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
|
Toth Financial Advisory Corp
|
BUY
|
- |
51+ 2.52% |
$31.5K - $34K
|
2.08K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
50+ 4.12% |
$30.9K - $33.3K
|
1.26K
$835K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
49+ 0.44% |
$30.3K - $32.7K
|
11.3K
$7.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
49+ 2.89% |
$30.3K - $32.7K
|
1.74K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
48+ 0.46% |
$29.6K - $32K
|
10.5K
$6.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 0.54% |
$29.6K - $32K
|
8.9K
$5.88M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
48+ 0.48% |
$29.6K - $32K
|
10.1K
$6.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
46+ 2.04% |
$28.4K - $30.7K
|
2.3K
$1.52M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
46+ 6.76% |
$28.4K - $30.7K
|
726
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
44+ 0.73% |
$27.2K - $29.3K
|
6.1K
$4.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
43+ 1.09% |
$26.6K - $28.7K
|
4K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
41+ 1.14% |
$25.3K - $27.3K
|
3.63K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.21% |
$24.1K - $26K
|
18.4K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
38+ 6.08% |
$23.5K - $25.3K
|
663
$438K
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
38+ 2.67% |
$23.5K - $25.3K
|
1.46K
$964K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
37+ 6.21% |
$22.9K - $24.7K
|
633
$418K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
37+ 0.73% |
$22.9K - $24.7K
|
5.13K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
36+ 0.15% |
$22.2K - $24K
|
24.4K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
36+ 0.32% |
$22.2K - $24K
|
11.4K
$7.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34+ 0.59% |
$21K - $22.7K
|
5.79K
$3.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
27+ 3.59% |
$16.7K - $18K
|
780
$515K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
27+ 1.13% |
$16.7K - $18K
|
2.41K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
27+ 4.37% |
$16.7K - $18K
|
645
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
27+ 0.14% |
$16.7K - $18K
|
19.8K
$13.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
26+ 2.04% |
$16.1K - $17.3K
|
1.3K
$858K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.02% |
$16.1K - $17.3K
|
2.57K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
25+ 0.37% |
$15.4K - $16.7K
|
6.79K
$4.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
25+ 6.19% |
$15.4K - $16.7K
|
429
$283K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
24+ 0.32% |
$14.8K - $16K
|
7.49K
$4.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24+ 1.4% |
$14.8K - $16K
|
1.73K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
23+ 0.48% |
$14.2K - $15.3K
|
4.79K
$3.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
23+ 0.64% |
$14.2K - $15.3K
|
3.63K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 3.1% |
$14.2K - $15.3K
|
764
$505K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23+ 2.75% |
$14.2K - $15.3K
|
859
$567K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
22+ 0.7% |
$13.6K - $14.7K
|
3.17K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
21+ 2.77% |
$13K - $14K
|
780
$515K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.36% |
$13K - $14K
|
5.86K
$3.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
20+ 4.81% |
$12.4K - $13.3K
|
436
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
18+ 0.92% |
$11.1K - $12K
|
1.96K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 3.64% |
$11.1K - $12K
|
512
$338K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$10.5K - $11.3K
|
16.6K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 4.3% |
$9.88K - $10.7K
|
388
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15+ 0.68% |
$9.26K - $10K
|
2.23K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
15+ 0.26% |
$9.26K - $10K
|
5.7K
$3.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13+ 0.78% |
$8.03K - $8.67K
|
1.68K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$8.03K - $8.67K
|
7.29K
$4.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
12+ 0.42% |
$7.41K - $8K
|
2.84K
$1.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
11+ 5.45% |
$6.79K - $7.34K
|
213
$141K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 1.47% |
$6.18K - $6.67K
|
688
$455K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.3% |
$6.18K - $6.67K
|
3.36K
$2.22M
|