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 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-61- 1.36% |
$37.7K - $40.7K
|
4.42K
$2.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-61- 0.39% |
$37.7K - $40.7K
|
15.5K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-62- 0.39% |
$38.3K - $41.3K
|
16K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-62- 2.25% |
$38.3K - $41.3K
|
2.69K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-64- 17.11% |
$39.5K - $42.7K
|
310
$205K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-65- 0.51% |
$40.1K - $43.3K
|
12.7K
$8.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-68- 0.48% |
$42K - $45.3K
|
14.1K
$9.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-70- 2.21% |
$43.2K - $46.7K
|
3.09K
$2.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-71- 0.92% |
$43.9K - $47.3K
|
7.65K
$5.06M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-73- 10.56% |
$45.1K - $48.7K
|
618
$408K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-74- 27.01% |
$45.7K - $49.3K
|
200
$132K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-79- 1.69% |
$48.8K - $52.7K
|
4.59K
$3.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-79- 4.18% |
$48.8K - $52.7K
|
1.81K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-81- 0.41% |
$50K - $54K
|
19.6K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-81- 24.18% |
$50K - $54K
|
254
$168K
|
|
|
Oct 08, 2025
Q3 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-88- 10.99% |
$54.4K - $58.7K
|
713
$471K
|
|
|
Oct 09, 2025
Q3 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-88- 1.23% |
$54.4K - $58.7K
|
7.06K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-89- 1.91% |
$55K - $59.3K
|
4.57K
$3.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-92- 4.43% |
$56.8K - $61.3K
|
1.98K
$1.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-92- 10.34% |
$56.8K - $61.3K
|
798
$527K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-95- 14.5% |
$58.7K - $63.3K
|
560
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-97- 14.16% |
$59.9K - $64.7K
|
588
$388K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-97- 68.31% |
$59.9K - $64.7K
|
45
$29.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-100- 10.32% |
$61.8K - $66.7K
|
869
$574K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-106- 1.44% |
$65.5K - $70.7K
|
7.25K
$4.79M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-108- 14.61% |
$66.7K - $72K
|
631
$417K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-109- 1.14% |
$67.3K - $72.7K
|
9.48K
$6.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-109- 0.72% |
$67.3K - $72.7K
|
15.1K
$9.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-111- 17.13% |
$68.6K - $74K
|
537
$355K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-111- 4.53% |
$68.6K - $74K
|
2.34K
$1.55M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-113- 5.14% |
$69.8K - $75.4K
|
2.09K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-126- 2.02% |
$77.8K - $84K
|
6.11K
$4.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-126- 0.72% |
$77.8K - $84K
|
17.5K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-130- 5.44% |
$80.3K - $86.7K
|
2.26K
$1.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-130- 6.75% |
$80.3K - $86.7K
|
1.8K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-131- 2.16% |
$80.9K - $87.4K
|
5.93K
$3.92M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-133- 0.6% |
$82.1K - $88.7K
|
22.2K
$14.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-133- 21.42% |
$82.1K - $88.7K
|
488
$322K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-133- 16.22% |
$82.1K - $88.7K
|
687
$454K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-134- 11.0% |
$82.8K - $89.4K
|
1.08K
$716K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-139- 4.23% |
$85.9K - $92.7K
|
3.14K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-140- 2.33% |
$86.5K - $93.4K
|
5.87K
$3.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-143- 19.22% |
$88.3K - $95.4K
|
601
$397K
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-145- 1.45% |
$89.6K - $96.7K
|
9.86K
$6.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-145- 0.35% |
$89.6K - $96.7K
|
40.9K
$27M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-146- 2.83% |
$90.2K - $97.4K
|
5.01K
$3.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-146- 2.19% |
$90.2K - $97.4K
|
6.51K
$4.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-150- 10.13% |
$92.6K - $100K
|
1.33K
$879K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-157- 1.93% |
$97K - $105K
|
7.99K
$5.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-159- 4.88% |
$98.2K - $106K
|
3.1K
$2.05M
|