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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1+ 0.06% |
$618 - $667
|
1.66K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1+ 0.29% |
$618 - $667
|
346
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$618 - $667
|
519
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$618 - $667
|
2.07K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.18% |
$618 - $667
|
570
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.06% |
$618 - $667
|
1.74K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Ucla Foundation
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1- 0.09% |
$618 - $667
|
1.15K
$775K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1- 0.17% |
$618 - $667
|
603
$407K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$618 - $667
|
7.5K
$5.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1- 0.07% |
$618 - $667
|
1.44K
$972K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1- 0.11% |
$618 - $667
|
912
$616K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1- 0.04% |
$618 - $667
|
2.59K
$1.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2- 0.06% |
$1.24K - $1.33K
|
3.5K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2- 0.04% |
$1.24K - $1.33K
|
4.61K
$3.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2- 0.38% |
$1.24K - $1.33K
|
519
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-2- 0.01% |
$1.24K - $1.33K
|
34.8K
$23.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2- 0.02% |
$1.24K - $1.33K
|
9.22K
$6.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2- -0.0% |
$1.24K - $1.33K
|
51.9K
$35.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-2- 0.05% |
$1.24K - $1.33K
|
3.96K
$2.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2- 0.27% |
$1.24K - $1.33K
|
747
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2- 0.06% |
$1.24K - $1.33K
|
3.5K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2- 0.13% |
$1.24K - $1.33K
|
1.58K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2- 0.02% |
$1.24K - $1.33K
|
8.12K
$5.48M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.02% |
$1.85K - $2K
|
18K
$12.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.25% |
$1.85K - $2K
|
1.21K
$816K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-3- 0.2% |
$1.85K - $2K
|
1.5K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$1.85K - $2K
|
13K
$8.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 0.13% |
$1.85K - $2K
|
2.3K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3- 0.24% |
$1.85K - $2K
|
1.24K
$837K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3- 0.4% |
$1.85K - $2K
|
756
$510K
|
|
|
Oct 29, 2025
Q3 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-3- 0.01% |
$1.85K - $2K
|
52.9K
$35.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3- 0.08% |
$1.85K - $2K
|
3.65K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3- 0.1% |
$1.85K - $2K
|
2.87K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.03K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-4- 0.46% |
$2.47K - $2.67K
|
870
$587K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.02K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-4- 0.2% |
$2.47K - $2.67K
|
2.05K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4- 0.53% |
$2.47K - $2.67K
|
744
$502K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4- 0.14% |
$2.47K - $2.67K
|
2.89K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4- 0.18% |
$2.47K - $2.67K
|
2.22K
$1.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5- 0.24% |
$3.09K - $3.33K
|
2.05K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-5- 0.18% |
$3.09K - $3.33K
|
2.72K
$1.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5- 1.22% |
$3.09K - $3.33K
|
404
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5- 0.56% |
$3.09K - $3.33K
|
880
$594K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.66% |
$3.09K - $3.33K
|
750
$506K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-5- 0.51% |
$3.09K - $3.33K
|
969
$654K
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$3.09K - $3.33K
|
4.49K
$3.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-5- 0.83% |
$3.09K - $3.33K
|
596
$402K
|