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 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.36K- 27.64% |
$3.31M - $3.57M
|
14K
$9.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-5.5K- 93.71% |
$3.4M - $3.67M
|
369
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.59K- 9.17% |
$3.45M - $3.73M
|
55.4K
$37.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.62K- 9.4% |
$3.47M - $3.75M
|
54.2K
$37M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.63K- 13.88% |
$3.48M - $3.75M
|
34.9K
$23.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-5.83K- 54.12% |
$3.6M - $3.89M
|
4.95K
$3.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.98K- 3.73% |
$3.69M - $3.99M
|
154K
$106M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.99K- 1.41% |
$3.7M - $3.99M
|
419K
$286M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-6.02K- 10.48% |
$3.72M - $4.02M
|
51.5K
$35.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.27K- 7.6% |
$3.87M - $4.18M
|
76.2K
$52.1M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.27K- 65.2% |
$3.87M - $4.18M
|
3.35K
$2.29M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-6.34K- 29.53% |
$3.91M - $4.23M
|
15.1K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-7.31K- 9.55% |
$4.51M - $4.87M
|
69.2K
$47.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.46K- 2.92% |
$4.61M - $4.97M
|
248K
$169M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-7.51K- 12.08% |
$4.64M - $5.01M
|
54.7K
$37.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.58K- 42.1% |
$4.68M - $5.05M
|
10.4K
$7.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.66K- 11.31% |
$4.73M - $5.11M
|
60.1K
$41M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-7.74K- 83.3% |
$4.78M - $5.16M
|
1.55K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-8.57K- 5.71% |
$5.29M - $5.72M
|
141K
$96.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-8.81K- 42.95% |
$5.44M - $5.88M
|
11.7K
$8M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-8.89K- 3.89% |
$5.49M - $5.93M
|
220K
$150M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-8.99K- 55.3% |
$5.55M - $6M
|
7.27K
$4.97M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-9.23K- 88.81% |
$5.7M - $6.16M
|
1.16K
$795K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-9.31K- 96.14% |
$5.75M - $6.21M
|
374
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-9.52K- 18.74% |
$5.88M - $6.35M
|
41.3K
$28.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10K- 4.17% |
$6.18M - $6.67M
|
230K
$157M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-10.1K- 4.77% |
$6.24M - $6.74M
|
201K
$138M
|
|
|
Oct 21, 2025
Q3 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-10.1K- 3.27% |
$6.24M - $6.74M
|
299K
$204M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-10.1K- 10.72% |
$6.25M - $6.75M
|
84.3K
$57.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10.2K- 16.82% |
$6.29M - $6.79M
|
50.3K
$34.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-10.2K- 58.02% |
$6.29M - $6.79M
|
7.37K
$5.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.5K- 5.38% |
$6.5M - $7.02M
|
185K
$126M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-10.8K- 14.64% |
$6.68M - $7.21M
|
63K
$43.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-11.1K- 19.71% |
$6.83M - $7.37M
|
45K
$30.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-11.1K- 38.8% |
$6.86M - $7.41M
|
17.5K
$12M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-11.3K- 46.27% |
$6.98M - $7.54M
|
13.1K
$8.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-11.4K- 10.53% |
$7.06M - $7.63M
|
97.2K
$66.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-11.6K- 49.85% |
$7.16M - $7.73M
|
11.7K
$7.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13.6K- 4.57% |
$8.4M - $9.07M
|
284K
$194M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.7K- 4.73% |
$8.47M - $9.14M
|
276K
$189M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-14K- 70.0% |
$8.65M - $9.34M
|
6K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-15.5K- 4.72% |
$9.58M - $10.3M
|
313K
$214M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-15.6K- 37.17% |
$9.64M - $10.4M
|
26.4K
$18M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15.9K- 3.0% |
$9.81M - $10.6M
|
513K
$350M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16K- 60.71% |
$9.91M - $10.7M
|
10.4K
$7.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-17.5K- 1.51% |
$10.8M - $11.6M
|
1.14M
$777M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.4K- 0.83% |
$11.3M - $12.2M
|
2.19M
$1.49B
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19.4K- 34.0% |
$12M - $13M
|
37.7K
$25.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-20.7K- 92.53% |
$12.8M - $13.8M
|
1.67K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-21.6K- 51.79% |
$13.3M - $14.4M
|
20.1K
$13.7M
|