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 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-322- 2.33% |
$199K - $215K
|
13.5K
$8.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-322- 3.29% |
$199K - $215K
|
9.45K
$6.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-351- 0.61% |
$217K - $234K
|
57.4K
$37.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-352- 5.29% |
$217K - $235K
|
6.3K
$4.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-363- 4.31% |
$224K - $242K
|
8.06K
$5.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-368- 8.07% |
$227K - $245K
|
4.19K
$2.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-378- 9.55% |
$233K - $252K
|
3.58K
$2.36M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-380- 1.28% |
$235K - $253K
|
29.3K
$19.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-386- 3.96% |
$238K - $257K
|
9.37K
$6.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-387- 2.23% |
$239K - $258K
|
17K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-413- 0.61% |
$255K - $275K
|
67.1K
$44.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-415- 3.05% |
$256K - $277K
|
13.2K
$8.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-415- 10.78% |
$256K - $277K
|
3.44K
$2.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-418- 0.58% |
$258K - $279K
|
71.5K
$47.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-425- 20.97% |
$263K - $283K
|
1.6K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-477- 26.22% |
$295K - $318K
|
1.34K
$887K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-479- 3.04% |
$296K - $319K
|
15.3K
$10.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-487- 1.44% |
$301K - $325K
|
33.4K
$22M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-516- 9.3% |
$319K - $344K
|
5.03K
$3.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-560- 1.72% |
$346K - $373K
|
32.1K
$21.2M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-560- 56.8% |
$346K - $373K
|
426
$281K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-584- 1.85% |
$361K - $389K
|
31K
$20.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-600- 2.86% |
$371K - $400K
|
20.4K
$13.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-607- 38.76% |
$375K - $405K
|
959
$634K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-610- 3.07% |
$377K - $407K
|
19.3K
$12.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-615- 14.09% |
$380K - $410K
|
3.75K
$2.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-622- 0.84% |
$384K - $415K
|
73.2K
$48.4M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-637- 0.46% |
$393K - $425K
|
139K
$91.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-640- 1.5% |
$395K - $427K
|
42.1K
$27.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-641- 1.11% |
$396K - $427K
|
57.3K
$37.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-651- 2.74% |
$402K - $434K
|
23.1K
$15.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-651- 4.96% |
$402K - $434K
|
12.5K
$8.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-655- 13.88% |
$405K - $437K
|
4.06K
$2.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-655- 10.08% |
$405K - $437K
|
5.84K
$3.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-660- 26.48% |
$408K - $440K
|
1.83K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-674- 7.2% |
$416K - $449K
|
8.69K
$5.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-684- 5.49% |
$422K - $456K
|
11.8K
$7.77M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-687- 2.36% |
$424K - $458K
|
28.4K
$18.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-697- 1.79% |
$431K - $465K
|
38.2K
$25.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-719- 0.34% |
$444K - $479K
|
212K
$140M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-720- 2.2% |
$445K - $480K
|
32K
$21.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-724- 2.93% |
$447K - $483K
|
24K
$15.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-727- 18.26% |
$449K - $485K
|
3.25K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-737- 5.38% |
$455K - $491K
|
13K
$8.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-787- 2.82% |
$486K - $525K
|
27.1K
$17.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-799- 0.21% |
$494K - $533K
|
381K
$252M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-848- 0.93% |
$524K - $565K
|
90.3K
$59.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-857- 0.87% |
$529K - $571K
|
97.4K
$64.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 7.05% |
$644K - $696K
|
13.8K
$9.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.04K- 0.33% |
$644K - $696K
|
313K
$207M
|