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
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
189+ 25.58% |
$117K - $126K
|
928
$613K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
184+ 14.32% |
$114K - $123K
|
1.47K
$970K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
182+ 1.45% |
$112K - $121K
|
12.7K
$8.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
181+ 3.93% |
$112K - $121K
|
4.79K
$3.16M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
162+ 46.29% |
$100K - $108K
|
512
$338K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
159+ 2.04% |
$98.2K - $106K
|
7.95K
$5.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
150+ 14.55% |
$92.6K - $100K
|
1.18K
$780K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
146+ 2.04% |
$90.2K - $97.4K
|
7.31K
$4.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
145+ 0.7% |
$89.6K - $96.7K
|
21K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 4.3% |
$83.4K - $90K
|
3.28K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
131+ 0.25% |
$80.9K - $87.4K
|
52.6K
$34.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
131+ 5.4% |
$80.9K - $87.4K
|
2.56K
$1.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
131+ 1.57% |
$80.9K - $87.4K
|
8.46K
$5.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
130+ 20.22% |
$80.3K - $86.7K
|
773
$511K
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
130+ 2.76% |
$80.3K - $86.7K
|
4.84K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
126+ 0.63% |
$77.8K - $84K
|
20.2K
$13.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
118+ 4.08% |
$72.9K - $78.7K
|
3.01K
$1.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
118+ 3.37% |
$72.9K - $78.7K
|
3.62K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
116+ 5.34% |
$71.6K - $77.4K
|
2.29K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
103+ 22.25% |
$63.6K - $68.7K
|
566
$374K
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
103+ 1.71% |
$63.6K - $68.7K
|
6.12K
$4.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
99+ 16.75% |
$61.1K - $66K
|
690
$456K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
98+ 4.79% |
$60.5K - $65.4K
|
2.14K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
95+ 8.14% |
$58.7K - $63.3K
|
1.26K
$834K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
93+ 2.12% |
$57.4K - $62K
|
4.48K
$2.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
92+ 1.46% |
$56.8K - $61.3K
|
6.39K
$4.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
90+ 1.94% |
$55.6K - $60K
|
4.72K
$3.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
80+ 2.67% |
$49.4K - $53.3K
|
3.08K
$2.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
BUY
|
- |
80+ 2.35% |
$49.4K - $53.3K
|
3.48K
$2.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
80+ 7.28% |
$49.4K - $53.3K
|
1.18K
$779K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
78+ 0.29% |
$48.2K - $52K
|
27.3K
$18.1M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
76+ 22.82% |
$46.9K - $50.7K
|
409
$270K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 1.19% |
$46.3K - $50K
|
6.39K
$4.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
72+ 1.66% |
$44.5K - $48K
|
4.4K
$2.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
71+ 1.21% |
$43.9K - $47.3K
|
5.95K
$3.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.92% |
$43.9K - $47.3K
|
7.77K
$5.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
71+ 1.47% |
$43.9K - $47.3K
|
4.91K
$3.24M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 2.27% |
$40.1K - $43.3K
|
2.93K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
64+ 0.2% |
$39.5K - $42.7K
|
32.7K
$21.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
63+ 0.26% |
$38.9K - $42K
|
24.5K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
62+ 1.6% |
$38.3K - $41.3K
|
3.94K
$2.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
62+ 17.56% |
$38.3K - $41.3K
|
415
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
61+ 4.59% |
$37.7K - $40.7K
|
1.39K
$918K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
58+ 0.56% |
$35.8K - $38.7K
|
10.5K
$6.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
57+ 0.56% |
$35.2K - $38K
|
10.2K
$6.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56+ 1.86% |
$34.6K - $37.3K
|
3.07K
$2.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
56+ 5.71% |
$34.6K - $37.3K
|
1.04K
$685K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
54+ 0.13% |
$33.4K - $36K
|
42.8K
$28.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
53+ 10.08% |
$32.7K - $35.3K
|
579
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51+ 1.4% |
$31.5K - $34K
|
3.71K
$2.45M
|