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 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-227- 15.55% |
$140K - $151K
|
1.23K
$843K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-227- 1.21% |
$140K - $151K
|
18.6K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-228- 1.79% |
$141K - $152K
|
12.5K
$8.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-229- 4.89% |
$141K - $153K
|
4.45K
$3.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-234- 3.71% |
$145K - $156K
|
6.07K
$4.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-234- 2.69% |
$145K - $156K
|
8.47K
$5.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-235- 5.07% |
$145K - $157K
|
4.4K
$3.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-235- 4.24% |
$145K - $157K
|
5.31K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-235- 0.46% |
$145K - $157K
|
51.3K
$35M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-236- 1.09% |
$146K - $157K
|
21.3K
$14.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-236- 6.66% |
$146K - $157K
|
3.31K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-240- 15.48% |
$148K - $160K
|
1.31K
$895K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-240- 1.72% |
$148K - $160K
|
13.7K
$9.37M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-241- 19.79% |
$149K - $161K
|
977
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-243- 7.62% |
$150K - $162K
|
2.95K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-244- 6.56% |
$151K - $163K
|
3.47K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-245- 3.88% |
$151K - $163K
|
6.06K
$4.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-247- 3.32% |
$153K - $165K
|
7.2K
$4.92M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-250- 3.85% |
$154K - $167K
|
6.24K
$4.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-250- 30.86% |
$154K - $167K
|
560
$383K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-251- 2.1% |
$155K - $167K
|
11.7K
$7.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-252- 0.94% |
$156K - $168K
|
26.7K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-254- 0.82% |
$157K - $169K
|
30.6K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-254- 18.19% |
$157K - $169K
|
1.14K
$780K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-255- 6.17% |
$158K - $170K
|
3.88K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-259- 0.48% |
$160K - $173K
|
53.5K
$36.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-261- 2.87% |
$161K - $174K
|
8.83K
$6.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-262- 33.72% |
$162K - $175K
|
515
$352K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-262- 6.08% |
$162K - $175K
|
4.05K
$2.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-263- 8.52% |
$162K - $175K
|
2.82K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-263- 3.05% |
$162K - $175K
|
8.36K
$5.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-266- 1.61% |
$164K - $177K
|
16.3K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-267- 1.56% |
$165K - $178K
|
16.9K
$11.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-269- 1.97% |
$166K - $179K
|
13.4K
$9.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-269- 2.8% |
$166K - $179K
|
9.32K
$6.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-270- 3.91% |
$167K - $180K
|
6.63K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-272- 1.37% |
$168K - $181K
|
19.6K
$13.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-275- 3.3% |
$170K - $183K
|
8.06K
$5.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-278- 9.57% |
$172K - $185K
|
2.63K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-280- 2.8% |
$173K - $187K
|
9.71K
$6.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-282- 2.19% |
$174K - $188K
|
12.6K
$8.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-284- 1.09% |
$175K - $189K
|
25.9K
$17.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-285- 1.41% |
$176K - $190K
|
19.9K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-285- 93.44% |
$176K - $190K
|
20
$13.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-287- 2.63% |
$177K - $191K
|
10.6K
$7.26M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-289- 3.7% |
$179K - $193K
|
7.52K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-293- 1.68% |
$181K - $195K
|
17.2K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-293- 1.56% |
$181K - $195K
|
18.5K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-296- 0.48% |
$183K - $197K
|
60.7K
$41.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-297- 8.6% |
$183K - $198K
|
3.16K
$2.16M
|