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 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-322- 2.33% |
$199K - $215K
|
13.5K
$9.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-325- 31.37% |
$201K - $217K
|
711
$486K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-330- 10.37% |
$204K - $220K
|
2.85K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-330- 8.85% |
$204K - $220K
|
3.4K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-332- 2.04% |
$205K - $221K
|
16K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-334- 13.02% |
$206K - $223K
|
2.23K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-334- 14.39% |
$206K - $223K
|
1.99K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-336- 42.42% |
$208K - $224K
|
456
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-339- 42.64% |
$209K - $226K
|
456
$312K
|
|
|
Oct 30, 2025
Q3 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-339- 1.59% |
$209K - $226K
|
20.9K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-351- 0.61% |
$217K - $234K
|
57.4K
$39.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-351- 33.82% |
$217K - $234K
|
687
$469K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-352- 5.29% |
$217K - $235K
|
6.3K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-355- 5.55% |
$219K - $237K
|
6.05K
$4.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-363- 4.31% |
$224K - $242K
|
8.06K
$5.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-363- 11.69% |
$224K - $242K
|
2.74K
$1.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-363- 23.3% |
$224K - $242K
|
1.2K
$817K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-363- 1.11% |
$224K - $242K
|
32.4K
$22.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-367- 3.32% |
$227K - $245K
|
10.7K
$7.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-368- 8.07% |
$227K - $245K
|
4.19K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-371- 7.0% |
$229K - $247K
|
4.93K
$3.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-375- 0.94% |
$232K - $250K
|
39.6K
$27.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-375- 21.69% |
$232K - $250K
|
1.35K
$925K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-378- 9.55% |
$233K - $252K
|
3.58K
$2.45M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-380- 1.28% |
$235K - $253K
|
29.3K
$20M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-384- 2.61% |
$237K - $256K
|
14.3K
$9.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-384- 15.2% |
$237K - $256K
|
2.14K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-386- 3.96% |
$238K - $257K
|
9.37K
$6.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-386- 4.14% |
$238K - $257K
|
8.93K
$6.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-387- 2.23% |
$239K - $258K
|
17K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-391- 3.45% |
$242K - $261K
|
10.9K
$7.47M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-395- 13.88% |
$244K - $263K
|
2.45K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-401- 6.63% |
$248K - $267K
|
5.65K
$3.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-411- 2.67% |
$254K - $274K
|
15K
$10.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-413- 0.61% |
$255K - $275K
|
67.1K
$45.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-415- 10.78% |
$256K - $277K
|
3.44K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-415- 3.05% |
$256K - $277K
|
13.2K
$9.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-415- 1.04% |
$256K - $277K
|
39.4K
$27M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-418- 0.58% |
$258K - $279K
|
71.5K
$48.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-425- 20.97% |
$263K - $283K
|
1.6K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-427- 6.99% |
$264K - $285K
|
5.68K
$3.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-435- 3.42% |
$269K - $290K
|
12.3K
$8.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-437- 0.51% |
$270K - $291K
|
86K
$58.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-441- 22.3% |
$272K - $294K
|
1.54K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-443- 6.91% |
$274K - $295K
|
5.96K
$4.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-465- 18.12% |
$287K - $310K
|
2.1K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-465- 2.8% |
$287K - $310K
|
16.1K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-467- 2.23% |
$288K - $311K
|
20.5K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-467- 0.33% |
$288K - $311K
|
143K
$97.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-470- 15.74% |
$290K - $313K
|
2.52K
$1.72M
|