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
|
Seelaus Asset Management LLC
|
BUY
|
- |
152+ 1.63% |
$93.9K - $101K
|
9.5K
$6.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
152+ 10.4% |
$93.9K - $101K
|
1.61K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
150+ 14.55% |
$92.6K - $100K
|
1.18K
$807K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
150New |
$92.6K - $100K
|
150
$103K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
146+ 2.04% |
$90.2K - $97.4K
|
7.31K
$5M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
146+ 2.03% |
$90.2K - $97.4K
|
7.35K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
146+ 3.01% |
$90.2K - $97.4K
|
4.99K
$3.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
145+ 0.7% |
$89.6K - $96.7K
|
21K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
143+ 0.62% |
$88.3K - $95.4K
|
23.1K
$15.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
142+ 26.94% |
$87.7K - $94.7K
|
669
$457K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
141+ 1.45% |
$87.1K - $94K
|
9.83K
$6.72M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
140+ 6.15% |
$86.5K - $93.4K
|
2.42K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
139+ 20.17% |
$85.9K - $92.7K
|
828
$566K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
137+ 1.28% |
$84.6K - $91.4K
|
10.8K
$7.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
136+ 6.6% |
$84K - $90.7K
|
2.2K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 4.3% |
$83.4K - $90K
|
3.28K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
135+ 0.69% |
$83.4K - $90K
|
19.7K
$13.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
135+ 27.66% |
$83.4K - $90K
|
623
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
134+ 0.5% |
$82.8K - $89.4K
|
26.8K
$18.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
134+ 0.83% |
$82.8K - $89.4K
|
16.3K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
134+ 2.24% |
$82.8K - $89.4K
|
6.11K
$4.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
134+ 0.14% |
$82.8K - $89.4K
|
95.2K
$65M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
132+ 3.86% |
$81.5K - $88K
|
3.55K
$2.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
131+ 1.57% |
$80.9K - $87.4K
|
8.46K
$5.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
131+ 0.25% |
$80.9K - $87.4K
|
52.6K
$35.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
131+ 5.4% |
$80.9K - $87.4K
|
2.56K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
130+ 2.76% |
$80.3K - $86.7K
|
4.84K
$3.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
130+ 20.22% |
$80.3K - $86.7K
|
773
$528K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
129+ 19.72% |
$79.7K - $86K
|
783
$535K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
126+ 0.63% |
$77.8K - $84K
|
20.2K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
126+ 6.98% |
$77.8K - $84K
|
1.93K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
122+ 0.63% |
$75.4K - $81.4K
|
19.6K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
122+ 56.48% |
$75.4K - $81.4K
|
338
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
122+ 10.08% |
$75.4K - $81.4K
|
1.33K
$910K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
118+ 4.08% |
$72.9K - $78.7K
|
3.01K
$2.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
118+ 3.37% |
$72.9K - $78.7K
|
3.62K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
117+ 11.36% |
$72.3K - $78K
|
1.15K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
117+ 1.02% |
$72.3K - $78K
|
11.6K
$7.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
117+ 8.22% |
$72.3K - $78K
|
1.54K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
116+ 5.34% |
$71.6K - $77.4K
|
2.29K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
113+ 1.05% |
$69.8K - $75.4K
|
10.9K
$7.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
112+ 2.01% |
$69.2K - $74.7K
|
5.7K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
112+ 13.22% |
$69.2K - $74.7K
|
959
$655K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
110+ 3.62% |
$67.9K - $73.4K
|
3.15K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
110+ 1.15% |
$67.9K - $73.4K
|
9.7K
$6.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
110+ 3.77% |
$67.9K - $73.4K
|
3.03K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
108+ 3.12% |
$66.7K - $72K
|
3.57K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
107+ 1.88% |
$66.1K - $71.4K
|
5.81K
$3.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
105+ 2.85% |
$64.9K - $70K
|
3.79K
$2.59M
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
103+ 1.71% |
$63.6K - $68.7K
|
6.12K
$4.18M
|