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 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.23% |
$6.18K - $6.67K
|
4.37K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10+ 0.15% |
$6.18K - $6.67K
|
6.61K
$4.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
10+ 0.74% |
$6.18K - $6.67K
|
1.36K
$895K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
10+ 0.97% |
$6.18K - $6.67K
|
1.04K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$6.18K - $6.67K
|
2.09K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10+ 0.91% |
$6.18K - $6.67K
|
1.11K
$733K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
9+ 2.32% |
$5.56K - $6K
|
397
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
9+ 0.82% |
$5.56K - $6K
|
1.1K
$727K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.44% |
$4.94K - $5.33K
|
1.85K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
8+ 1.04% |
$4.94K - $5.33K
|
774
$511K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
8+ 0.18% |
$4.94K - $5.33K
|
4.55K
$3.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
8+ 0.93% |
$4.94K - $5.33K
|
866
$572K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.26% |
$4.32K - $4.67K
|
2.68K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.17% |
$3.71K - $4K
|
3.61K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6+ 0.31% |
$3.71K - $4K
|
1.92K
$1.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.59% |
$3.71K - $4K
|
1.02K
$672K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6+ 0.09% |
$3.71K - $4K
|
6.44K
$4.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
5+ 0.25% |
$3.09K - $3.33K
|
2.02K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
5+ 0.25% |
$3.09K - $3.33K
|
2.01K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
5+ 0.02% |
$3.09K - $3.33K
|
20.3K
$13.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$3.09K - $3.33K
|
4.28K
$2.83M
|
|
|
Oct 02, 2025
Q3 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
5+ 0.11% |
$3.09K - $3.33K
|
4.67K
$3.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.25% |
$1.85K - $2K
|
1.21K
$797K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
3+ 0.11% |
$1.85K - $2K
|
2.65K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3+ 1.14% |
$1.85K - $2K
|
266
$176K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.28% |
$1.85K - $2K
|
1.07K
$708K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3+ 0.21% |
$1.85K - $2K
|
1.4K
$927K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.35% |
$1.85K - $2K
|
865
$571K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.05% |
$1.85K - $2K
|
6.63K
$4.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.25% |
$1.85K - $2K
|
1.2K
$791K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$1.24K - $1.33K
|
812
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$1.24K - $1.33K
|
1.11K
$731K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2+ 0.49% |
$1.24K - $1.33K
|
408
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.18% |
$618 - $667
|
543
$359K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$618 - $667
|
538
$355K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.03% |
$618 - $667
|
3.91K
$2.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$618 - $667
|
434
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1+ 0.07% |
$618 - $667
|
1.39K
$920K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1+ 0.21% |
$618 - $667
|
475
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.05% |
$618 - $667
|
1.88K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.2% |
$618 - $667
|
493
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$618 - $667
|
418
$276K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$618 - $667
|
985
$651K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.06% |
$618 - $667
|
1.78K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$618 - $667
|
1.13K
$749K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$618 - $667
|
4.07K
$2.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.25% |
$618 - $667
|
408
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.23% |
$618 - $667
|
441
$291K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$618 - $667
|
458
$303K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1- 0.09% |
$618 - $667
|
1.15K
$758K
|