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
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-1.99K- 12.4% |
$1.23M - $1.33M
|
14.1K
$9.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2K- 50.0% |
$1.24M - $1.33M
|
2K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 1.94% |
$1.25M - $1.35M
|
102K
$69M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 0.32% |
$1.29M - $1.39M
|
645K
$436M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.1K- 10.92% |
$1.3M - $1.4M
|
17.1K
$11.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.1K- 1.4% |
$1.3M - $1.4M
|
148K
$100M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.11K- 1.86% |
$1.3M - $1.4M
|
111K
$75.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.12K- 3.37% |
$1.31M - $1.41M
|
60.7K
$41M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.15K- 1.59% |
$1.33M - $1.44M
|
133K
$89.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 1.7% |
$1.34M - $1.44M
|
125K
$84.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.2K- 2.76% |
$1.36M - $1.46M
|
77.2K
$52.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.21K- 12.75% |
$1.36M - $1.47M
|
15.1K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.49% |
$1.41M - $1.52M
|
89.1K
$60.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-2.28K- 2.83% |
$1.41M - $1.52M
|
78.2K
$52.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.29K- 1.04% |
$1.41M - $1.52M
|
218K
$147M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.35K- 2.13% |
$1.45M - $1.56M
|
108K
$72.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-2.36K- 3.66% |
$1.45M - $1.57M
|
62K
$41.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 14.78% |
$1.57M - $1.69M
|
14.6K
$9.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.59K- 68.23% |
$1.6M - $1.73M
|
1.21K
$814K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.65K- 11.92% |
$1.63M - $1.76M
|
19.5K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 3.19% |
$1.63M - $1.77M
|
80.4K
$54.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.65K- 12.2% |
$1.64M - $1.77M
|
19.1K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.69K- 17.27% |
$1.66M - $1.79M
|
12.9K
$8.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-2.78K- 3.78% |
$1.72M - $1.85M
|
70.8K
$47.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 9.87% |
$1.79M - $1.93M
|
26.5K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3K- 0.87% |
$1.85M - $2M
|
341K
$230M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.03K- 76.52% |
$1.87M - $2.02M
|
928
$627K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.14K- 71.36% |
$1.94M - $2.09M
|
1.26K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.26K- 26.69% |
$2.01M - $2.17M
|
8.95K
$6.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.29K- 3.47% |
$2.03M - $2.19M
|
91.6K
$61.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-3.33K- 16.41% |
$2.05M - $2.22M
|
16.9K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-3.33K- 66.16% |
$2.06M - $2.22M
|
1.7K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.36K- 30.28% |
$2.07M - $2.24M
|
7.73K
$5.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.39K- 1.73% |
$2.1M - $2.26M
|
192K
$130M
|
|
|
Oct 22, 2025
Q3 2025
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-3.41K- 2.23% |
$2.1M - $2.27M
|
149K
$101M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-3.41K- 22.53% |
$2.11M - $2.27M
|
11.7K
$7.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.47K- 10.18% |
$2.14M - $2.31M
|
30.6K
$20.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.48K- 9.73% |
$2.15M - $2.32M
|
32.3K
$21.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.53K- 1.48% |
$2.18M - $2.35M
|
236K
$159M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.55K- 4.43% |
$2.19M - $2.37M
|
76.5K
$51.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
SELL
|
- |
-3.59K- 5.64% |
$2.22M - $2.4M
|
60.1K
$40.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-3.72K- 36.16% |
$2.29M - $2.48M
|
6.56K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-3.73K- 10.26% |
$2.3M - $2.49M
|
32.6K
$22M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.86K- 17.67% |
$2.38M - $2.57M
|
18K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.86K- 23.2% |
$2.38M - $2.57M
|
12.8K
$8.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.88K- 89.08% |
$2.4M - $2.59M
|
476
$321K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.93K- 9.15% |
$2.43M - $2.62M
|
39K
$26.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.97K- 22.56% |
$2.45M - $2.65M
|
13.6K
$9.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.35K- 25.54% |
$2.69M - $2.9M
|
12.7K
$8.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 44.41% |
$2.73M - $2.95M
|
5.53K
$3.74M
|