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 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-64- 0.98% |
$39.5K - $42.7K
|
6.49K
$4.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-64- 7.64% |
$39.5K - $42.7K
|
774
$523K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-65- 0.51% |
$40.1K - $43.3K
|
12.7K
$8.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-65- 0.53% |
$40.1K - $43.3K
|
12.1K
$8.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-65- 11.21% |
$40.1K - $43.3K
|
515
$348K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-66- 0.66% |
$40.8K - $44K
|
9.9K
$6.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-66- 24.91% |
$40.8K - $44K
|
199
$134K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-68- 0.48% |
$42K - $45.3K
|
14.1K
$9.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-68- 0.34% |
$42K - $45.3K
|
19.8K
$13.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-68- 1.04% |
$42K - $45.3K
|
6.49K
$4.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-68- 1.97% |
$42K - $45.3K
|
3.39K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-69- 2.43% |
$42.6K - $46K
|
2.77K
$1.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-70- 2.21% |
$43.2K - $46.7K
|
3.09K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-70- 14.11% |
$43.2K - $46.7K
|
426
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-70- 0.58% |
$43.2K - $46.7K
|
12K
$8.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-70- 0.95% |
$43.2K - $46.7K
|
7.32K
$4.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-70- 0.43% |
$43.2K - $46.7K
|
16K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-71- 0.92% |
$43.9K - $47.3K
|
7.65K
$5.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-71- 4.26% |
$43.9K - $47.3K
|
1.6K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-71- 1.03% |
$43.9K - $47.3K
|
6.82K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-72- 2.57% |
$44.5K - $48K
|
2.73K
$1.84M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-73- 10.56% |
$45.1K - $48.7K
|
618
$417K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-73- 1.35% |
$45.1K - $48.7K
|
5.33K
$3.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-74- 27.01% |
$45.7K - $49.3K
|
200
$135K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-75- 1.5% |
$46.3K - $50K
|
4.94K
$3.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-75- 3.38% |
$46.3K - $50K
|
2.14K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
SELL
|
- |
-75- 3.53% |
$46.3K - $50K
|
2.05K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-76- 0.12% |
$46.9K - $50.7K
|
65.5K
$44.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-76- 0.66% |
$46.9K - $50.7K
|
11.5K
$7.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-76- 0.59% |
$46.9K - $50.7K
|
12.9K
$8.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-79- 1.69% |
$48.8K - $52.7K
|
4.59K
$3.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-79- 4.18% |
$48.8K - $52.7K
|
1.81K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-79- 0.85% |
$48.8K - $52.7K
|
9.19K
$6.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-80- 0.76% |
$49.4K - $53.3K
|
10.5K
$7.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-80- 1.57% |
$49.4K - $53.3K
|
5.03K
$3.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-80- 0.9% |
$49.4K - $53.3K
|
8.79K
$5.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-81- 0.41% |
$50K - $54K
|
19.6K
$13.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-81- 24.18% |
$50K - $54K
|
254
$172K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-81- 1.12% |
$50K - $54K
|
7.18K
$4.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-82- 3.58% |
$50.6K - $54.7K
|
2.21K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-84- 1.18% |
$51.9K - $56K
|
7.06K
$4.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-85- 1.62% |
$52.5K - $56.7K
|
5.18K
$3.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-85- 8.3% |
$52.5K - $56.7K
|
939
$634K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-85- 5.78% |
$52.5K - $56.7K
|
1.39K
$935K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-86- 20.72% |
$53.1K - $57.3K
|
329
$222K
|
|
|
Oct 08, 2025
Q3 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-88- 10.99% |
$54.4K - $58.7K
|
713
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-88- 1.23% |
$54.4K - $58.7K
|
7.06K
$4.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-88- 17.53% |
$54.4K - $58.7K
|
414
$280K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-89- 1.91% |
$55K - $59.3K
|
4.57K
$3.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-89- 1.97% |
$55K - $59.3K
|
4.44K
$3M
|