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 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
103+ 22.25% |
$63.6K - $68.7K
|
566
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
100+ 25.38% |
$61.8K - $66.7K
|
494
$338K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
100+ 14.03% |
$61.8K - $66.7K
|
813
$556K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100+ 7.63% |
$61.8K - $66.7K
|
1.41K
$964K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100+ 22.57% |
$61.8K - $66.7K
|
543
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
100+ 2.06% |
$61.8K - $66.7K
|
4.95K
$3.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
99+ 16.75% |
$61.1K - $66K
|
690
$472K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
98+ 4.79% |
$60.5K - $65.4K
|
2.14K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
97+ 7.17% |
$59.9K - $64.7K
|
1.45K
$991K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
96+ 1.89% |
$59.3K - $64K
|
5.17K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
95+ 8.14% |
$58.7K - $63.3K
|
1.26K
$862K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
95+ 0.57% |
$58.7K - $63.3K
|
16.8K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
95+ 4.75% |
$58.7K - $63.3K
|
2.1K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
95+ 21.35% |
$58.7K - $63.3K
|
540
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
95+ 0.73% |
$58.7K - $63.3K
|
13.1K
$8.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
93+ 2.12% |
$57.4K - $62K
|
4.48K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
93+ 1.59% |
$57.4K - $62K
|
5.95K
$4.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
93+ 0.88% |
$57.4K - $62K
|
10.6K
$7.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
92+ 1.46% |
$56.8K - $61.3K
|
6.39K
$4.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
90+ 1.94% |
$55.6K - $60K
|
4.72K
$3.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
89+ 8.31% |
$55K - $59.3K
|
1.16K
$793K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
88New |
$54.4K - $58.7K
|
88
$60.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
86+ 1.81% |
$53.1K - $57.3K
|
4.85K
$3.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
83+ 1.13% |
$51.3K - $55.3K
|
7.4K
$5.06M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
83+ 1.31% |
$51.3K - $55.3K
|
6.43K
$4.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
82+ 2.37% |
$50.6K - $54.7K
|
3.55K
$2.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
81+ 0.35% |
$50K - $54K
|
23.1K
$15.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
81+ 14.06% |
$50K - $54K
|
657
$449K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
80+ 7.28% |
$49.4K - $53.3K
|
1.18K
$806K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
BUY
|
- |
80+ 2.35% |
$49.4K - $53.3K
|
3.48K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
80+ 2.67% |
$49.4K - $53.3K
|
3.08K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
80+ 0.48% |
$49.4K - $53.3K
|
16.6K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
80+ 2.93% |
$49.4K - $53.3K
|
2.81K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
79+ 9.96% |
$48.8K - $52.7K
|
872
$596K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
78+ 0.29% |
$48.2K - $52K
|
27.3K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
78+ 0.69% |
$48.2K - $52K
|
11.3K
$7.73M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
76+ 22.82% |
$46.9K - $50.7K
|
409
$279K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 1.19% |
$46.3K - $50K
|
6.39K
$4.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
75+ 0.13% |
$46.3K - $50K
|
58.3K
$39.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 3.51% |
$46.3K - $50K
|
2.21K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
72+ 1.66% |
$44.5K - $48K
|
4.4K
$3.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.92% |
$43.9K - $47.3K
|
7.77K
$5.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
71+ 1.47% |
$43.9K - $47.3K
|
4.91K
$3.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
71+ 1.21% |
$43.9K - $47.3K
|
5.95K
$4.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
70+ 4.95% |
$43.2K - $46.7K
|
1.48K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
70+ 0.51% |
$43.2K - $46.7K
|
13.9K
$9.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
67+ 1.51% |
$41.4K - $44.7K
|
4.52K
$3.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
66+ 0.54% |
$40.8K - $44K
|
12.3K
$8.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 2.27% |
$40.1K - $43.3K
|
2.93K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
65+ 0.25% |
$40.1K - $43.3K
|
26.5K
$18.1M
|