Purchases and Sales Made in Q3 2025 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-164- 0.65% |
$101K - $109K
|
24.9K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-166- 5.28% |
$103K - $111K
|
2.98K
$1.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-169- 0.3% |
$104K - $113K
|
56.2K
$37.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-170- 3.65% |
$105K - $113K
|
4.49K
$2.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-177- 2.07% |
$109K - $118K
|
8.35K
$5.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-178- 4.64% |
$110K - $119K
|
3.66K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-179- 8.36% |
$111K - $119K
|
1.96K
$1.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-181- 0.8% |
$112K - $121K
|
22.3K
$14.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-182- 2.96% |
$112K - $121K
|
5.98K
$3.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-185- 2.03% |
$114K - $123K
|
8.94K
$5.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-185- 0.99% |
$114K - $123K
|
18.4K
$12.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-189- 0.57% |
$117K - $126K
|
32.7K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-192- 11.99% |
$119K - $128K
|
1.41K
$931K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-193- 25.87% |
$119K - $129K
|
553
$365K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-198- 2.87% |
$122K - $132K
|
6.7K
$4.42M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-199- 7.3% |
$123K - $133K
|
2.53K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-202- 1.66% |
$125K - $135K
|
11.9K
$7.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-205- 2.59% |
$127K - $137K
|
7.7K
$5.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-206- 0.57% |
$127K - $137K
|
36.2K
$23.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-206- 2.02% |
$127K - $137K
|
10K
$6.62M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-209- 2.39% |
$129K - $139K
|
8.54K
$5.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-218- 4.31% |
$135K - $145K
|
4.84K
$3.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-221- 2.24% |
$137K - $147K
|
9.67K
$6.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-224- 14.77% |
$138K - $149K
|
1.29K
$854K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-228- 1.79% |
$141K - $152K
|
12.5K
$8.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-235- 5.07% |
$145K - $157K
|
4.4K
$2.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-235- 4.24% |
$145K - $157K
|
5.31K
$3.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-236- 1.09% |
$146K - $157K
|
21.3K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-240- 15.48% |
$148K - $160K
|
1.31K
$865K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-241- 19.79% |
$149K - $161K
|
977
$645K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-250- 3.85% |
$154K - $167K
|
6.24K
$4.12M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-251- 2.1% |
$155K - $167K
|
11.7K
$7.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-262- 33.72% |
$162K - $175K
|
515
$340K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-269- 1.97% |
$166K - $179K
|
13.4K
$8.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-269- 2.8% |
$166K - $179K
|
9.32K
$6.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-270- 3.91% |
$167K - $180K
|
6.63K
$4.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-272- 1.37% |
$168K - $181K
|
19.6K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-275- 3.3% |
$170K - $183K
|
8.06K
$5.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-280- 2.8% |
$173K - $187K
|
9.71K
$6.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-284- 1.09% |
$175K - $189K
|
25.9K
$17.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-285- 1.41% |
$176K - $190K
|
19.9K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-287- 2.63% |
$177K - $191K
|
10.6K
$7.02M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-289- 3.7% |
$179K - $193K
|
7.52K
$4.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-300- 31.25% |
$185K - $200K
|
660
$436K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-300- 11.3% |
$185K - $200K
|
2.35K
$1.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-301- 6.99% |
$186K - $201K
|
4K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-303- 0.59% |
$187K - $202K
|
51K
$33.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-309- 6.82% |
$191K - $206K
|
4.22K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-314- 1.6% |
$194K - $209K
|
19.3K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-315- 2.36% |
$195K - $210K
|
13.1K
$8.62M
|