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 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.92K+ 26.63% |
$954K - $1.19M
|
9.14K
$6.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.9K+ 1.03% |
$941K - $1.17M
|
186K
$123M
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.9KNew |
$941K - $1.17M
|
1.9K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.89K+ 65.44% |
$936K - $1.17M
|
4.77K
$3.15M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
1.88KNew |
$932K - $1.16M
|
1.88K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.86K+ 39.35% |
$925K - $1.15M
|
6.6K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.86KNew |
$925K - $1.15M
|
1.86K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.86K+ 0.96% |
$923K - $1.15M
|
196K
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.84K+ 6.01% |
$915K - $1.14M
|
32.5K
$21.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 22.23% |
$905K - $1.13M
|
10K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.82K+ 8.52% |
$903K - $1.12M
|
23.2K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.82K+ 89.47% |
$903K - $1.12M
|
3.85K
$2.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.81KNew |
$899K - $1.12M
|
1.81K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.81K+ 46.49% |
$899K - $1.12M
|
5.7K
$3.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.81K+ 350.78% |
$899K - $1.12M
|
2.33K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.81K+ 16.48% |
$899K - $1.12M
|
12.8K
$8.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.8K+ 3.85% |
$896K - $1.11M
|
48.7K
$32.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.79K+ 63.9% |
$890K - $1.11M
|
4.6K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.79K+ 19.21% |
$887K - $1.1M
|
11.1K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.78K+ 8.72% |
$883K - $1.1M
|
22.2K
$14.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.78K+ 16.12% |
$882K - $1.1M
|
12.8K
$8.45M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1.76KNew |
$875K - $1.09M
|
1.76K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
1.76KNew |
$875K - $1.09M
|
1.76K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.76K+ 12.21% |
$871K - $1.08M
|
16.1K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.73K+ 15.74% |
$859K - $1.07M
|
12.7K
$8.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.72K+ 174.14% |
$852K - $1.06M
|
2.7K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.71K+ 7.88% |
$851K - $1.06M
|
23.5K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.71K+ 6.92% |
$850K - $1.06M
|
26.5K
$17.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.71K+ 64.89% |
$848K - $1.06M
|
4.34K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.71K+ 17.95% |
$846K - $1.05M
|
11.2K
$7.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.7K+ 851.76% |
$842K - $1.05M
|
1.89K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.69K+ 2.63% |
$837K - $1.04M
|
65.7K
$43.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.68K+ 3.52% |
$834K - $1.04M
|
49.4K
$32.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.68K+ 7.67% |
$833K - $1.04M
|
23.5K
$15.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.67K+ 15.42% |
$831K - $1.03M
|
12.5K
$8.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
1.67KNew |
$829K - $1.03M
|
1.67K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.65K+ 78.98% |
$817K - $1.02M
|
3.73K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.64K+ 5.38% |
$813K - $1.01M
|
32.1K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.63K+ 2.71% |
$811K - $1.01M
|
62K
$40.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 23.36% |
$800K - $995K
|
8.51K
$5.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.61K+ 17.7% |
$798K - $993K
|
10.7K
$7.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.6KNew |
$796K - $990K
|
1.6K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.6K+ 329.96% |
$793K - $987K
|
2.08K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.59K+ 2.97% |
$790K - $983K
|
55.2K
$36.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.59K+ 8.99% |
$789K - $982K
|
19.3K
$12.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 10.81% |
$787K - $980K
|
16.3K
$10.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.58K+ 14.53% |
$786K - $978K
|
12.5K
$8.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.58K+ 50.49% |
$785K - $977K
|
4.72K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 1.63% |
$780K - $971K
|
98.2K
$64.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 74.76% |
$779K - $970K
|
3.67K
$2.42M
|