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
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1- 0.17% |
$618 - $667
|
603
$398K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2- 0.38% |
$1.24K - $1.33K
|
519
$343K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2- 0.06% |
$1.24K - $1.33K
|
3.5K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2- 0.04% |
$1.24K - $1.33K
|
4.61K
$3.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-2- 0.01% |
$1.24K - $1.33K
|
34.8K
$23M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.25% |
$1.85K - $2K
|
1.21K
$799K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-3- 0.2% |
$1.85K - $2K
|
1.5K
$992K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.02% |
$1.85K - $2K
|
18K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-4- 0.46% |
$2.47K - $2.67K
|
870
$575K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.02K
$1.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.03K
$1.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5- 0.24% |
$3.09K - $3.33K
|
2.05K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5- 1.22% |
$3.09K - $3.33K
|
404
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5- 0.56% |
$3.09K - $3.33K
|
880
$581K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-5- 0.18% |
$3.09K - $3.33K
|
2.72K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6- 0.25% |
$3.71K - $4K
|
2.42K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6- 0.97% |
$3.71K - $4K
|
614
$406K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-6- 1.01% |
$3.71K - $4K
|
587
$388K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$4.32K - $4.67K
|
4.54K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.28% |
$4.32K - $4.67K
|
540
$357K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.83% |
$4.94K - $5.33K
|
954
$630K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8- 0.04% |
$4.94K - $5.33K
|
21.5K
$14.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-8- 0.22% |
$4.94K - $5.33K
|
3.57K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-8- 12.9% |
$4.94K - $5.33K
|
54
$35.7K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 10.81% |
$4.94K - $5.33K
|
66
$43.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-9- 0.42% |
$5.56K - $6K
|
2.15K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.47% |
$6.18K - $6.67K
|
2.13K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 1.16% |
$6.18K - $6.67K
|
852
$563K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-10- 0.03% |
$6.18K - $6.67K
|
38.7K
$25.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-10- 0.38% |
$6.18K - $6.67K
|
2.65K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.01% |
$6.18K - $6.67K
|
983
$649K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.1% |
$6.18K - $6.67K
|
9.7K
$6.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-10- 1.88% |
$6.18K - $6.67K
|
522
$345K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-10- 0.31% |
$6.18K - $6.67K
|
3.22K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$6.18K - $6.67K
|
7.48K
$4.94M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.19% |
$6.79K - $7.34K
|
5.81K
$3.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-11- 2.61% |
$6.79K - $7.34K
|
410
$271K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-12- 1.27% |
$7.41K - $8K
|
935
$618K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-12- 0.04% |
$7.41K - $8K
|
26.8K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-14- 3.59% |
$8.65K - $9.34K
|
376
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-15- 0.49% |
$9.26K - $10K
|
3.08K
$2.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15- 2.16% |
$9.26K - $10K
|
679
$449K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-15- 0.4% |
$9.26K - $10K
|
3.69K
$2.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-16- 2.63% |
$9.88K - $10.7K
|
593
$392K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-16- 0.51% |
$9.88K - $10.7K
|
3.13K
$2.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-16- 94.12% |
$9.88K - $10.7K
|
1
$661
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-16- 0.42% |
$9.88K - $10.7K
|
3.81K
$2.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-16- 0.59% |
$9.88K - $10.7K
|
2.7K
$1.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 0.4% |
$10.5K - $11.3K
|
4.28K
$2.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-18- 1.53% |
$11.1K - $12K
|
1.16K
$764K
|