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 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 5.88% |
$3.09K - $3.33K
|
80
$54K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-5- 0.39% |
$3.09K - $3.33K
|
1.29K
$871K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.13% |
$3.09K - $3.33K
|
3.83K
$2.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5- 1.08% |
$3.09K - $3.33K
|
459
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5- 0.09% |
$3.09K - $3.33K
|
5.51K
$3.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-5- 16.67% |
$3.09K - $3.33K
|
25
$16.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-6- 1.01% |
$3.71K - $4K
|
587
$396K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6- 0.25% |
$3.71K - $4K
|
2.42K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6- 0.97% |
$3.71K - $4K
|
614
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6- 1.49% |
$3.71K - $4K
|
396
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-6- 0.47% |
$3.71K - $4K
|
1.28K
$862K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6- 0.08% |
$3.71K - $4K
|
7.59K
$5.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-6- 0.19% |
$3.71K - $4K
|
3.22K
$2.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$4.32K - $4.67K
|
4.54K
$3.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.28% |
$4.32K - $4.67K
|
540
$365K
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7- 0.62% |
$4.32K - $4.67K
|
1.12K
$759K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-7- 0.65% |
$4.32K - $4.67K
|
1.06K
$718K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-7- 0.15% |
$4.32K - $4.67K
|
4.71K
$3.18M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 10.81% |
$4.94K - $5.33K
|
66
$44.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-8- 0.22% |
$4.94K - $5.33K
|
3.57K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-8- 12.9% |
$4.94K - $5.33K
|
54
$36.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.83% |
$4.94K - $5.33K
|
954
$644K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8- 0.04% |
$4.94K - $5.33K
|
21.5K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-8- 0.71% |
$4.94K - $5.33K
|
1.13K
$760K
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
SELL
|
- |
-8- 0.4% |
$4.94K - $5.33K
|
2.01K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-8- 0.17% |
$4.94K - $5.33K
|
4.59K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8- 0.55% |
$4.94K - $5.33K
|
1.46K
$983K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$4.94K - $5.33K
|
58.7K
$39.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-9- 0.42% |
$5.56K - $6K
|
2.15K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-9- 0.43% |
$5.56K - $6K
|
2.07K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-9- 0.3% |
$5.56K - $6K
|
2.96K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-9- 0.16% |
$5.56K - $6K
|
5.62K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-9- 0.53% |
$5.56K - $6K
|
1.7K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-9- 1.08% |
$5.56K - $6K
|
824
$556K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 0.1% |
$5.56K - $6K
|
9.34K
$6.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-9- 0.26% |
$5.56K - $6K
|
3.41K
$2.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.1% |
$6.18K - $6.67K
|
9.7K
$6.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.47% |
$6.18K - $6.67K
|
2.13K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-10- 1.88% |
$6.18K - $6.67K
|
522
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$6.18K - $6.67K
|
7.48K
$5.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-10- 0.38% |
$6.18K - $6.67K
|
2.65K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-10- 0.31% |
$6.18K - $6.67K
|
3.22K
$2.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-10- 0.03% |
$6.18K - $6.67K
|
38.7K
$26.1M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.01% |
$6.18K - $6.67K
|
983
$664K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 1.16% |
$6.18K - $6.67K
|
852
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10- 0.59% |
$6.18K - $6.67K
|
1.7K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10- 1.06% |
$6.18K - $6.67K
|
930
$628K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-10- 0.68% |
$6.18K - $6.67K
|
1.46K
$982K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
SELL
|
- |
-10- 1.81% |
$6.18K - $6.67K
|
543
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-10- 2.36% |
$6.18K - $6.67K
|
414
$280K
|