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
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.13K+ 75.33% |
$561K - $698K
|
2.63K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.11K+ 9.42% |
$551K - $685K
|
12.9K
$8.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.1K+ 1.36% |
$547K - $681K
|
82.4K
$54.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
1.1K+ 37.93% |
$546K - $680K
|
4K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.1K+ 5.36% |
$545K - $678K
|
21.6K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.09K+ 7.49% |
$541K - $673K
|
15.6K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.09K+ 1.13% |
$541K - $673K
|
97.1K
$64.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.09K+ 15.63% |
$539K - $671K
|
8.04K
$5.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.08K+ 9.45% |
$537K - $669K
|
12.5K
$8.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.08K+ 11.44% |
$537K - $668K
|
10.5K
$6.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 40.55% |
$527K - $656K
|
3.68K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 3.71% |
$524K - $652K
|
29.5K
$19.5M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
1.05K+ 0.57% |
$522K - $649K
|
184K
$122M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 4.44% |
$518K - $645K
|
24.6K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
1.04K+ 2.92% |
$518K - $644K
|
36.8K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.04K+ 5.4% |
$518K - $644K
|
20.3K
$13.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.04KNew |
$515K - $641K
|
1.04K
$685K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.02K+ 43.52% |
$508K - $633K
|
3.38K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 4.65% |
$508K - $632K
|
23K
$15.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 18.41% |
$507K - $631K
|
6.57K
$4.34M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.01K+ 6.49% |
$503K - $626K
|
16.6K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 2.46% |
$502K - $625K
|
42.1K
$27.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.56% |
$499K - $622K
|
65.4K
$43.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.01K+ 64.42% |
$499K - $621K
|
2.57K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.01K+ 61.32% |
$499K - $621K
|
2.64K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
1KNew |
$496K - $618K
|
1K
$661K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
999+ 7.47% |
$496K - $617K
|
14.4K
$9.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
989+ 3.59% |
$491K - $611K
|
28.5K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
981+ 3.49% |
$487K - $606K
|
29.1K
$19.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
980+ 27.4% |
$487K - $605K
|
4.56K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
980+ 8.78% |
$487K - $605K
|
12.1K
$8.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
978New |
$486K - $604K
|
978
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
970+ 22.56% |
$482K - $599K
|
5.27K
$3.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
969+ 16.8% |
$481K - $599K
|
6.74K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
968+ 150.08% |
$481K - $598K
|
1.61K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
960+ 5.75% |
$477K - $593K
|
17.7K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
958+ 70.75% |
$476K - $592K
|
2.31K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
943+ 4.75% |
$468K - $583K
|
20.8K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
939+ 5.65% |
$466K - $580K
|
17.6K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
931+ 2.24% |
$462K - $575K
|
42.5K
$28.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
930+ 3.36% |
$462K - $575K
|
28.6K
$18.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
925+ 3.56% |
$459K - $572K
|
26.9K
$17.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
906+ 1.71% |
$450K - $560K
|
53.8K
$35.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
904New |
$449K - $559K
|
904
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
897+ 30.52% |
$445K - $554K
|
3.84K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
892+ 9.24% |
$443K - $551K
|
10.5K
$6.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
891+ 0.33% |
$442K - $551K
|
268K
$177M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
890+ 39.95% |
$442K - $550K
|
3.12K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
882+ 24.8% |
$438K - $545K
|
4.44K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
876+ 31.1% |
$435K - $541K
|
3.69K
$2.44M
|