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
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.63K+ 91.07% |
$2.86M - $3.09M
|
9.71K
$6.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62K+ 3.94% |
$2.85M - $3.08M
|
122K
$82.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.51K+ 89.92% |
$2.78M - $3M
|
9.52K
$6.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.43K+ 87.25% |
$2.74M - $2.96M
|
9.52K
$6.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 19.51% |
$2.73M - $2.95M
|
27.1K
$18.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.31KNew |
$2.66M - $2.87M
|
4.31K
$2.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.14K+ 44.69% |
$2.56M - $2.76M
|
13.4K
$9.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.12K+ 33.05% |
$2.55M - $2.75M
|
16.6K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.12K+ 739.07% |
$2.55M - $2.75M
|
4.68K
$3.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
3.97K+ 13.18% |
$2.45M - $2.65M
|
34.1K
$23M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
3.97KNew |
$2.45M - $2.65M
|
3.97K
$2.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.77K+ 27.78% |
$2.33M - $2.52M
|
17.4K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 10.66% |
$2.31M - $2.5M
|
38.9K
$26.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.68K+ 28.75% |
$2.27M - $2.46M
|
16.5K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.66K+ 0.28% |
$2.26M - $2.44M
|
1.32M
$894M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.64K+ 108.81% |
$2.25M - $2.43M
|
6.99K
$4.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.62K+ 19.43% |
$2.23M - $2.41M
|
22.2K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 7.33% |
$2.22M - $2.4M
|
52.7K
$35.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.56K+ 29.29% |
$2.2M - $2.37M
|
15.7K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 20.35% |
$2.17M - $2.34M
|
20.8K
$14M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.49K+ 65.46% |
$2.16M - $2.33M
|
8.83K
$5.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.47K+ 552.39% |
$2.14M - $2.31M
|
4.1K
$2.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.47K+ 7.41% |
$2.14M - $2.31M
|
50.2K
$33.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.39K+ 20.67% |
$2.1M - $2.26M
|
19.8K
$13.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.36K+ 1.8% |
$2.07M - $2.24M
|
190K
$128M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
3.35K+ 15.12% |
$2.07M - $2.23M
|
25.5K
$17.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.33K+ 4.64% |
$2.06M - $2.22M
|
75.2K
$50.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.28KNew |
$2.03M - $2.19M
|
3.28K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.26K+ 38.4% |
$2.01M - $2.17M
|
11.7K
$7.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
3.21K+ 8.71% |
$1.98M - $2.14M
|
40K
$27M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.2K+ 5.28% |
$1.98M - $2.14M
|
63.8K
$43.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19K+ 301.04% |
$1.97M - $2.13M
|
4.25K
$2.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.19KNew |
$1.97M - $2.12M
|
3.19K
$2.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.1K+ 87.98% |
$1.91M - $2.06M
|
6.62K
$4.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.07K+ 3.72% |
$1.89M - $2.04M
|
85.4K
$57.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 1.15% |
$1.83M - $1.97M
|
261K
$176M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.96KNew |
$1.83M - $1.97M
|
2.96K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.94K+ 51.24% |
$1.82M - $1.96M
|
8.69K
$5.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.93K+ 45.8% |
$1.81M - $1.96M
|
9.33K
$6.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
2.87K+ 33.92% |
$1.77M - $1.91M
|
11.3K
$7.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.81K+ 108.63% |
$1.73M - $1.87M
|
5.39K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.8K+ 30.65% |
$1.73M - $1.87M
|
11.9K
$8.06M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.74K+ 34.8% |
$1.69M - $1.83M
|
10.6K
$7.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.71K+ 13.89% |
$1.67M - $1.81M
|
22.2K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.67K+ 8.99% |
$1.65M - $1.78M
|
32.4K
$21.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.66K+ 4.82% |
$1.64M - $1.77M
|
57.7K
$39M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.65K+ 9.77% |
$1.64M - $1.77M
|
29.8K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.64K+ 40.89% |
$1.63M - $1.76M
|
9.09K
$6.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.63K+ 56.69% |
$1.62M - $1.75M
|
7.26K
$4.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.6K+ 136.5% |
$1.61M - $1.73M
|
4.5K
$3.04M
|