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 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.6K- 4.9% |
$986K - $1.06M
|
31K
$21.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.61K- 8.34% |
$992K - $1.07M
|
17.7K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.62K- 2.49% |
$999K - $1.08M
|
63.2K
$43.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.62K- 0.78% |
$1M - $1.08M
|
205K
$140M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 2.54% |
$1.01M - $1.09M
|
63K
$43.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.72K- 6.52% |
$1.06M - $1.15M
|
24.7K
$16.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.73K- 3.75% |
$1.07M - $1.15M
|
44.4K
$30.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.75K- 0.92% |
$1.08M - $1.16M
|
187K
$128M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-1.75K- 64.8% |
$1.08M - $1.17M
|
950
$649K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 20.28% |
$1.09M - $1.17M
|
6.92K
$4.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.76K- 2.72% |
$1.09M - $1.18M
|
63.1K
$43.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 8.25% |
$1.09M - $1.18M
|
19.7K
$13.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-1.77K- 12.32% |
$1.09M - $1.18M
|
12.6K
$8.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.78K- 18.34% |
$1.1M - $1.19M
|
7.94K
$5.42M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 3.62% |
$1.1M - $1.19M
|
47.6K
$32.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.79K- 55.84% |
$1.11M - $1.2M
|
1.42K
$970K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 46.95% |
$1.12M - $1.21M
|
2.05K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 23.12% |
$1.16M - $1.25M
|
6.23K
$4.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.9K- 22.64% |
$1.17M - $1.26M
|
6.48K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.94K- 25.8% |
$1.2M - $1.3M
|
5.59K
$3.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.95K- 9.64% |
$1.2M - $1.3M
|
18.3K
$12.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.95K- 5.37% |
$1.21M - $1.3M
|
34.4K
$23.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.96K- 11.56% |
$1.21M - $1.31M
|
15K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.98K- 4.18% |
$1.22M - $1.32M
|
45.3K
$30.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.98K- 1.92% |
$1.22M - $1.32M
|
101K
$69.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-1.99K- 12.4% |
$1.23M - $1.33M
|
14.1K
$9.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2K- 50.0% |
$1.24M - $1.33M
|
2K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 1.94% |
$1.25M - $1.35M
|
102K
$69.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 0.32% |
$1.29M - $1.39M
|
645K
$441M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.1K- 10.92% |
$1.3M - $1.4M
|
17.1K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.1K- 1.4% |
$1.3M - $1.4M
|
148K
$101M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.11K- 1.86% |
$1.3M - $1.4M
|
111K
$76M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.12K- 3.37% |
$1.31M - $1.41M
|
60.7K
$41.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.15K- 1.59% |
$1.33M - $1.44M
|
133K
$90.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 1.7% |
$1.34M - $1.44M
|
125K
$85.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.2K- 2.76% |
$1.36M - $1.46M
|
77.2K
$52.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.21K- 12.75% |
$1.36M - $1.47M
|
15.1K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.49% |
$1.41M - $1.52M
|
89.1K
$60.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.29K- 1.04% |
$1.41M - $1.52M
|
218K
$149M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.35K- 2.13% |
$1.45M - $1.56M
|
108K
$73.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-2.36K- 3.66% |
$1.45M - $1.57M
|
62K
$42.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 14.78% |
$1.57M - $1.69M
|
14.6K
$10M
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.59K- 68.23% |
$1.6M - $1.73M
|
1.21K
$824K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.65K- 11.92% |
$1.63M - $1.76M
|
19.5K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 3.19% |
$1.63M - $1.77M
|
80.4K
$54.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.65K- 12.2% |
$1.64M - $1.77M
|
19.1K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.69K- 17.27% |
$1.66M - $1.79M
|
12.9K
$8.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-2.78K- 3.78% |
$1.72M - $1.85M
|
70.8K
$48.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 9.87% |
$1.79M - $1.93M
|
26.5K
$18.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3K- 0.87% |
$1.85M - $2M
|
341K
$233M
|