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 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
231+ 5.66% |
$143K - $154K
|
4.31K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
226+ 3.29% |
$140K - $151K
|
7.09K
$4.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
225+ 5.95% |
$139K - $150K
|
4.01K
$2.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
223+ 6.63% |
$138K - $149K
|
3.58K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
218+ 3.32% |
$135K - $145K
|
6.79K
$4.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
218+ 7.74% |
$135K - $145K
|
3.03K
$2.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
216+ 3.01% |
$133K - $144K
|
7.39K
$5.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
212+ 0.63% |
$131K - $141K
|
33.9K
$23.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
210+ 56.76% |
$130K - $140K
|
580
$396K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
209+ 1.63% |
$129K - $139K
|
13K
$8.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
208+ 4.99% |
$128K - $139K
|
4.38K
$2.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
208+ 6.98% |
$128K - $139K
|
3.19K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
207New |
$128K - $138K
|
207
$141K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
206+ 3.79% |
$127K - $137K
|
5.65K
$3.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
205+ 20.92% |
$127K - $137K
|
1.19K
$810K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
205+ 0.92% |
$127K - $137K
|
22.4K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
203+ 0.87% |
$125K - $135K
|
23.6K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
202+ 11.18% |
$125K - $135K
|
2.01K
$1.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
200+ 0.92% |
$124K - $133K
|
22.1K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
196+ 8.01% |
$121K - $131K
|
2.64K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
BUY
|
- |
193+ 5.56% |
$119K - $129K
|
3.66K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
193+ 0.82% |
$119K - $129K
|
23.9K
$16.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
193+ 4.57% |
$119K - $129K
|
4.42K
$3.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
192+ 1.02% |
$119K - $128K
|
19.1K
$13.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
192+ 4.78% |
$119K - $128K
|
4.21K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
191+ 24.33% |
$118K - $127K
|
976
$667K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
190+ 0.55% |
$117K - $127K
|
34.9K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
190+ 13.99% |
$117K - $127K
|
1.55K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
189+ 25.58% |
$117K - $126K
|
928
$634K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
188+ 1.5% |
$116K - $125K
|
12.7K
$8.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
188+ 0.74% |
$116K - $125K
|
25.5K
$17.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
186+ 4.21% |
$115K - $124K
|
4.61K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
185+ 2.75% |
$114K - $123K
|
6.91K
$4.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
184+ 14.32% |
$114K - $123K
|
1.47K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
182+ 1.45% |
$112K - $121K
|
12.7K
$8.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
181+ 3.93% |
$112K - $121K
|
4.79K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
176+ 10.41% |
$109K - $117K
|
1.87K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
175+ 6.14% |
$108K - $117K
|
3.02K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
173+ 6.38% |
$107K - $115K
|
2.88K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
172+ 6.72% |
$106K - $115K
|
2.73K
$1.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
168+ 19.56% |
$104K - $112K
|
1.03K
$702K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
165+ 5.88% |
$102K - $110K
|
2.97K
$2.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
162+ 46.29% |
$100K - $108K
|
512
$350K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
159+ 2.04% |
$98.2K - $106K
|
7.95K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
158+ 0.62% |
$97.6K - $105K
|
25.8K
$17.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
157+ 0.78% |
$97K - $105K
|
20.2K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
156+ 0.28% |
$96.4K - $104K
|
56.9K
$38.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
154+ 17.66% |
$95.1K - $103K
|
1.03K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
153+ 3.8% |
$94.5K - $102K
|
4.18K
$2.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
152+ 9.92% |
$93.9K - $101K
|
1.69K
$1.15M
|