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 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
417+ 11.03% |
$258K - $278K
|
4.2K
$2.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
390+ 2.62% |
$241K - $260K
|
15.3K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
388New |
$240K - $259K
|
388
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
388+ 17.0% |
$240K - $259K
|
2.67K
$1.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
386+ 36.52% |
$238K - $257K
|
1.44K
$953K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
376+ 4.37% |
$232K - $251K
|
8.98K
$5.93M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
376+ 1.25% |
$232K - $251K
|
30.5K
$20.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
373+ 5.93% |
$230K - $249K
|
6.67K
$4.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
371New |
$229K - $247K
|
371
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
365+ 10.19% |
$225K - $243K
|
3.95K
$2.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
365+ 7.97% |
$225K - $243K
|
4.94K
$3.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
363New |
$224K - $242K
|
363
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
360New |
$222K - $240K
|
360
$238K
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
BUY
|
- |
356+ 4.26% |
$220K - $237K
|
8.71K
$5.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
356+ 15.96% |
$220K - $237K
|
2.59K
$1.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
352+ 2.14% |
$217K - $235K
|
16.8K
$11.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
347+ 28.35% |
$214K - $231K
|
1.57K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
347+ 7.78% |
$214K - $231K
|
4.81K
$3.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
344+ 53.58% |
$212K - $229K
|
986
$651K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
340+ 1.16% |
$210K - $227K
|
29.6K
$19.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
325+ 7.65% |
$201K - $217K
|
4.57K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
323+ 1.34% |
$200K - $215K
|
24.4K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
323+ 30.97% |
$200K - $215K
|
1.37K
$902K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
317New |
$196K - $211K
|
317
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
316+ 14.17% |
$195K - $211K
|
2.55K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
313New |
$193K - $209K
|
313
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
304+ 74.51% |
$188K - $203K
|
712
$470K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
290+ 17.97% |
$179K - $193K
|
1.9K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
284+ 40.34% |
$175K - $189K
|
988
$653K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
280+ 126.7% |
$173K - $187K
|
501
$331K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
277+ 2.02% |
$171K - $185K
|
14K
$9.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
266+ 30.47% |
$164K - $177K
|
1.14K
$752K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
266+ 20.94% |
$164K - $177K
|
1.54K
$1.01M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
265+ 47.66% |
$164K - $177K
|
821
$542K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
259+ 8.31% |
$160K - $173K
|
3.38K
$2.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
250+ 2.94% |
$154K - $167K
|
8.76K
$5.79M
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
243+ 15.07% |
$150K - $162K
|
1.86K
$1.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
238+ 0.72% |
$147K - $159K
|
33.1K
$21.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
237+ 3.0% |
$146K - $158K
|
8.15K
$5.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
235+ 0.46% |
$145K - $157K
|
51.5K
$34M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
232+ 3.6% |
$143K - $155K
|
6.68K
$4.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
231+ 7.03% |
$143K - $154K
|
3.52K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
231New |
$143K - $154K
|
231
$153K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
225+ 5.95% |
$139K - $150K
|
4.01K
$2.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
216+ 3.01% |
$133K - $144K
|
7.39K
$4.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
210+ 56.76% |
$130K - $140K
|
580
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
208+ 4.99% |
$128K - $139K
|
4.38K
$2.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
200+ 0.92% |
$124K - $133K
|
22.1K
$14.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
BUY
|
- |
193+ 5.56% |
$119K - $129K
|
3.66K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
192+ 1.02% |
$119K - $128K
|
19.1K
$12.6M
|