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 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
741+ 0.19% |
$368K - $458K
|
393K
$260M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
740+ 192.21% |
$367K - $457K
|
1.13K
$743K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
738+ 97.88% |
$366K - $456K
|
1.49K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
738New |
$366K - $456K
|
738
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
734+ 8.81% |
$364K - $454K
|
9.06K
$5.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
733+ 55.49% |
$364K - $453K
|
2.05K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
723+ 14.57% |
$359K - $447K
|
5.69K
$3.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
719+ 3.22% |
$357K - $444K
|
23K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
718New |
$356K - $444K
|
718
$474K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
717+ 3.1% |
$356K - $443K
|
23.9K
$15.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
717New |
$356K - $443K
|
717
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
710+ 18.89% |
$353K - $439K
|
4.47K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
708+ 3.3% |
$352K - $437K
|
22.2K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
703+ 273.54% |
$349K - $434K
|
960
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
702+ 12.43% |
$349K - $434K
|
6.35K
$4.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
702+ 4.83% |
$349K - $434K
|
15.2K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
700+ 25.15% |
$348K - $432K
|
3.48K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
700+ 125.0% |
$348K - $432K
|
1.26K
$832K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
695+ 11.75% |
$345K - $429K
|
6.61K
$4.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
693+ 0.91% |
$344K - $428K
|
76.9K
$50.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
693+ 9.86% |
$344K - $428K
|
7.72K
$5.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
692New |
$344K - $428K
|
692
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
690+ 2.94% |
$343K - $426K
|
24.2K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
686+ 27.0% |
$341K - $424K
|
3.23K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
686+ 117.06% |
$341K - $424K
|
1.27K
$840K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
684New |
$340K - $423K
|
684
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
677+ 1.9% |
$336K - $418K
|
36.3K
$24M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
677+ 35.3% |
$336K - $418K
|
2.6K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
674+ 47.07% |
$335K - $416K
|
2.11K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
665+ 31.12% |
$330K - $411K
|
2.8K
$1.85M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
665+ 22.12% |
$330K - $411K
|
3.67K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
661+ 24.62% |
$328K - $408K
|
3.35K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
661+ 5.05% |
$328K - $408K
|
13.7K
$9.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
660+ 4.78% |
$328K - $408K
|
14.5K
$9.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
659+ 9.57% |
$327K - $407K
|
7.55K
$4.99M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
657+ 0.73% |
$326K - $406K
|
91.1K
$60.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
656+ 1.09% |
$326K - $405K
|
61K
$40.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$324K - $403K
|
653
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
649+ 4.48% |
$322K - $401K
|
15.1K
$9.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
647+ 2.01% |
$321K - $400K
|
32.9K
$21.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
645+ 41.03% |
$320K - $399K
|
2.22K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
643+ 2.43% |
$319K - $397K
|
27.1K
$17.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
643New |
$319K - $397K
|
643
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
642+ 5.95% |
$319K - $397K
|
11.4K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
638+ 15.28% |
$317K - $394K
|
4.81K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
637+ 1.25% |
$316K - $394K
|
51.5K
$34M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
635+ 134.82% |
$315K - $392K
|
1.11K
$731K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
634+ 0.99% |
$315K - $392K
|
64.8K
$42.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
634+ 5.63% |
$315K - $392K
|
11.9K
$7.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 24.53% |
$314K - $390K
|
3.21K
$2.12M
|