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 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
447+ 33.79% |
$222K - $276K
|
1.77K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
446+ 2.07% |
$221K - $276K
|
22K
$14.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
443+ 3.66% |
$220K - $274K
|
12.5K
$8.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
443New |
$220K - $274K
|
443
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
442+ 1.3% |
$219K - $273K
|
34.4K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
442+ 4.49% |
$219K - $273K
|
10.3K
$6.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
442+ 1.63% |
$219K - $273K
|
27.5K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
440New |
$218K - $272K
|
440
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
440New |
$218K - $272K
|
440
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
439+ 8.44% |
$218K - $271K
|
5.64K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
437+ 5.05% |
$217K - $270K
|
9.09K
$6M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
437+ 86.53% |
$217K - $270K
|
942
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
435New |
$216K - $269K
|
435
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
435+ 17.46% |
$216K - $269K
|
2.93K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
433+ 1.06% |
$215K - $268K
|
41.3K
$27.3M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
432New |
$214K - $267K
|
432
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
431+ 3.8% |
$214K - $266K
|
11.8K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
431+ 73.3% |
$214K - $266K
|
1.02K
$673K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
428+ 5.4% |
$212K - $264K
|
8.35K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
428+ 33.41% |
$212K - $264K
|
1.71K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
428New |
$212K - $264K
|
428
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
428+ 41.59% |
$212K - $264K
|
1.46K
$963K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
427+ 3.62% |
$212K - $264K
|
12.2K
$8.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
427+ 6.8% |
$212K - $264K
|
6.71K
$4.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
424New |
$211K - $262K
|
424
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
424+ 21.63% |
$211K - $262K
|
2.38K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
423+ 0.3% |
$210K - $261K
|
142K
$93.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
423+ 190.54% |
$210K - $261K
|
645
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
422New |
$210K - $261K
|
422
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
421+ 6.22% |
$209K - $260K
|
7.19K
$4.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
420+ 6.94% |
$209K - $259K
|
6.47K
$4.27M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
420+ 22.08% |
$209K - $259K
|
2.32K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
418New |
$208K - $258K
|
418
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
418+ 1.37% |
$208K - $258K
|
30.9K
$20.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
418+ 14.69% |
$208K - $258K
|
3.26K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
417New |
$207K - $258K
|
417
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
417+ 1.67% |
$207K - $258K
|
25.4K
$16.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
417+ 10.69% |
$207K - $258K
|
4.32K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
416+ 2.68% |
$207K - $257K
|
16K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
415+ 14.89% |
$206K - $256K
|
3.2K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
415New |
$206K - $256K
|
415
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
414+ 3.29% |
$206K - $256K
|
13K
$8.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
413New |
$205K - $255K
|
413
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
413+ 13.56% |
$205K - $255K
|
3.46K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
410New |
$204K - $253K
|
410
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
409New |
$203K - $253K
|
409
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
408+ 13.34% |
$203K - $252K
|
3.47K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
408New |
$203K - $252K
|
408
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
408+ 18.16% |
$203K - $252K
|
2.66K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
407+ 1.34% |
$202K - $251K
|
30.9K
$20.4M
|