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 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.07K- 17.6% |
$658K - $711K
|
4.99K
$3.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.11K- 4.08% |
$686K - $740K
|
26.1K
$17.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.15K- 3.05% |
$708K - $764K
|
36.5K
$24.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.31K- 1.03% |
$809K - $873K
|
126K
$83.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-1.42K- 47.84% |
$876K - $946K
|
1.55K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.45K- 6.0% |
$893K - $964K
|
22.6K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 4.02% |
$901K - $973K
|
34.8K
$23M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-1.48K- 54.05% |
$915K - $988K
|
1.26K
$832K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.52K- 21.02% |
$941K - $1.02M
|
5.72K
$3.78M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 1.44% |
$946K - $1.02M
|
105K
$69.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.59K- 9.06% |
$980K - $1.06M
|
15.9K
$10.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.59K- 2.52% |
$984K - $1.06M
|
61.7K
$40.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.72K- 6.52% |
$1.06M - $1.15M
|
24.7K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.73K- 3.75% |
$1.07M - $1.15M
|
44.4K
$29.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-1.75K- 64.8% |
$1.08M - $1.17M
|
950
$628K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 20.28% |
$1.09M - $1.17M
|
6.92K
$4.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.76K- 2.72% |
$1.09M - $1.18M
|
63.1K
$41.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-1.77K- 12.32% |
$1.09M - $1.18M
|
12.6K
$8.33M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 3.62% |
$1.1M - $1.19M
|
47.6K
$31.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 46.95% |
$1.12M - $1.21M
|
2.05K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.94K- 25.8% |
$1.2M - $1.3M
|
5.59K
$3.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.95K- 9.64% |
$1.2M - $1.3M
|
18.3K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.95K- 5.37% |
$1.21M - $1.3M
|
34.4K
$22.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.96K- 11.56% |
$1.21M - $1.31M
|
15K
$9.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.98K- 4.18% |
$1.22M - $1.32M
|
45.3K
$29.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-1.99K- 12.4% |
$1.23M - $1.33M
|
14.1K
$9.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2K- 50.0% |
$1.24M - $1.33M
|
2K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.1K- 10.92% |
$1.3M - $1.4M
|
17.1K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.1K- 1.4% |
$1.3M - $1.4M
|
148K
$98.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 1.7% |
$1.34M - $1.44M
|
125K
$82.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.2K- 2.76% |
$1.36M - $1.46M
|
77.2K
$51M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.49% |
$1.41M - $1.52M
|
89.1K
$58.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.35K- 2.13% |
$1.45M - $1.56M
|
108K
$71.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.59K- 68.23% |
$1.6M - $1.73M
|
1.21K
$797K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.65K- 11.92% |
$1.63M - $1.76M
|
19.5K
$12.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.65K- 12.2% |
$1.64M - $1.77M
|
19.1K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.69K- 17.27% |
$1.66M - $1.79M
|
12.9K
$8.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 9.87% |
$1.79M - $1.93M
|
26.5K
$17.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3K- 0.87% |
$1.85M - $2M
|
341K
$225M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-3.33K- 16.41% |
$2.05M - $2.22M
|
16.9K
$11.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-3.41K- 22.53% |
$2.11M - $2.27M
|
11.7K
$7.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.47K- 10.18% |
$2.14M - $2.31M
|
30.6K
$20.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.86K- 23.2% |
$2.38M - $2.57M
|
12.8K
$8.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.88K- 89.08% |
$2.4M - $2.59M
|
476
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.97K- 22.56% |
$2.45M - $2.65M
|
13.6K
$9.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 44.41% |
$2.73M - $2.95M
|
5.53K
$3.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-5.28K- 86.44% |
$3.26M - $3.52M
|
828
$547K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.34K- 15.38% |
$3.3M - $3.56M
|
29.4K
$19.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.36K- 27.64% |
$3.31M - $3.57M
|
14K
$9.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.63K- 13.88% |
$3.48M - $3.75M
|
34.9K
$23.1M
|