Purchases and Sales Made in Q3 2025 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Freestate Advisors LLC

Overland Park, KS
BUY
 -
1.69K
+ 46.47%
$1.05M - $1.13M
5.34K $3.53M
Oct 17, 2025 Q3 2025
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.65K
+ 7.32%
$1.02M - $1.1M
24.2K $16M
Oct 17, 2025 Q3 2025
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
1.65K
+ 16.45%
$1.02M - $1.1M
11.7K $7.71M
Oct 17, 2025 Q3 2025
Institute For Wealth Management, Llc.

BUY
 -
1.64K
+ 17.58%
$1.01M - $1.09M
10.9K $7.23M
Oct 08, 2025 Q3 2025
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.55K
+ 26.7%
$956K - $1.03M
7.35K $4.85M
Oct 06, 2025 Q3 2025
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
1.51K
+ 49.3%
$931K - $1.01M
4.57K $3.02M
Oct 10, 2025 Q3 2025
Ryan Investment Management, Inc.

Basalt, CO
BUY
 -
1.51K
+ 7.19%
$931K - $1.01M
22.5K $14.9M
Oct 10, 2025 Q3 2025
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.45K
+ 1.89%
$895K - $966K
78.1K $51.6M
Oct 15, 2025 Q3 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.42K
+ 2.47%
$875K - $944K
58.8K $38.8M
Oct 06, 2025 Q3 2025
Gradient Investments LLC

BUY
 -
1.4K
+ 172.36%
$867K - $936K
2.22K $1.46M
Oct 14, 2025 Q3 2025
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
1.24K
New
$767K - $828K
1.24K $820K
Oct 17, 2025 Q3 2025
Nova Point Capital, LLC

BUY
 -
1.12K
New
$691K - $746K
1.12K $739K
Oct 15, 2025 Q3 2025
Busey Wealth Management

BUY
 -
1.09K
+ 0.84%
$673K - $727K
130K $86.2M
Oct 15, 2025 Q3 2025
Curbstone Financial Management Corp

BUY
 -
1.06K
+ 18.66%
$657K - $710K
6.77K $4.47M
Oct 06, 2025 Q3 2025
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.05K
+ 3.27%
$645K - $697K
33K $21.8M
Oct 06, 2025 Q3 2025
Moody National Bank Trust Division

BUY
 -
1.03K
+ 8.26%
$635K - $686K
13.5K $8.9M
Oct 15, 2025 Q3 2025
Cadent Capital Advisors, LLC

BUY
 -
1.01K
New
$622K - $672K
1.01K $665K
Oct 17, 2025 Q3 2025
Eagle Bay Advisors LLC

New York, NY
BUY
 -
993
+ 139.86%
$613K - $662K
1.7K $1.13M
Oct 02, 2025 Q3 2025
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
912
+ 10.96%
$563K - $608K
9.24K $6.1M
Oct 15, 2025 Q3 2025
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
882
+ 4.98%
$545K - $588K
18.6K $12.3M
Oct 09, 2025 Q3 2025
Meadowbrook Wealth Management, LLC

Garden City, NY
BUY
 -
855
New
$528K - $570K
855 $565K
Oct 16, 2025 Q3 2025
Ellsworth Advisors, LLC

BUY
 -
831
+ 201.21%
$513K - $554K
1.24K $822K
Oct 16, 2025 Q3 2025
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
788
+ 16.6%
$487K - $525K
5.54K $3.66M
Oct 09, 2025 Q3 2025
Mc Hugh Group, LLC

Bratenahl, OH
BUY
 -
777
+ 2.56%
$480K - $518K
31.1K $20.6M
Oct 09, 2025 Q3 2025
Advisor Net Financial, Inc

BUY
 -
744
+ 2.66%
$460K - $496K
28.7K $19M
Oct 10, 2025 Q3 2025
Charles Schwab Trust CO

BUY
 -
742
+ 19.51%
$458K - $495K
4.55K $3M
Oct 14, 2025 Q3 2025
Hwg Holdings LP

Houston, TX
BUY
 -
721
New
$445K - $481K
721 $476K
Oct 17, 2025 Q3 2025
Montgomery Investment Management Inc

BUY
 -
716
New
$442K - $477K
716 $473K
Oct 17, 2025 Q3 2025
Fsc Wealth Advisors, LLC

BUY
 -
689
+ 2.5%
$426K - $459K
28.3K $18.7M
Oct 14, 2025 Q3 2025
Foster Group, Inc.

BUY
 -
623
+ 56.64%
$385K - $415K
1.72K $1.14M
Oct 17, 2025 Q3 2025
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
618
+ 2.72%
$382K - $412K
23.4K $15.4M
Oct 14, 2025 Q3 2025
Kelly Financial Services LLC

Braintree, MA
BUY
 -
562
+ 23.83%
$347K - $375K
2.92K $1.93M
Oct 10, 2025 Q3 2025
Tlwm

San Antonio, TX
BUY
 -
555
+ 0.32%
$343K - $370K
173K $114M
Oct 14, 2025 Q3 2025
Welch Group, LLC

BUY
 -
540
+ 10.69%
$334K - $360K
5.59K $3.69M
Oct 14, 2025 Q3 2025
Apeiron Ria LLC

BUY
 -
536
+ 36.31%
$331K - $357K
2.01K $1.33M
Oct 17, 2025 Q3 2025
J. L. Bainbridge & Co., Inc.

BUY
 -
503
+ 29.82%
$311K - $335K
2.19K $1.45M
Oct 06, 2025 Q3 2025
Inspirion Wealth Advisors, LLC

BUY
 -
497
+ 8.2%
$307K - $331K
6.56K $4.33M
Oct 16, 2025 Q3 2025
Capital Advisors, Ltd. LLC

BUY
 -
485
+ 0.41%
$300K - $323K
120K $79.1M
Oct 14, 2025 Q3 2025
Taylor & Morgan Wealth Management, LLC

BUY
 -
482
+ 1.08%
$298K - $321K
45K $29.7M
Oct 09, 2025 Q3 2025
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
474
+ 10.6%
$293K - $316K
4.95K $3.27M
Oct 08, 2025 Q3 2025
Osprey Private Wealth LLC

New York, NY
BUY
 -
462
+ 27.75%
$285K - $308K
2.13K $1.41M
Oct 09, 2025 Q3 2025
Dynamic Advisor Solutions LLC

BUY
 -
459
+ 1.7%
$284K - $306K
27.5K $18.2M
Oct 16, 2025 Q3 2025
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
456
+ 7.67%
$282K - $304K
6.4K $4.23M
Oct 09, 2025 Q3 2025
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
454
+ 5.65%
$280K - $303K
8.49K $5.61M
Oct 10, 2025 Q3 2025
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
451
+ 17.38%
$279K - $301K
3.05K $2.01M
Oct 14, 2025 Q3 2025
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
440
New
$272K - $293K
440 $291K
Oct 14, 2025 Q3 2025
Key Client Fiduciary Advisors, LLC

BUY
 -
434
+ 3.69%
$268K - $289K
12.2K $8.06M
Oct 08, 2025 Q3 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
429
New
$265K - $286K
429 $283K
Oct 14, 2025 Q3 2025
J2 Capital Management Inc

BUY
 -
419
+ 39.42%
$259K - $279K
1.48K $979K

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