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 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 1.09% |
$2.47K - $2.67K
|
372
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.27% |
$2.47K - $2.67K
|
1.47K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4+ 0.67% |
$2.47K - $2.67K
|
602
$411K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4+ 0.35% |
$2.47K - $2.67K
|
1.16K
$793K
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4+ 1.05% |
$2.47K - $2.67K
|
384
$262K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.35% |
$1.85K - $2K
|
865
$591K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.05% |
$1.85K - $2K
|
6.63K
$4.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.28% |
$1.85K - $2K
|
1.07K
$732K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
3+ 0.11% |
$1.85K - $2K
|
2.65K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3+ 0.21% |
$1.85K - $2K
|
1.4K
$959K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.25% |
$1.85K - $2K
|
1.2K
$818K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.25% |
$1.85K - $2K
|
1.21K
$825K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3+ 1.14% |
$1.85K - $2K
|
266
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3+ 0.12% |
$1.85K - $2K
|
2.58K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3+ 0.02% |
$1.85K - $2K
|
15.7K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
3+ 0.27% |
$1.85K - $2K
|
1.1K
$751K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3+ 0.28% |
$1.85K - $2K
|
1.07K
$733K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3+ 0.5% |
$1.85K - $2K
|
607
$415K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$1.24K - $1.33K
|
812
$555K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$1.24K - $1.33K
|
1.11K
$756K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2+ 0.49% |
$1.24K - $1.33K
|
408
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.27% |
$1.24K - $1.33K
|
736
$503K
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.03% |
$1.24K - $1.33K
|
6.31K
$4.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.24K - $1.33K
|
7.9K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2+ 0.09% |
$1.24K - $1.33K
|
2.25K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$1.24K - $1.33K
|
2.74K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.24K - $1.33K
|
670
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.24K - $1.33K
|
986
$674K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.06% |
$1.24K - $1.33K
|
3.47K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2+ 0.3% |
$1.24K - $1.33K
|
671
$459K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.19% |
$1.24K - $1.33K
|
1.05K
$716K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.25% |
$1.24K - $1.33K
|
795
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
2+ 0.21% |
$1.24K - $1.33K
|
955
$653K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$1.24K - $1.33K
|
2.45K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$1.24K - $1.33K
|
3.98K
$2.72M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$618 - $667
|
985
$673K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$618 - $667
|
458
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.2% |
$618 - $667
|
493
$337K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$618 - $667
|
434
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$618 - $667
|
538
$368K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$618 - $667
|
1.13K
$775K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1+ 0.21% |
$618 - $667
|
475
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.25% |
$618 - $667
|
408
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$618 - $667
|
418
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$618 - $667
|
4.07K
$2.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.06% |
$618 - $667
|
1.78K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1+ 0.07% |
$618 - $667
|
1.39K
$951K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.03% |
$618 - $667
|
3.91K
$2.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.05% |
$618 - $667
|
1.88K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.23% |
$618 - $667
|
441
$301K
|