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 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-18- 3.59% |
$11.1K - $12K
|
483
$329K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
PUT |
3K+ 375.0% |
$1.85M - $2M
|
3.8K
$2.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-26- 3.37% |
$16.1K - $17.3K
|
745
$508K
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
36+ 10.34% |
$22.2K - $24K
|
384
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-21- 4.39% |
$13K - $14K
|
457
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-68.4K- 21.3% |
$42.3M - $45.6M
|
253K
$172M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-55- 0.8% |
$34K - $36.7K
|
6.84K
$4.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-140- 0.92% |
$86.5K - $93.4K
|
15.2K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-644- 4.55% |
$398K - $429K
|
13.5K
$9.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$3.09K - $3.33K
|
4.49K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17+ 1.71% |
$10.5K - $11.3K
|
1.01K
$689K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-6- 0.47% |
$3.71K - $4K
|
1.28K
$871K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-59- 8.91% |
$36.4K - $39.3K
|
603
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-32- 0.72% |
$19.8K - $21.3K
|
4.39K
$2.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
642+ 3.78% |
$397K - $428K
|
17.6K
$12M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 3.51% |
$46.3K - $50K
|
2.21K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
8+ 0.3% |
$4.94K - $5.33K
|
2.65K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-16- 0.49% |
$9.88K - $10.7K
|
3.27K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.48K- 9.73% |
$2.15M - $2.32M
|
32.3K
$22M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 1.15% |
$1.83M - $1.97M
|
261K
$178M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-50- 1.47% |
$30.9K - $33.3K
|
3.36K
$2.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.12% |
$21.6K - $23.3K
|
28.2K
$19.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-10- 0.85% |
$6.18K - $6.67K
|
1.16K
$791K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.35K- 25.54% |
$2.69M - $2.9M
|
12.7K
$8.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.49K+ 65.46% |
$2.16M - $2.33M
|
8.83K
$6.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
399+ 101.53% |
$246K - $266K
|
792
$540K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
702+ 2.19% |
$434K - $468K
|
32.8K
$22.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
453+ 23.07% |
$280K - $302K
|
2.42K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-8.99K- 55.3% |
$5.55M - $6M
|
7.27K
$4.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-22- 1.68% |
$13.6K - $14.7K
|
1.29K
$878K
|
|
|
Oct 28, 2025
Q3 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-68- 1.97% |
$42K - $45.3K
|
3.39K
$2.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-465- 2.8% |
$287K - $310K
|
16.1K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11- 0.41% |
$6.79K - $7.34K
|
2.66K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-80- 0.9% |
$49.4K - $53.3K
|
8.79K
$5.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-539- 1.02% |
$333K - $359K
|
52.3K
$35.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
151KNew |
$93.5M - $101M
|
151K
$103M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
33KNew |
$20.4M - $22M
|
33K
$22.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-320- 1.56% |
$198K - $213K
|
20.2K
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-11.3K- 46.27% |
$6.98M - $7.54M
|
13.1K
$8.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.09K- 10.54% |
$670K - $724K
|
9.21K
$6.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
605+ 13.03% |
$374K - $403K
|
5.25K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-108- 2.73% |
$66.7K - $72K
|
3.85K
$2.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.29K- 1.04% |
$1.41M - $1.52M
|
218K
$149M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-189- 19.89% |
$117K - $126K
|
761
$519K
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
93+ 1.59% |
$57.4K - $62K
|
5.95K
$4.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
205+ 20.92% |
$127K - $137K
|
1.19K
$808K
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.14K+ 2.73% |
$1.32M - $1.42M
|
80.4K
$54.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 14.78% |
$1.57M - $1.69M
|
14.6K
$9.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.06% |
$1.24K - $1.33K
|
3.47K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-40- 0.23% |
$24.7K - $26.7K
|
17.6K
$12M
|