Purchases and Sales Made in Q3 2025 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Continuum Advisory, LLC

Eagle, ID
BUY
 -
799
+ 11.42%
$494K - $533K
7.79K $5.33M
Oct 16, 2025 Q3 2025
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
788
+ 16.6%
$487K - $525K
5.54K $3.78M
Oct 09, 2025 Q3 2025
Mc Hugh Group, LLC

Bratenahl, OH
BUY
 -
777
+ 2.56%
$480K - $518K
31.1K $21.3M
Oct 29, 2025 Q3 2025
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
762
+ 14.22%
$471K - $508K
6.12K $4.18M
Nov 03, 2025 Q3 2025
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
762
New
$471K - $508K
762 $521K
Oct 24, 2025 Q3 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
761
+ 87.88%
$470K - $507K
1.63K $1.11M
Oct 27, 2025 Q3 2025
New Republic Capital, LLC

Charlotte, NC
BUY
 -
760
+ 7.78%
$469K - $507K
10.5K $7.19M
Oct 29, 2025 Q3 2025
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
755
+ 2.85%
$466K - $503K
27.2K $18.6M
Oct 09, 2025 Q3 2025
Advisor Net Financial, Inc

BUY
 -
744
+ 2.66%
$460K - $496K
28.7K $19.6M
Oct 10, 2025 Q3 2025
Charles Schwab Trust CO

BUY
 -
742
+ 19.51%
$458K - $495K
4.55K $3.11M
Oct 27, 2025 Q3 2025
Versant Capital Management, Inc

BUY
 -
735
+ 114.13%
$454K - $490K
1.38K $942K
Oct 14, 2025 Q3 2025
Hwg Holdings LP

Houston, TX
BUY
 -
721
New
$445K - $481K
721 $493K
Oct 29, 2025 Q3 2025
Gate Pass Capital, LLC

Independence, OH
BUY
 -
721
+ 11.84%
$445K - $481K
6.81K $4.65M
Oct 17, 2025 Q3 2025
Montgomery Investment Management Inc

BUY
 -
716
New
$442K - $477K
716 $489K
Oct 24, 2025 Q3 2025
Bayforest Capital LTD

London, X0
BUY
 -
710
+ 71000.0%
$439K - $473K
711 $486K
Oct 21, 2025 Q3 2025
Morris Financial Concepts, Inc.

BUY
 -
705
+ 8.15%
$435K - $470K
9.35K $6.39M
Oct 28, 2025 Q3 2025
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
702
+ 2.19%
$434K - $468K
32.8K $22.4M
Oct 17, 2025 Q3 2025
Fsc Wealth Advisors, LLC

BUY
 -
689
+ 2.5%
$426K - $459K
28.3K $19.3M
Oct 27, 2025 Q3 2025
Octavia Wealth Advisors, LLC

BUY
 -
675
+ 12.42%
$417K - $450K
6.11K $4.18M
Oct 23, 2025 Q3 2025
Pioneer Trust Bank N A

Salem, OR
BUY
 -
671
+ 2.08%
$414K - $447K
32.9K $22.5M
Oct 27, 2025 Q3 2025
Bosman Wealth Management, LLC

Redlands, CA
BUY
 -
660
+ 77.56%
$408K - $440K
1.51K $1.03M
Oct 22, 2025 Q3 2025
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
658
+ 15.24%
$406K - $439K
4.98K $3.4M
Oct 28, 2025 Q3 2025
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
642
+ 3.78%
$397K - $428K
17.6K $12.1M
Oct 14, 2025 Q3 2025
Foster Group, Inc.

BUY
 -
623
+ 56.64%
$385K - $415K
1.72K $1.18M
Oct 28, 2025 Q3 2025
Darrow Company, Inc.

BUY
 -
620
+ 6.92%
$383K - $413K
9.58K $6.55M
Oct 17, 2025 Q3 2025
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
618
+ 2.72%
$382K - $412K
23.4K $16M
Oct 28, 2025 Q3 2025
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
605
+ 13.03%
$374K - $403K
5.25K $3.59M
Oct 21, 2025 Q3 2025
Retirement Guys Formula LLC

BUY
 -
598
+ 9.12%
$369K - $399K
7.16K $4.89M
Oct 22, 2025 Q3 2025
Sage Advisors, LLC

Boulder, CO
BUY
 -
587
+ 19.42%
$363K - $391K
3.61K $2.47M
Oct 24, 2025 Q3 2025
Bristlecone Advisors, LLC

BUY
 -
580
+ 2.48%
$358K - $387K
24K $16.4M
Nov 03, 2025 Q3 2025
Winnow Wealth LLC

Waco, TX
BUY
 -
575
+ 383.33%
$355K - $383K
725 $495K
Oct 23, 2025 Q3 2025
Clarity Wealth Advisors, LLC

BUY
 -
567
+ 1.12%
$350K - $378K
51.2K $35M
Oct 14, 2025 Q3 2025
Kelly Financial Services LLC

Braintree, MA
BUY
 -
562
+ 23.83%
$347K - $375K
2.92K $2M
Oct 10, 2025 Q3 2025
Tlwm

San Antonio, TX
BUY
 -
555
+ 0.32%
$343K - $370K
173K $118M
Oct 24, 2025 Q3 2025
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
551
+ 0.97%
$340K - $367K
57.2K $39.1M
Oct 28, 2025 Q3 2025
Live Oak Investment Partners

Austin, TX
BUY
 -
551
New
$340K - $367K
551 $377K
Oct 14, 2025 Q3 2025
Welch Group, LLC

BUY
 -
540
+ 10.69%
$334K - $360K
5.59K $3.82M
Oct 24, 2025 Q3 2025
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
539
+ 4.25%
$333K - $359K
13.2K $9.04M
Oct 14, 2025 Q3 2025
Apeiron Ria LLC

BUY
 -
536
+ 36.31%
$331K - $357K
2.01K $1.37M
Oct 22, 2025 Q3 2025
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
532
+ 0.54%
$329K - $355K
98.6K $67.4M
Oct 30, 2025 Q3 2025
Baker Avenue Asset Management, LP

BUY
 -
520
+ 2.87%
$321K - $347K
18.7K $12.8M
Oct 31, 2025 Q3 2025
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
517
+ 15.61%
$319K - $345K
3.83K $2.62M
Oct 23, 2025 Q3 2025
Elk River Wealth Management, LLC

BUY
 -
509
New
$314K - $339K
509 $348K
Nov 03, 2025 Q3 2025
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
508
New
$314K - $339K
508 $347K
Oct 27, 2025 Q3 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
506
+ 2.06%
$313K - $337K
25.1K $17.1M
Oct 17, 2025 Q3 2025
J. L. Bainbridge & Co., Inc.

BUY
 -
503
+ 29.82%
$311K - $335K
2.19K $1.5M
Oct 29, 2025 Q3 2025
Financial Advisory Service, Inc.

BUY
 -
498
+ 3.48%
$308K - $332K
14.8K $10.1M
Oct 06, 2025 Q3 2025
Inspirion Wealth Advisors, LLC

BUY
 -
497
+ 8.2%
$307K - $331K
6.56K $4.48M
Oct 30, 2025 Q3 2025
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
494
New
$305K - $329K
494 $338K

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