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 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
479+ 1.77% |
$296K - $319K
|
27.5K
$18.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
474+ 10.6% |
$293K - $316K
|
4.95K
$3.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
471+ 0.85% |
$291K - $314K
|
55.6K
$38M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
467+ 2.03% |
$288K - $311K
|
23.5K
$16.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
467+ 21.24% |
$288K - $311K
|
2.67K
$1.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
462+ 27.75% |
$285K - $308K
|
2.13K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
462+ 0.88% |
$285K - $308K
|
53.2K
$36.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
459+ 1.7% |
$284K - $306K
|
27.5K
$18.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
456+ 7.67% |
$282K - $304K
|
6.4K
$4.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
454+ 5.65% |
$280K - $303K
|
8.49K
$5.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
453+ 23.07% |
$280K - $302K
|
2.42K
$1.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
451+ 17.38% |
$279K - $301K
|
3.05K
$2.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
440New |
$272K - $293K
|
440
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
436+ 55.61% |
$269K - $291K
|
1.22K
$834K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
434+ 3.69% |
$268K - $289K
|
12.2K
$8.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
429New |
$265K - $286K
|
429
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
427+ 0.72% |
$264K - $285K
|
59.3K
$40.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
424+ 54.36% |
$262K - $283K
|
1.2K
$823K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
423+ 1.46% |
$261K - $282K
|
29.4K
$20.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
421New |
$260K - $281K
|
421
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
420+ 8.41% |
$259K - $280K
|
5.41K
$3.7M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
419+ 39.42% |
$259K - $279K
|
1.48K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
417+ 11.03% |
$258K - $278K
|
4.2K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
417+ 15.73% |
$258K - $278K
|
3.07K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
414+ 1.45% |
$256K - $276K
|
29K
$19.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
411+ 75.14% |
$254K - $274K
|
958
$655K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
407+ 8.86% |
$251K - $271K
|
5K
$3.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
399+ 101.53% |
$246K - $266K
|
792
$541K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
397+ 1.29% |
$245K - $265K
|
31.2K
$21.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
394+ 23.94% |
$243K - $263K
|
2.04K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
390+ 2.62% |
$241K - $260K
|
15.3K
$10.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
388New |
$240K - $259K
|
388
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
388+ 17.0% |
$240K - $259K
|
2.67K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
387+ 1.05% |
$239K - $258K
|
37.4K
$25.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
386+ 36.52% |
$238K - $257K
|
1.44K
$986K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
384+ 4.19% |
$237K - $256K
|
9.55K
$6.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
382+ 2.49% |
$236K - $255K
|
15.7K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
380+ 15.18% |
$235K - $253K
|
2.88K
$1.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
376+ 1.25% |
$232K - $251K
|
30.5K
$20.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
376+ 4.37% |
$232K - $251K
|
8.98K
$6.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
376New |
$232K - $251K
|
376
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
374New |
$231K - $249K
|
374
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
373+ 5.93% |
$230K - $249K
|
6.67K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
372New |
$230K - $248K
|
372
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
371New |
$229K - $247K
|
371
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
369+ 1.43% |
$228K - $246K
|
26.3K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
368+ 15.33% |
$227K - $245K
|
2.77K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
365+ 10.19% |
$225K - $243K
|
3.95K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
365+ 7.97% |
$225K - $243K
|
4.94K
$3.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
365+ 7.62% |
$225K - $243K
|
5.15K
$3.52M
|