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 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
 -
306
New
$189K - $204K
306 $209K
Oct 22, 2025 Q3 2025
Foronjy Financial LLC

Los Osos, CA
BUY
 -
305
New
$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
 -
304
New
$188K - $203K
304 $208K
Oct 20, 2025 Q3 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
303
New
$187K - $202K
303 $207K
Oct 31, 2025 Q3 2025
Red Cedar Investment Management, LLC

BUY
 -
302
+ 3.46%
$187K - $201K
9.03K $6.17M
Oct 23, 2025 Q3 2025
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
300
+ 2.01%
$185K - $200K
15.2K $10.4M
Oct 30, 2025 Q3 2025
Andina Capital Management, LLC

Lehi, UT
BUY
 -
298
+ 75.44%
$184K - $199K
693 $474K
Oct 27, 2025 Q3 2025
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
290
+ 27.62%
$179K - $193K
1.34K $916K
Nov 03, 2025 Q3 2025
Pines Wealth Management, LLC

Southern Pines, NC
BUY
 -
289
+ 3.8%
$179K - $193K
7.89K $5.39M
Oct 23, 2025 Q3 2025
Summit Place Financial Advisors, LLC

BUY
 -
287
+ 5.2%
$177K - $191K
5.81K $3.97M
Oct 17, 2025 Q3 2025
Maryland Capital Advisors Inc.

BUY
 -
284
+ 40.34%
$175K - $189K
988 $675K
Oct 24, 2025 Q3 2025
Cannon Advisors, Inc.

Charlotte, NC
BUY
 -
284
+ 2.02%
$175K - $189K
14.3K $9.79M
Oct 16, 2025 Q3 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
280
+ 126.7%
$173K - $187K
501 $342K
Oct 22, 2025 Q3 2025
Bernardo Wealth Planning LLC

BUY
 -
278
+ 13.2%
$172K - $185K
2.38K $1.63M
Oct 02, 2025 Q3 2025
Helen Stephens Group, LLC

BUY
 -
277
+ 2.02%
$171K - $185K
14K $9.55M
Nov 03, 2025 Q3 2025
Capital Wealth Alliance, LLC

BUY
 -
276
+ 3.84%
$170K - $184K
7.46K $5.1M
Oct 21, 2025 Q3 2025
Pictet North America Advisors Sa

BUY
 -
274
+ 3.87%
$169K - $183K
7.35K $5.02M
Oct 30, 2025 Q3 2025
Arcus Capital Partners, LLC

BUY
 -
273
+ 3.82%
$169K - $182K
7.41K $5.07M
Oct 09, 2025 Q3 2025
Whitcomb & Hess, Inc.

BUY
 -
266
+ 30.47%
$164K - $177K
1.14K $778K
Oct 16, 2025 Q3 2025
Brian Low Financial Group, LLC

Baton Rouge, LA
BUY
 -
266
+ 20.94%
$164K - $177K
1.54K $1.05M
Oct 08, 2025 Q3 2025
New Capital Management LP

BUY
 -
265
+ 47.66%
$164K - $177K
821 $561K
Oct 23, 2025 Q3 2025
Investors Asset Management Of Georgia Inc

BUY
 -
265
+ 8.66%
$164K - $177K
3.33K $2.27M
Oct 20, 2025 Q3 2025
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
264
+ 19.56%
$163K - $176K
1.61K $1.1M
Oct 28, 2025 Q3 2025
Global Trust Asset Management, LLC

BUY
 -
262
+ 2.66%
$162K - $175K
10.1K $6.9M
Nov 03, 2025 Q3 2025
Alta Wealth Advisors LLC

BUY
 -
262
+ 2.39%
$162K - $175K
11.2K $7.66M
Oct 22, 2025 Q3 2025
Capital Performance Advisors LLP

BUY
 -
261
+ 3.99%
$161K - $174K
6.8K $4.64M
Oct 24, 2025 Q3 2025
Cross Staff Investments Inc

BUY
 -
261
+ 62.44%
$161K - $174K
679 $464K
Oct 15, 2025 Q3 2025
Santori & Peters, Inc.

BUY
 -
259
+ 8.31%
$160K - $173K
3.38K $2.31M
Oct 23, 2025 Q3 2025
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
253
+ 0.85%
$156K - $169K
30.1K $20.6M
Oct 27, 2025 Q3 2025
West Wealth Group, LLC

BUY
 -
253
+ 33.82%
$156K - $169K
1K $684K
Oct 27, 2025 Q3 2025
Bolthouse Investments, LLC

Bakersfield, CA
BUY
 -
253
+ 1.75%
$156K - $169K
14.7K $10.1M
Oct 27, 2025 Q3 2025
Orin Green Financial, LLC

BUY
 -
251
+ 2.81%
$155K - $167K
9.19K $6.28M
Oct 17, 2025 Q3 2025
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
250
+ 2.94%
$154K - $167K
8.76K $5.98M
Oct 01, 2025 Q3 2025
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
243
+ 15.07%
$150K - $162K
1.86K $1.27M
Oct 21, 2025 Q3 2025
Coastline Trust CO

BUY
 -
242
+ 0.92%
$149K - $161K
26.4K $18M
Nov 03, 2025 Q3 2025
Chesapeake Wealth Management

BUY
 -
241
+ 3.3%
$149K - $161K
7.54K $5.15M
Oct 30, 2025 Q3 2025
Atlas Legacy Advisors, LLC

Los Angeles, CA
BUY
 -
240
+ 2.77%
$148K - $160K
8.89K $6.07M
Oct 30, 2025 Q3 2025
Bey Douglas LLC

Marietta, GA
BUY
 -
239
New
$148K - $159K
239 $163K
Oct 06, 2025 Q3 2025
Clarus Wealth Advisors

BUY
 -
238
+ 0.72%
$147K - $159K
33.1K $22.6M
Oct 06, 2025 Q3 2025
Tru Wealth Advisors, LLC

BUY
 -
237
+ 3.0%
$146K - $158K
8.15K $5.57M
Oct 10, 2025 Q3 2025
Clarius Group, LLC

Seattle, WA
BUY
 -
235
+ 0.46%
$145K - $157K
51.5K $35.2M
Oct 27, 2025 Q3 2025
Optima Capital LLC

Portland, OR
BUY
 -
234
+ 4.12%
$145K - $156K
5.92K $4.05M
Oct 22, 2025 Q3 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
233
+ 12.28%
$144K - $155K
2.13K $1.46M
Oct 07, 2025 Q3 2025
M.E. Allison & Co., Inc.

San Antonio, TX
BUY
 -
232
+ 3.6%
$143K - $155K
6.68K $4.56M
Oct 08, 2025 Q3 2025
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
231
+ 7.03%
$143K - $154K
3.52K $2.4M
Oct 15, 2025 Q3 2025
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
231
New
$143K - $154K
231 $158K

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