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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
65+ 0.36% |
$40.1K - $43.3K
|
18.3K
$12.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
64+ 0.2% |
$39.5K - $42.7K
|
32.7K
$22.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
64+ 3.12% |
$39.5K - $42.7K
|
2.12K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
63+ 0.26% |
$38.9K - $42K
|
24.5K
$16.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
63+ 6.83% |
$38.9K - $42K
|
985
$673K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
62+ 17.56% |
$38.3K - $41.3K
|
415
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
62+ 1.6% |
$38.3K - $41.3K
|
3.94K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62+ 0.99% |
$38.3K - $41.3K
|
6.34K
$4.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
61+ 4.59% |
$37.7K - $40.7K
|
1.39K
$950K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
61+ 0.99% |
$37.7K - $40.7K
|
6.23K
$4.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
61+ 7.54% |
$37.7K - $40.7K
|
870
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
60+ 2.04% |
$37.1K - $40K
|
3K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
59+ 2.37% |
$36.4K - $39.3K
|
2.55K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
58+ 0.56% |
$35.8K - $38.7K
|
10.5K
$7.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
57+ 0.56% |
$35.2K - $38K
|
10.2K
$7M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56+ 1.86% |
$34.6K - $37.3K
|
3.07K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
56+ 5.71% |
$34.6K - $37.3K
|
1.04K
$709K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
56+ 12.81% |
$34.6K - $37.3K
|
493
$337K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
56+ 1.19% |
$34.6K - $37.3K
|
4.76K
$3.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
55+ 6.08% |
$34K - $36.7K
|
960
$656K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 10.42% |
$34K - $36.7K
|
583
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
55+ 0.94% |
$34K - $36.7K
|
5.92K
$4.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
54+ 0.13% |
$33.4K - $36K
|
42.8K
$29.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
54+ 0.7% |
$33.4K - $36K
|
7.72K
$5.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
54+ 0.78% |
$33.4K - $36K
|
6.96K
$4.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
53+ 10.08% |
$32.7K - $35.3K
|
579
$396K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
52+ 0.31% |
$32.1K - $34.7K
|
17K
$11.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
51+ 2.52% |
$31.5K - $34K
|
2.08K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51+ 1.4% |
$31.5K - $34K
|
3.71K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 5.09% |
$31.5K - $34K
|
1.05K
$720K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
51+ 0.33% |
$31.5K - $34K
|
15.7K
$10.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
50+ 4.12% |
$30.9K - $33.3K
|
1.26K
$864K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
50+ 1.22% |
$30.9K - $33.3K
|
4.14K
$2.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
49+ 2.89% |
$30.3K - $32.7K
|
1.74K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
49+ 0.44% |
$30.3K - $32.7K
|
11.3K
$7.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
49+ 15.81% |
$30.3K - $32.7K
|
359
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
49+ 12.63% |
$30.3K - $32.7K
|
437
$299K
|