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 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.68K+ 18.91% |
$1.04M - $1.12M
|
10.5K
$7.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.66K+ 4.44% |
$1.02M - $1.11M
|
39K
$26.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.65K+ 7.32% |
$1.02M - $1.1M
|
24.2K
$16.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.65K+ 16.45% |
$1.02M - $1.1M
|
11.7K
$7.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.64K+ 29.02% |
$1.01M - $1.09M
|
7.28K
$4.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.64K+ 17.58% |
$1.01M - $1.09M
|
10.9K
$7.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.59K+ 26.87% |
$980K - $1.06M
|
7.49K
$5.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.59K+ 92.96% |
$979K - $1.06M
|
3.29K
$2.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 30.02% |
$977K - $1.05M
|
6.85K
$4.63M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.55K+ 26.7% |
$956K - $1.03M
|
7.35K
$4.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 49.3% |
$931K - $1.01M
|
4.57K
$3.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.51K+ 7.19% |
$931K - $1.01M
|
22.5K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 5.69% |
$931K - $1.01M
|
28K
$18.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.5K+ 19.13% |
$925K - $999K
|
9.33K
$6.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 16.79% |
$897K - $968K
|
10.1K
$6.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.45K+ 1.89% |
$895K - $966K
|
78.1K
$52.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.45K+ 4.84% |
$894K - $966K
|
31.4K
$21.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.44K+ 6.66% |
$890K - $961K
|
23.1K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.43K+ 12.72% |
$883K - $954K
|
12.7K
$8.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42K+ 2.47% |
$875K - $944K
|
58.8K
$39.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.41KNew |
$868K - $938K
|
1.41K
$949K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.4K+ 172.36% |
$867K - $936K
|
2.22K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.4K+ 20.59% |
$865K - $934K
|
8.2K
$5.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.39K+ 22.93% |
$858K - $926K
|
7.45K
$5.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.38K+ 7.84% |
$854K - $922K
|
19K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.32K+ 8.83% |
$815K - $880K
|
16.3K
$11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 1.4% |
$809K - $873K
|
94.6K
$63.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.31K+ 27.2% |
$807K - $872K
|
6.11K
$4.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.3K+ 9.75% |
$800K - $864K
|
14.6K
$9.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 4.75% |
$799K - $863K
|
28.5K
$19.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.24KNew |
$767K - $828K
|
1.24K
$838K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.21K+ 3.25% |
$744K - $804K
|
38.3K
$25.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.2KNew |
$741K - $800K
|
1.2K
$810K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.16K+ 17.02% |
$715K - $772K
|
7.95K
$5.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.14K+ 1.74% |
$703K - $759K
|
66.7K
$45M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.12KNew |
$691K - $746K
|
1.12K
$755K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.1K+ 40.7% |
$679K - $734K
|
3.8K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.1K+ 3.78% |
$679K - $733K
|
30.2K
$20.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.1KNew |
$678K - $732K
|
1.1K
$741K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.09K+ 1.25% |
$674K - $728K
|
88.5K
$59.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
1.09K+ 0.84% |
$673K - $727K
|
130K
$88.1M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.07K+ 9.66% |
$660K - $713K
|
12.1K
$8.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.07KNew |
$660K - $712K
|
1.07K
$721K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.06K+ 18.66% |
$657K - $710K
|
6.77K
$4.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.05K+ 3.27% |
$645K - $697K
|
33K
$22.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.04K+ 53.33% |
$644K - $695K
|
3K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.04K+ 22.06% |
$642K - $694K
|
5.76K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.04K+ 50.71% |
$642K - $694K
|
3.09K
$2.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.03K+ 8.26% |
$635K - $686K
|
13.5K
$9.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.01KNew |
$622K - $672K
|
1.01K
$680K
|