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
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 1.73% |
$11.1K - $12K
|
1.03K
$677K
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-19- 1.85% |
$11.7K - $12.7K
|
1.01K
$667K
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-20- 1.74% |
$12.4K - $13.3K
|
1.13K
$746K
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-21- 0.56% |
$13K - $14K
|
3.74K
$2.47M
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-21- 5.79% |
$13K - $14K
|
342
$226K
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-22- 1.61% |
$13.6K - $14.7K
|
1.34K
$887K
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.07% |
$14.2K - $15.3K
|
34.4K
$22.7M
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-23- 1.07% |
$14.2K - $15.3K
|
2.12K
$1.4M
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-25- 0.42% |
$15.4K - $16.7K
|
5.98K
$3.95M
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-25- 4.73% |
$15.4K - $16.7K
|
504
$333K
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-25- 0.44% |
$15.4K - $16.7K
|
5.69K
$3.76M
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
SELL
|
- |
-25- 1.31% |
$15.4K - $16.7K
|
1.88K
$1.24M
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-25- 0.39% |
$15.4K - $16.7K
|
6.37K
$4.2M
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-25- 5.25% |
$15.4K - $16.7K
|
451
$298K
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-26- 0.18% |
$16.1K - $17.3K
|
14.6K
$9.67M
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-28- 0.06% |
$17.3K - $18.7K
|
47.5K
$31.3M
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 1.51% |
$17.9K - $19.3K
|
1.89K
$1.25M
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-30- 36.14% |
$18.5K - $20K
|
53
$35K
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.98% |
$20.4K - $22K
|
3.34K
$2.21M
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-35- 1.88% |
$21.6K - $23.3K
|
1.82K
$1.2M
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-35- 1.08% |
$21.6K - $23.3K
|
3.2K
$2.12M
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-35- 4.53% |
$21.6K - $23.3K
|
737
$487K
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-35- 5.34% |
$21.6K - $23.3K
|
620
$410K
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
SELL
|
- |
-38- 5.54% |
$23.5K - $25.3K
|
648
$428K
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-39- 2.79% |
$24.1K - $26K
|
1.36K
$897K
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-39- 1.45% |
$24.1K - $26K
|
2.65K
$1.75M
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-41- 3.48% |
$25.3K - $27.3K
|
1.14K
$750K
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42- 7.88% |
$25.9K - $28K
|
491
$324K
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-43- 1.15% |
$26.6K - $28.7K
|
3.71K
$2.45M
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-43- 2.63% |
$26.6K - $28.7K
|
1.6K
$1.05M
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-43- 0.2% |
$26.6K - $28.7K
|
21.5K
$14.2M
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-43- 6.25% |
$26.6K - $28.7K
|
645
$426K
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-44- 0.17% |
$27.2K - $29.3K
|
26K
$17.1M
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-45- 0.68% |
$27.8K - $30K
|
6.62K
$4.37M
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-45- 0.99% |
$27.8K - $30K
|
4.5K
$2.97M
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-46- 11.47% |
$28.4K - $30.7K
|
355
$235K
|
|
Oct 09, 2025
Q3 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-46- 0.14% |
$28.4K - $30.7K
|
33.6K
$22.2M
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-48- 5.31% |
$29.6K - $32K
|
856
$566K
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 7.63% |
$30.9K - $33.3K
|
605
$400K
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-50- 13.33% |
$30.9K - $33.3K
|
325
$215K
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 0.4% |
$30.9K - $33.3K
|
12.5K
$8.25M
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-51- 2.49% |
$31.5K - $34K
|
2K
$1.32M
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-53- 4.5% |
$32.7K - $35.3K
|
1.12K
$743K
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-53- 1.7% |
$32.7K - $35.3K
|
3.06K
$2.02M
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-55- 0.56% |
$34K - $36.7K
|
9.7K
$6.41M
|
|
Oct 07, 2025
Q3 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-56- 1.67% |
$34.6K - $37.3K
|
3.31K
$2.18M
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-57- 0.12% |
$35.2K - $38K
|
45.7K
$30.2M
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-59- 14.36% |
$36.4K - $39.3K
|
352
$233K
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-60- 0.1% |
$37.1K - $40K
|
57.7K
$38.1M
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-60- 3.28% |
$37.1K - $40K
|
1.77K
$1.17M
|