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 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.31K+ 4.95% |
$1.43M - $1.54M
|
49K
$33.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 2.83% |
$1.4M - $1.51M
|
82.4K
$56.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.27K+ 406.45% |
$1.4M - $1.51M
|
2.83K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.25K+ 36.41% |
$1.39M - $1.5M
|
8.43K
$5.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.2K+ 9.88% |
$1.36M - $1.47M
|
24.5K
$16.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.19K+ 0.62% |
$1.35M - $1.46M
|
356K
$243M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.16KNew |
$1.33M - $1.44M
|
2.16K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.15K+ 5.9% |
$1.33M - $1.44M
|
38.7K
$26.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.14K+ 63.3% |
$1.32M - $1.43M
|
5.51K
$3.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.14K+ 2.73% |
$1.32M - $1.42M
|
80.4K
$55M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11K+ 3.12% |
$1.3M - $1.4M
|
69.6K
$47.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.1KNew |
$1.3M - $1.4M
|
2.1K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.08K+ 3.16% |
$1.28M - $1.38M
|
67.8K
$46.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.08K+ 21.23% |
$1.28M - $1.38M
|
11.9K
$8.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.05K+ 2.53% |
$1.26M - $1.36M
|
82.9K
$56.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.03K+ 150.15% |
$1.25M - $1.35M
|
3.38K
$2.31M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.99K+ 6.74% |
$1.23M - $1.33M
|
31.5K
$21.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 2.62% |
$1.22M - $1.31M
|
77.2K
$52.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.96K+ 18.58% |
$1.21M - $1.31M
|
12.5K
$8.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.93K+ 2.04% |
$1.19M - $1.29M
|
96.4K
$65.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 103.7% |
$1.18M - $1.27M
|
3.74K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.89K+ 2.59% |
$1.17M - $1.26M
|
74.7K
$51.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.86K+ 15.26% |
$1.15M - $1.24M
|
14.1K
$9.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.85K+ 564.33% |
$1.14M - $1.23M
|
2.18K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 15.84% |
$1.13M - $1.22M
|
13.4K
$9.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.8K+ 2.4% |
$1.11M - $1.2M
|
76.9K
$52.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 4.89% |
$1.1M - $1.19M
|
38.2K
$26.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.78K+ 21.35% |
$1.1M - $1.18M
|
10.1K
$6.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.77K+ 6.03% |
$1.09M - $1.18M
|
31K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75K+ 2.23% |
$1.08M - $1.17M
|
80.2K
$54.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.73K+ 8.28% |
$1.07M - $1.16M
|
22.7K
$15.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 46.47% |
$1.05M - $1.13M
|
5.34K
$3.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.68K+ 18.91% |
$1.04M - $1.12M
|
10.5K
$7.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.66K+ 4.44% |
$1.02M - $1.11M
|
39K
$26.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.65K+ 7.32% |
$1.02M - $1.1M
|
24.2K
$16.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.65K+ 16.45% |
$1.02M - $1.1M
|
11.7K
$7.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.64K+ 29.02% |
$1.01M - $1.09M
|
7.28K
$4.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.64K+ 17.58% |
$1.01M - $1.09M
|
10.9K
$7.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.59K+ 26.87% |
$980K - $1.06M
|
7.49K
$5.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.59K+ 92.96% |
$979K - $1.06M
|
3.29K
$2.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 30.02% |
$977K - $1.05M
|
6.85K
$4.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.55K+ 26.7% |
$956K - $1.03M
|
7.35K
$5.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 49.3% |
$931K - $1.01M
|
4.57K
$3.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.51K+ 7.19% |
$931K - $1.01M
|
22.5K
$15.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 5.69% |
$931K - $1.01M
|
28K
$19.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.5K+ 19.13% |
$925K - $999K
|
9.33K
$6.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.45K+ 1.89% |
$895K - $966K
|
78.1K
$53.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.45K+ 4.84% |
$894K - $966K
|
31.4K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.44K+ 6.66% |
$890K - $961K
|
23.1K
$15.8M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.43K+ 12.72% |
$883K - $954K
|
12.7K
$8.66M
|