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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
876+ 10.77% |
$435K - $541K
|
9.01K
$5.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
874+ 3.2% |
$434K - $540K
|
28.2K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
874+ 5.43% |
$434K - $540K
|
17K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
868+ 2.6% |
$431K - $536K
|
34.3K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
861+ 5.96% |
$427K - $532K
|
15.3K
$10.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
857+ 8.28% |
$425K - $529K
|
11.2K
$7.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
852+ 1.83% |
$423K - $526K
|
47.5K
$31.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
846+ 1.9% |
$420K - $523K
|
45.3K
$30M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
839+ 76.34% |
$417K - $518K
|
1.94K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
837New |
$416K - $517K
|
837
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
837+ 51.89% |
$416K - $517K
|
2.45K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
834+ 6.57% |
$414K - $515K
|
13.5K
$8.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
831+ 3.73% |
$413K - $513K
|
23.1K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
825New |
$410K - $510K
|
825
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
824+ 37.15% |
$409K - $509K
|
3.04K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
822+ 5.37% |
$408K - $508K
|
16.1K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
821+ 5.39% |
$408K - $507K
|
16K
$10.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
817+ 15.84% |
$406K - $505K
|
5.98K
$3.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
817+ 11.89% |
$406K - $505K
|
7.69K
$5.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
810+ 9.57% |
$402K - $500K
|
9.27K
$6.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
809+ 9.37% |
$402K - $500K
|
9.44K
$6.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
809+ 4.85% |
$402K - $500K
|
17.5K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
805+ 0.84% |
$400K - $497K
|
96.1K
$63.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
805+ 33.77% |
$400K - $497K
|
3.19K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
804+ 5.75% |
$399K - $497K
|
14.8K
$9.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
803+ 5.94% |
$399K - $496K
|
14.3K
$9.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
802+ 8.4% |
$398K - $496K
|
10.4K
$6.84M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
802+ 10.48% |
$398K - $496K
|
8.45K
$5.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
799+ 5.06% |
$397K - $494K
|
16.6K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
798+ 62.74% |
$396K - $493K
|
2.07K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
797+ 93.88% |
$396K - $492K
|
1.65K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
793New |
$394K - $490K
|
793
$524K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
792New |
$393K - $489K
|
792
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
792+ 3.0% |
$393K - $489K
|
27.2K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
789+ 14.93% |
$392K - $487K
|
6.07K
$4.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
784+ 6.85% |
$389K - $484K
|
12.2K
$8.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
780New |
$387K - $482K
|
780
$515K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
775+ 21.31% |
$385K - $479K
|
4.41K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
775+ 8.69% |
$385K - $479K
|
9.69K
$6.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
771+ 4.85% |
$383K - $476K
|
16.7K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
771+ 1.46% |
$383K - $476K
|
53.4K
$35.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
764+ 20.57% |
$379K - $472K
|
4.48K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
762+ 21.39% |
$378K - $471K
|
4.33K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
760+ 217.14% |
$377K - $470K
|
1.11K
$733K
|
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
754+ 0.52% |
$374K - $466K
|
147K
$97.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
748New |
$371K - $462K
|
748
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
748+ 1.91% |
$371K - $462K
|
40K
$26.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
745+ 5.59% |
$370K - $460K
|
14.1K
$9.29M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
745New |
$370K - $460K
|
745
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
744New |
$369K - $460K
|
744
$492K
|