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 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
626New |
$311K - $387K
|
626
$414K
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
625+ 36.46% |
$310K - $386K
|
2.34K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
619+ 12.78% |
$307K - $382K
|
5.46K
$3.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
616New |
$306K - $381K
|
616
$407K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
611+ 5.72% |
$303K - $378K
|
11.3K
$7.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
609+ 2.55% |
$302K - $376K
|
24.4K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
609+ 0.47% |
$302K - $376K
|
131K
$86.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
607+ 63.3% |
$301K - $375K
|
1.57K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
607+ 7.94% |
$301K - $375K
|
8.25K
$5.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
606+ 52.06% |
$301K - $374K
|
1.77K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
604+ 0.62% |
$300K - $373K
|
97.4K
$64.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
602+ 1.64% |
$299K - $372K
|
37.4K
$24.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
601+ 20.09% |
$298K - $371K
|
3.59K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
600New |
$298K - $371K
|
600
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Whitford Management LLC
New York, NY |
BUY
|
- |
600+ 1.49% |
$298K - $371K
|
40.8K
$27M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
599+ 24.19% |
$297K - $370K
|
3.08K
$2.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
597+ 3.8% |
$296K - $369K
|
16.3K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
594New |
$295K - $367K
|
594
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
591+ 1.87% |
$293K - $365K
|
32.2K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
590+ 47.2% |
$293K - $365K
|
1.84K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
589+ 1.08% |
$292K - $364K
|
55.3K
$36.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
588New |
$292K - $363K
|
588
$388K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
587+ 13.06% |
$291K - $363K
|
5.08K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
585+ 1.03% |
$290K - $361K
|
57.5K
$38M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
583+ 3.11% |
$289K - $360K
|
19.3K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
581+ 17.63% |
$288K - $359K
|
3.88K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
577+ 1.44% |
$286K - $356K
|
40.8K
$26.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
576New |
$286K - $356K
|
576
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
574+ 12.79% |
$285K - $355K
|
5.06K
$3.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
572New |
$284K - $353K
|
572
$378K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
569+ 7.08% |
$282K - $352K
|
8.61K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
565New |
$281K - $349K
|
565
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
564+ 21.83% |
$280K - $348K
|
3.15K
$2.08M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
563+ 10.71% |
$280K - $348K
|
5.82K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
561+ 4.78% |
$279K - $347K
|
12.3K
$8.12M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
556New |
$276K - $344K
|
556
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
550+ 8.33% |
$273K - $340K
|
7.15K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
550+ 15.13% |
$273K - $340K
|
4.18K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
546+ 6.26% |
$271K - $337K
|
9.27K
$6.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
546+ 92.7% |
$271K - $337K
|
1.14K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
545+ 1.21% |
$271K - $337K
|
45.4K
$30M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
541New |
$269K - $334K
|
541
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
540+ 2.0% |
$268K - $334K
|
27.5K
$18.2M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
539+ 9.71% |
$268K - $333K
|
6.09K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
537+ 3.14% |
$267K - $332K
|
17.6K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
536+ 0.57% |
$266K - $331K
|
95K
$62.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
533New |
$265K - $329K
|
533
$352K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
529New |
$263K - $327K
|
529
$349K
|