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 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
62+ 17.56% |
$38.3K - $41.3K
|
415
$280K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
62+ 1.6% |
$38.3K - $41.3K
|
3.94K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
62+ 0.99% |
$38.3K - $41.3K
|
6.34K
$4.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
61+ 4.59% |
$37.7K - $40.7K
|
1.39K
$939K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
61+ 0.99% |
$37.7K - $40.7K
|
6.23K
$4.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
61+ 7.54% |
$37.7K - $40.7K
|
870
$587K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
60+ 2.04% |
$37.1K - $40K
|
3K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
59+ 2.37% |
$36.4K - $39.3K
|
2.55K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
58+ 0.56% |
$35.8K - $38.7K
|
10.5K
$7.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
57+ 0.56% |
$35.2K - $38K
|
10.2K
$6.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56+ 1.86% |
$34.6K - $37.3K
|
3.07K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
56+ 5.71% |
$34.6K - $37.3K
|
1.04K
$700K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
56+ 12.81% |
$34.6K - $37.3K
|
493
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
56+ 1.19% |
$34.6K - $37.3K
|
4.76K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
56+ 1.83% |
$34.6K - $37.3K
|
3.11K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
55+ 6.08% |
$34K - $36.7K
|
960
$648K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 10.42% |
$34K - $36.7K
|
583
$394K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
55+ 0.94% |
$34K - $36.7K
|
5.92K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
54+ 0.13% |
$33.4K - $36K
|
42.8K
$28.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
54+ 0.7% |
$33.4K - $36K
|
7.72K
$5.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
54+ 0.78% |
$33.4K - $36K
|
6.96K
$4.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
53+ 10.08% |
$32.7K - $35.3K
|
579
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
52+ 0.31% |
$32.1K - $34.7K
|
17K
$11.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
51+ 2.52% |
$31.5K - $34K
|
2.08K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51+ 1.4% |
$31.5K - $34K
|
3.71K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 5.09% |
$31.5K - $34K
|
1.05K
$711K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
51+ 0.33% |
$31.5K - $34K
|
15.7K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
50+ 4.12% |
$30.9K - $33.3K
|
1.26K
$854K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
50+ 1.22% |
$30.9K - $33.3K
|
4.14K
$2.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
49+ 2.89% |
$30.3K - $32.7K
|
1.74K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
49+ 0.44% |
$30.3K - $32.7K
|
11.3K
$7.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
49+ 15.81% |
$30.3K - $32.7K
|
359
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
49+ 12.63% |
$30.3K - $32.7K
|
437
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
49+ 0.41% |
$30.3K - $32.7K
|
12K
$8.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
48+ 0.48% |
$29.6K - $32K
|
10.1K
$6.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
48+ 0.46% |
$29.6K - $32K
|
10.5K
$7.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 0.54% |
$29.6K - $32K
|
8.9K
$6.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
48+ 0.9% |
$29.6K - $32K
|
5.4K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
48+ 0.22% |
$29.6K - $32K
|
21.9K
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
47+ 1.49% |
$29K - $31.3K
|
3.2K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 1.79% |
$29K - $31.3K
|
2.68K
$1.81M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
46+ 6.76% |
$28.4K - $30.7K
|
726
$490K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
46+ 2.04% |
$28.4K - $30.7K
|
2.3K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 1.8% |
$28.4K - $30.7K
|
2.61K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
46+ 8.5% |
$28.4K - $30.7K
|
587
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
45+ 6.28% |
$27.8K - $30K
|
762
$515K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
44+ 0.73% |
$27.2K - $29.3K
|
6.1K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
44+ 0.58% |
$27.2K - $29.3K
|
7.59K
$5.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
43+ 1.09% |
$26.6K - $28.7K
|
4K
$2.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
43+ 5.4% |
$26.6K - $28.7K
|
840
$567K
|