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 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$8.03K - $8.67K
|
7.29K
$4.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13+ 0.78% |
$8.03K - $8.67K
|
1.68K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
13+ 0.96% |
$8.03K - $8.67K
|
1.36K
$920K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13+ 0.3% |
$8.03K - $8.67K
|
4.35K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.14% |
$8.03K - $8.67K
|
9.19K
$6.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
12+ 0.42% |
$7.41K - $8K
|
2.84K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$7.41K - $8K
|
9.33K
$6.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
11+ 5.45% |
$6.79K - $7.34K
|
213
$144K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11+ 0.4% |
$6.79K - $7.34K
|
2.79K
$1.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
11+ 0.39% |
$6.79K - $7.34K
|
2.81K
$1.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11+ 0.1% |
$6.79K - $7.34K
|
11.3K
$7.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.41% |
$6.79K - $7.34K
|
2.72K
$1.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
10+ 0.74% |
$6.18K - $6.67K
|
1.36K
$915K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
10+ 0.97% |
$6.18K - $6.67K
|
1.04K
$704K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.3% |
$6.18K - $6.67K
|
3.36K
$2.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10+ 0.91% |
$6.18K - $6.67K
|
1.11K
$749K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 1.47% |
$6.18K - $6.67K
|
688
$465K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10+ 0.15% |
$6.18K - $6.67K
|
6.61K
$4.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$6.18K - $6.67K
|
2.09K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.23% |
$6.18K - $6.67K
|
4.37K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.29% |
$6.18K - $6.67K
|
3.48K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
10+ 0.3% |
$6.18K - $6.67K
|
3.39K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 1.02% |
$6.18K - $6.67K
|
988
$667K
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
10+ 1.46% |
$6.18K - $6.67K
|
695
$469K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
9+ 2.32% |
$5.56K - $6K
|
397
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
9+ 0.82% |
$5.56K - $6K
|
1.1K
$743K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
9+ 1.1% |
$5.56K - $6K
|
829
$560K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 4.0% |
$5.56K - $6K
|
234
$158K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.26% |
$5.56K - $6K
|
3.49K
$2.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
8+ 0.93% |
$4.94K - $5.33K
|
866
$585K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.44% |
$4.94K - $5.33K
|
1.85K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
8+ 1.04% |
$4.94K - $5.33K
|
774
$523K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
8+ 0.18% |
$4.94K - $5.33K
|
4.55K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.32% |
$4.94K - $5.33K
|
2.55K
$1.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
8+ 0.3% |
$4.94K - $5.33K
|
2.65K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8+ 0.05% |
$4.94K - $5.33K
|
14.6K
$9.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.26% |
$4.32K - $4.67K
|
2.68K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7+ 1.39% |
$4.32K - $4.67K
|
512
$346K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
7+ 0.67% |
$4.32K - $4.67K
|
1.05K
$710K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7+ 0.49% |
$4.32K - $4.67K
|
1.42K
$960K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7+ 0.26% |
$4.32K - $4.67K
|
2.66K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7+ 0.64% |
$4.32K - $4.67K
|
1.1K
$744K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7+ 0.7% |
$4.32K - $4.67K
|
1.01K
$681K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$4.32K - $4.67K
|
4.02K
$2.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7+ 0.1% |
$4.32K - $4.67K
|
6.9K
$4.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.66% |
$4.32K - $4.67K
|
1.07K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
7+ 0.39% |
$4.32K - $4.67K
|
1.83K
$1.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.59% |
$3.71K - $4K
|
1.02K
$687K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6+ 0.09% |
$3.71K - $4K
|
6.44K
$4.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.17% |
$3.71K - $4K
|
3.61K
$2.44M
|