Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
385K+ 223.89% |
$251M - $264M
|
556K
$370M
|
|
|
Jan 14, 2026
Q4 2025
|
Greenfield Ftc, Inc.
|
BUY
|
- |
329K+ 48.21% |
$215M - $226M
|
1.01M
$673M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
102K+ 730.12% |
$66.6M - $70.1M
|
116K
$77.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
92.6KNew |
$60.5M - $63.7M
|
92.6K
$61.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
60.7K+ 177.7% |
$39.6M - $41.7M
|
94.8K
$63.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
46.4K+ 194.38% |
$30.3M - $31.9M
|
70.3K
$46.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
28.8K+ 270.65% |
$18.8M - $19.8M
|
39.4K
$26.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
27.7K+ 6.1% |
$18.1M - $19M
|
481K
$320M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27.6K+ 288.9% |
$18M - $19M
|
37.1K
$24.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
27KNew |
$17.6M - $18.6M
|
27K
$18M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
21.4K+ 159.11% |
$14M - $14.7M
|
34.9K
$23.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
20KNew |
$13.1M - $13.7M
|
20K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
17.5K+ 59.58% |
$11.4M - $12M
|
46.9K
$31.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.32% |
$10.2M - $10.8M
|
693K
$462M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.6K+ 321.64% |
$9.55M - $10.1M
|
19.2K
$12.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
12.8K+ 170.75% |
$8.39M - $8.83M
|
20.4K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.4K+ 2.92% |
$6.79M - $7.15M
|
366K
$244M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.73K+ 8.79% |
$5.7M - $6M
|
108K
$72M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
8.52K+ 732.5% |
$5.56M - $5.86M
|
9.68K
$6.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.55K+ 61.79% |
$4.93M - $5.19M
|
19.8K
$13.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
7.3K+ 12.93% |
$4.77M - $5.02M
|
63.8K
$42.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
7.23K+ 1245.86% |
$4.72M - $4.97M
|
7.81K
$5.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.78K+ 3.67% |
$4.43M - $4.66M
|
191K
$127M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.5K+ 11.58% |
$4.25M - $4.47M
|
62.7K
$41.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
6.22K+ 10.58% |
$4.06M - $4.28M
|
65K
$43.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.82K+ 15.07% |
$3.8M - $4M
|
44.4K
$29.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.41K+ 10.76% |
$3.53M - $3.72M
|
55.6K
$37M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.4K+ 90.69% |
$3.52M - $3.71M
|
11.3K
$7.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5.32K+ 6.13% |
$3.47M - $3.66M
|
92K
$61.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.29K+ 6.58% |
$3.45M - $3.64M
|
85.7K
$57.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
5.1KNew |
$3.33M - $3.5M
|
5.1K
$3.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
4.74K+ 17.94% |
$3.09M - $3.25M
|
31.1K
$20.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.63K+ 11.07% |
$3.02M - $3.18M
|
46.4K
$30.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.16KNew |
$2.71M - $2.86M
|
4.16K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.89K+ 6.28% |
$2.54M - $2.68M
|
65.9K
$43.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 1.4% |
$2.39M - $2.51M
|
264K
$176M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.55K+ 14.54% |
$2.32M - $2.44M
|
28K
$18.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.54K+ 10.16% |
$2.31M - $2.44M
|
38.4K
$25.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.41K+ 10.68% |
$2.23M - $2.35M
|
35.4K
$23.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.17K+ 304.9% |
$2.07M - $2.18M
|
4.21K
$2.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.97KNew |
$1.94M - $2.04M
|
2.97K
$1.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
2.97KNew |
$1.94M - $2.04M
|
2.97K
$1.98M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.91KNew |
$1.9M - $2M
|
2.91K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.89K+ 39.75% |
$1.88M - $1.98M
|
10.1K
$6.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.7K+ 8.2% |
$1.76M - $1.85M
|
35.6K
$23.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
2.63K+ 140.18% |
$1.72M - $1.81M
|
4.51K
$3M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2.45KNew |
$1.6M - $1.68M
|
2.45K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.38K+ 2.78% |
$1.55M - $1.63M
|
87.8K
$58.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.33K+ 3.03% |
$1.52M - $1.6M
|
79.1K
$52.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.33K+ 3.35% |
$1.52M - $1.6M
|
71.9K
$47.8M
|
|