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 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
365New |
$225K - $243K
|
365
$249K
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
363New |
$224K - $242K
|
363
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
361+ 39.28% |
$223K - $241K
|
1.28K
$875K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
360New |
$222K - $240K
|
360
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
359+ 0.55% |
$222K - $239K
|
65.8K
$44.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
BUY
|
- |
356+ 4.26% |
$220K - $237K
|
8.71K
$5.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
356+ 15.96% |
$220K - $237K
|
2.59K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
356+ 19.67% |
$220K - $237K
|
2.17K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
354+ 0.15% |
$219K - $236K
|
240K
$164M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
353+ 16.81% |
$218K - $235K
|
2.45K
$1.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
352+ 2.14% |
$217K - $235K
|
16.8K
$11.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
347+ 28.35% |
$214K - $231K
|
1.57K
$1.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
347+ 7.78% |
$214K - $231K
|
4.81K
$3.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
346New |
$214K - $231K
|
346
$236K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
344+ 53.58% |
$212K - $229K
|
986
$674K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
342+ 12.05% |
$211K - $228K
|
3.18K
$2.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
340+ 1.16% |
$210K - $227K
|
29.6K
$20.2M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
340New |
$210K - $227K
|
340
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
340+ 4.98% |
$210K - $227K
|
7.16K
$4.89M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
335+ 2.31% |
$207K - $223K
|
14.8K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
335New |
$207K - $223K
|
335
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
332+ 9.85% |
$205K - $221K
|
3.7K
$2.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
329+ 1.42% |
$203K - $219K
|
23.5K
$16.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
328+ 13.85% |
$203K - $219K
|
2.7K
$1.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
325+ 7.65% |
$201K - $217K
|
4.57K
$3.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
325New |
$201K - $217K
|
325
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
323+ 30.97% |
$200K - $215K
|
1.37K
$933K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
323+ 1.34% |
$200K - $215K
|
24.4K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
322+ 4.4% |
$199K - $215K
|
7.65K
$5.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
322+ 1.22% |
$199K - $215K
|
26.6K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
322New |
$199K - $215K
|
322
$220K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
318+ 1.08% |
$196K - $212K
|
29.6K
$20.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
318New |
$196K - $212K
|
318
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
317New |
$196K - $211K
|
317
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
317+ 1.12% |
$196K - $211K
|
28.5K
$19.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
316+ 14.17% |
$195K - $211K
|
2.55K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
316+ 33.4% |
$195K - $211K
|
1.26K
$862K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
316New |
$195K - $211K
|
316
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
315New |
$195K - $210K
|
315
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
314New |
$194K - $209K
|
314
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
313New |
$193K - $209K
|
313
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
313New |
$193K - $209K
|
313
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
310+ 2.54% |
$191K - $207K
|
12.5K
$8.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
309+ 13.6% |
$191K - $206K
|
2.58K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
306New |
$189K - $204K
|
306
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
305New |
$188K - $203K
|
305
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
304+ 74.51% |
$188K - $203K
|
712
$487K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
304New |
$188K - $203K
|
304
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
303New |
$187K - $202K
|
303
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
302+ 3.46% |
$187K - $201K
|
9.03K
$6.17M
|