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 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23+ 2.75% |
$14.2K - $15.3K
|
859
$580K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
23+ 0.64% |
$14.2K - $15.3K
|
3.63K
$2.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
23+ 0.48% |
$14.2K - $15.3K
|
4.79K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 3.1% |
$14.2K - $15.3K
|
764
$516K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23+ 0.23% |
$14.2K - $15.3K
|
10.1K
$6.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
23+ 0.1% |
$14.2K - $15.3K
|
23.9K
$16.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
22+ 0.7% |
$13.6K - $14.7K
|
3.17K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
22+ 3.33% |
$13.6K - $14.7K
|
683
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
22+ 1.94% |
$13.6K - $14.7K
|
1.15K
$779K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.36% |
$13K - $14K
|
5.86K
$3.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
21+ 2.77% |
$13K - $14K
|
780
$527K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
21+ 0.11% |
$13K - $14K
|
19.3K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
20+ 4.81% |
$12.4K - $13.3K
|
436
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20+ 1.71% |
$12.4K - $13.3K
|
1.19K
$806K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
20+ 1.14% |
$12.4K - $13.3K
|
1.77K
$1.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
20+ 9.01% |
$12.4K - $13.3K
|
242
$163K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
20+ 2.25% |
$12.4K - $13.3K
|
908
$613K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
20+ 3.11% |
$12.4K - $13.3K
|
663
$448K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 37.04% |
$12.4K - $13.3K
|
74
$50K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
20+ 6.08% |
$12.4K - $13.3K
|
349
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$12.4K - $13.3K
|
24.2K
$16.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
19+ 0.34% |
$11.7K - $12.7K
|
5.66K
$3.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
18+ 0.92% |
$11.1K - $12K
|
1.96K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 3.64% |
$11.1K - $12K
|
512
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 1.27% |
$11.1K - $12K
|
1.44K
$969K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$11.1K - $12K
|
2.74K
$1.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
18+ 1.76% |
$11.1K - $12K
|
1.04K
$702K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$10.5K - $11.3K
|
16.6K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
17+ 0.05% |
$10.5K - $11.3K
|
37.4K
$25.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
17+ 0.18% |
$10.5K - $11.3K
|
9.46K
$6.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
17+ 5.88% |
$10.5K - $11.3K
|
306
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
17+ 1.82% |
$10.5K - $11.3K
|
949
$641K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17+ 1.71% |
$10.5K - $11.3K
|
1.01K
$682K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
17+ 29.31% |
$10.5K - $11.3K
|
75
$50.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 4.3% |
$9.88K - $10.7K
|
388
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 0.45% |
$9.88K - $10.7K
|
3.56K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.18% |
$9.88K - $10.7K
|
8.73K
$5.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15+ 0.68% |
$9.26K - $10K
|
2.23K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
15+ 0.26% |
$9.26K - $10K
|
5.7K
$3.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
15+ 0.2% |
$9.26K - $10K
|
7.46K
$5.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
15+ 3.39% |
$9.26K - $10K
|
458
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15+ 2.78% |
$9.26K - $10K
|
554
$374K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
BUY
|
- |
15+ 0.33% |
$9.26K - $10K
|
4.52K
$3.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.09% |
$8.65K - $9.34K
|
15.1K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
14+ 0.82% |
$8.65K - $9.34K
|
1.72K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.56% |
$8.65K - $9.34K
|
2.53K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14+ 0.04% |
$8.65K - $9.34K
|
31.6K
$21.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
14+ 9.09% |
$8.65K - $9.34K
|
168
$113K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14New |
$8.65K - $9.34K
|
14
$9.45K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
14+ 0.28% |
$8.65K - $9.34K
|
5.09K
$3.44M
|