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
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
27+ 4.37% |
$16.7K - $18K
|
645
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
27+ 3.59% |
$16.7K - $18K
|
780
$533K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
27+ 1.13% |
$16.7K - $18K
|
2.41K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
27+ 0.64% |
$16.7K - $18K
|
4.22K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
27+ 0.45% |
$16.7K - $18K
|
6.02K
$4.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.02% |
$16.1K - $17.3K
|
2.57K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
26+ 2.04% |
$16.1K - $17.3K
|
1.3K
$887K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26+ 47.27% |
$16.1K - $17.3K
|
81
$55.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
26+ 4.63% |
$16.1K - $17.3K
|
588
$402K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
25+ 0.37% |
$15.4K - $16.7K
|
6.79K
$4.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
25+ 6.19% |
$15.4K - $16.7K
|
429
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
25+ 0.89% |
$15.4K - $16.7K
|
2.83K
$1.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
24+ 0.32% |
$14.8K - $16K
|
7.49K
$5.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24+ 1.4% |
$14.8K - $16K
|
1.73K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
24+ 0.14% |
$14.8K - $16K
|
17.3K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24+ 0.26% |
$14.8K - $16K
|
9.37K
$6.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23+ 2.75% |
$14.2K - $15.3K
|
859
$587K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
23+ 0.64% |
$14.2K - $15.3K
|
3.63K
$2.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
23+ 0.48% |
$14.2K - $15.3K
|
4.79K
$3.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 3.1% |
$14.2K - $15.3K
|
764
$522K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23+ 0.23% |
$14.2K - $15.3K
|
10.1K
$6.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
23+ 0.1% |
$14.2K - $15.3K
|
23.9K
$16.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
22+ 0.7% |
$13.6K - $14.7K
|
3.17K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
22+ 3.33% |
$13.6K - $14.7K
|
683
$467K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.36% |
$13K - $14K
|
5.86K
$4M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
21+ 2.77% |
$13K - $14K
|
780
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
21+ 0.11% |
$13K - $14K
|
19.3K
$13.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
20+ 4.81% |
$12.4K - $13.3K
|
436
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20+ 1.71% |
$12.4K - $13.3K
|
1.19K
$815K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
20+ 1.14% |
$12.4K - $13.3K
|
1.77K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
20+ 9.01% |
$12.4K - $13.3K
|
242
$165K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
20+ 2.25% |
$12.4K - $13.3K
|
908
$620K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
20+ 3.11% |
$12.4K - $13.3K
|
663
$453K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 37.04% |
$12.4K - $13.3K
|
74
$50.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
20+ 6.08% |
$12.4K - $13.3K
|
349
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$12.4K - $13.3K
|
24.2K
$16.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
19+ 0.34% |
$11.7K - $12.7K
|
5.66K
$3.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
18+ 0.92% |
$11.1K - $12K
|
1.96K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 3.64% |
$11.1K - $12K
|
512
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 1.27% |
$11.1K - $12K
|
1.44K
$981K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$11.1K - $12K
|
2.74K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
18+ 1.76% |
$11.1K - $12K
|
1.04K
$710K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$10.5K - $11.3K
|
16.6K
$11.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
17+ 0.05% |
$10.5K - $11.3K
|
37.4K
$25.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
17+ 0.18% |
$10.5K - $11.3K
|
9.46K
$6.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
17+ 5.88% |
$10.5K - $11.3K
|
306
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
17+ 1.82% |
$10.5K - $11.3K
|
949
$648K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17+ 1.71% |
$10.5K - $11.3K
|
1.01K
$690K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
17+ 29.31% |
$10.5K - $11.3K
|
75
$51.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 4.3% |
$9.88K - $10.7K
|
388
$265K
|