|
1.05K
$715K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5+ 0.06% |
$3.09K - $3.33K
|
7.83K
$5.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-14K- 70.0% |
$8.65M - $9.34M
|
6K
$4.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86.2K+ 29.49% |
$53.2M - $57.5M
|
378K
$258M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-61- 4.59% |
$37.7K - $40.7K
|
1.27K
$864K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
17+ 29.31% |
$10.5K - $11.3K
|
75
$51.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-119- 1.18% |
$73.5K - $79.4K
|
9.98K
$6.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
902+ 176.17% |
$557K - $601K
|
1.41K
$964K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
520+ 2.87% |
$321K - $347K
|
18.7K
$12.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
113K+ 377.33% |
$69.9M - $75.5M
|
143K
$97.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.04K- 70.75% |
$642K - $694K
|
430
$293K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-552- 6.0% |
$341K - $368K
|
8.64K
$5.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 1.8% |
$28.4K - $30.7K
|
2.61K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.25% |
$1.24K - $1.33K
|
795
$542K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
2+ 0.21% |
$1.24K - $1.33K
|
955
$651K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-3.33K- 66.16% |
$2.06M - $2.22M
|
1.7K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
38+ 1.18% |
$23.5K - $25.3K
|
3.26K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-721- 1.22% |
$445K - $481K
|
58.5K
$39.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.66K+ 0.28% |
$2.26M - $2.44M
|
1.32M
$903M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
18K+ 15.49% |
$11.1M - $12M
|
134K
$91.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 3.02% |
$813K - $878K
|
42.3K
$28.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.53% |
$21K - $22.7K
|
6.41K
$4.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-135- 0.49% |
$83.4K - $90K
|
27.3K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-543- 6.03% |
$335K - $362K
|
8.47K
$5.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
193+ 4.57% |
$119K - $129K
|
4.42K
$3.01M
|