Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.59K+ 36.96% |
$1.78M - $2.22M
|
13.3K
$8.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.58K+ 1.86% |
$1.78M - $2.21M
|
196K
$129M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 14.75% |
$1.76M - $2.19M
|
27.6K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.53K+ 5.52% |
$1.75M - $2.18M
|
67.4K
$44.6M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.52KNew |
$1.75M - $2.17M
|
3.52K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.47K+ 39.3% |
$1.72M - $2.14M
|
12.3K
$8.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.39KNew |
$1.69M - $2.1M
|
3.39K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.39K+ 2.77% |
$1.68M - $2.09M
|
126K
$82.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.39K+ 2.81% |
$1.68M - $2.09M
|
124K
$81.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
3.37K+ 1.67% |
$1.68M - $2.08M
|
205K
$135M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.36K+ 17.95% |
$1.67M - $2.08M
|
22.1K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
3.35K+ 12.76% |
$1.66M - $2.07M
|
29.6K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
3.34KNew |
$1.66M - $2.06M
|
3.34K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 2.91% |
$1.65M - $2.06M
|
118K
$77.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.29K+ 26.69% |
$1.63M - $2.03M
|
15.6K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Trustees Of Columbia University In The City Of New York
New York, NY |
BUY
|
- |
3.27K+ 0.29% |
$1.62M - $2.02M
|
1.11M
$735M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.24K+ 63.66% |
$1.61M - $2M
|
8.32K
$5.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.2KNew |
$1.59M - $1.97M
|
3.2K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.15K+ 0.46% |
$1.57M - $1.95M
|
691K
$456M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.14KNew |
$1.56M - $1.94M
|
3.14K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.13K+ 377.32% |
$1.55M - $1.93M
|
3.96K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.12K+ 18.34% |
$1.55M - $1.92M
|
20.1K
$13.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.12K+ 11.58% |
$1.55M - $1.92M
|
30K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.11K+ 1.38% |
$1.54M - $1.92M
|
228K
$151M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.08K+ 40.9% |
$1.53M - $1.9M
|
10.6K
$7.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.08K+ 5303.45% |
$1.53M - $1.9M
|
3.13K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.08K+ 96.85% |
$1.53M - $1.9M
|
6.25K
$4.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.07K+ 19.03% |
$1.52M - $1.89M
|
19.2K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.06K+ 40.1% |
$1.52M - $1.89M
|
10.7K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.06KNew |
$1.52M - $1.89M
|
3.06K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.05K+ 24.26% |
$1.52M - $1.89M
|
15.6K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.05K+ 3.96% |
$1.51M - $1.88M
|
80K
$52.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.03K+ 129.03% |
$1.5M - $1.87M
|
5.38K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3K+ 15.54% |
$1.49M - $1.86M
|
22.3K
$14.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3K+ 2.45% |
$1.49M - $1.85M
|
125K
$82.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
3K+ 7.36% |
$1.49M - $1.85M
|
43.8K
$28.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.99K+ 28.99% |
$1.48M - $1.85M
|
13.3K
$8.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.99K+ 127.83% |
$1.48M - $1.84M
|
5.32K
$3.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.98K+ 134.72% |
$1.48M - $1.84M
|
5.19K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.98K+ 13.46% |
$1.48M - $1.84M
|
25.1K
$16.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.96K+ 6.51% |
$1.47M - $1.83M
|
48.4K
$32M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.95K+ 5.7% |
$1.46M - $1.82M
|
54.6K
$36.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.94K+ 5.36% |
$1.46M - $1.82M
|
57.8K
$38.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.94K+ 1.73% |
$1.46M - $1.81M
|
173K
$114M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.91K+ 5.19% |
$1.44M - $1.8M
|
58.9K
$38.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.91K+ 64.99% |
$1.44M - $1.8M
|
7.39K
$4.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.91K+ 7.34% |
$1.44M - $1.8M
|
42.5K
$28.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.89K+ 3.77% |
$1.43M - $1.78M
|
79.4K
$52.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.87K+ 0.81% |
$1.43M - $1.77M
|
358K
$236M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 9.0% |
$1.42M - $1.77M
|
34.7K
$23M
|