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 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-150- 3.07% |
$92.6K - $100K
|
4.74K
$3.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-150- 0.81% |
$92.6K - $100K
|
18.4K
$12.6M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-151- 1.54% |
$93.3K - $101K
|
9.65K
$6.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-155- 3.5% |
$95.7K - $103K
|
4.28K
$2.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-157- 1.93% |
$97K - $105K
|
7.99K
$5.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-158- 1.13% |
$97.6K - $105K
|
13.8K
$9.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-159- 4.88% |
$98.2K - $106K
|
3.1K
$2.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
SELL
|
- |
-160- 20.65% |
$98.8K - $107K
|
615
$420K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-162- 2.17% |
$100K - $108K
|
7.29K
$4.98M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-164- 0.65% |
$101K - $109K
|
24.9K
$17M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-166- 5.28% |
$103K - $111K
|
2.98K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-166- 5.24% |
$103K - $111K
|
3K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-166- 8.63% |
$103K - $111K
|
1.76K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-167- 8.23% |
$103K - $111K
|
1.86K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-167- 33.6% |
$103K - $111K
|
330
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-168- 8.14% |
$104K - $112K
|
1.9K
$1.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-169- 0.3% |
$104K - $113K
|
56.2K
$38.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-169- 8.82% |
$104K - $113K
|
1.75K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-169- 3.36% |
$104K - $113K
|
4.85K
$3.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-169- 0.63% |
$104K - $113K
|
26.5K
$18.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-170- 3.65% |
$105K - $113K
|
4.49K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-170- 5.0% |
$105K - $113K
|
3.23K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-170- 1.02% |
$105K - $113K
|
16.6K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-170- 10.25% |
$105K - $113K
|
1.49K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-170- 14.05% |
$105K - $113K
|
1.04K
$711K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-174- 10.98% |
$107K - $116K
|
1.41K
$964K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-177- 2.07% |
$109K - $118K
|
8.35K
$5.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-178- 4.64% |
$110K - $119K
|
3.66K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-179- 8.36% |
$111K - $119K
|
1.96K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-179- 4.22% |
$111K - $119K
|
4.06K
$2.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-181- 0.8% |
$112K - $121K
|
22.3K
$15.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-182- 2.96% |
$112K - $121K
|
5.98K
$4.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-182- 1.85% |
$112K - $121K
|
9.68K
$6.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-183- 2.38% |
$113K - $122K
|
7.51K
$5.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-183- 0.07% |
$113K - $122K
|
269K
$184M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-184- 1.66% |
$114K - $123K
|
10.9K
$7.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-185- 2.03% |
$114K - $123K
|
8.94K
$6.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-185- 0.99% |
$114K - $123K
|
18.4K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-186- 0.44% |
$115K - $124K
|
42K
$28.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-186- 19.52% |
$115K - $124K
|
767
$524K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-186- 27.35% |
$115K - $124K
|
494
$338K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-188- 4.37% |
$116K - $125K
|
4.12K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-189- 0.57% |
$117K - $126K
|
32.7K
$22.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-189- 19.89% |
$117K - $126K
|
761
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-190- 5.8% |
$117K - $127K
|
3.09K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-192- 11.99% |
$119K - $128K
|
1.41K
$963K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-193- 25.87% |
$119K - $129K
|
553
$378K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-196- 11.38% |
$121K - $131K
|
1.53K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-198- 2.87% |
$122K - $132K
|
6.7K
$4.58M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-199- 7.3% |
$123K - $133K
|
2.53K
$1.73M
|