Purchases and Sales Made in Q2 2025 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 09, 2025 Q2 2025
Pines Wealth Management, LLC

Southern Pines, NC
BUY
 -
405
+ 5.63%
$201K - $250K
7.6K $5.02M
Aug 01, 2025 Q2 2025
Wealth Watch Advisors, Inc

Englewood, CO
BUY
 -
405
+ 41.67%
$201K - $250K
1.38K $910K
Jul 15, 2025 Q2 2025
Forte Capital LLC

BUY
 -
404
+ 12.59%
$201K - $250K
3.61K $2.39M
Jul 18, 2025 Q2 2025
Nri Wealth Management Lc

Santa Clara, CA
BUY
 -
403
New
$200K - $249K
403 $266K
Jul 29, 2025 Q2 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
403
New
$200K - $249K
403 $266K
Jul 07, 2025 Q2 2025
Peterson Wealth Advisors, LLC

BUY
 -
401
New
$199K - $248K
401 $265K
Jul 30, 2025 Q2 2025
Sharper & Granite LLC

El Segundo, CA
BUY
 -
401
+ 4.1%
$199K - $248K
10.2K $6.73M
Jul 17, 2025 Q2 2025
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
400
+ 1.4%
$199K - $247K
29K $19.2M
Jul 21, 2025 Q2 2025
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
400
+ 12.73%
$199K - $247K
3.54K $2.34M
Aug 05, 2025 Q2 2025
Jacobson & Schmitt Advisors, LLC

BUY
 -
400
New
$199K - $247K
400 $264K
Aug 13, 2025 Q2 2025
Russell Investments Group, Ltd.

BUY
 -
396
+ 5.21%
$197K - $245K
8K $5.29M
Jul 18, 2025 Q2 2025
Dmkc Advisory Services, LLC

Des Moines, IA
BUY
 -
395
New
$196K - $244K
395 $261K
Jul 21, 2025 Q2 2025
Andina Capital Management, LLC

Lehi, UT
BUY
 -
395
New
$196K - $244K
395 $261K
Jul 08, 2025 Q2 2025
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
394
New
$196K - $243K
394 $260K
Aug 05, 2025 Q2 2025
Axim Planning & Wealth

Dayton, OH
BUY
 -
393
New
$195K - $243K
393 $260K
Jul 21, 2025 Q2 2025
Cornell Pochily Investment Advisors, Inc.

BUY
 -
392
+ 2.27%
$195K - $242K
17.6K $11.6M
Aug 07, 2025 Q2 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
390
+ 2.01%
$194K - $241K
19.8K $13.1M
Jul 14, 2025 Q2 2025
Salvus Wealth Management, LLC

BUY
 -
388
New
$193K - $240K
388 $256K
Aug 14, 2025 Q2 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
388
+ 0.72%
$193K - $240K
54.4K $35.9M
Jul 14, 2025 Q2 2025
Signature Securities Group Corporation

BUY
 -
387
+ 6.27%
$192K - $239K
6.56K $4.33M
Jul 30, 2025 Q2 2025
Forum Financial Management, LP

Lombard, IL
BUY
 -
382
+ 2.34%
$190K - $236K
16.7K $11.1M
Jul 24, 2025 Q2 2025
Gfg Capital, LLC

BUY
 -
381
New
$189K - $235K
381 $252K
Jul 28, 2025 Q2 2025
Clearview Wealth Advisors LLC

BUY
 -
381
New
$189K - $235K
381 $252K
Aug 11, 2025 Q2 2025
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
380
+ 25.78%
$189K - $235K
1.85K $1.22M
Jul 08, 2025 Q2 2025
Granite Bay Wealth Management, LLC

BUY
 -
378
+ 14.33%
$188K - $234K
3.02K $1.99M
Jul 17, 2025 Q2 2025
City Holding CO

BUY
 -
378
+ 6.11%
$188K - $234K
6.56K $4.34M
Aug 05, 2025 Q2 2025
Burney CO

Reston, VA
BUY
 -
376
+ 7.08%
$187K - $232K
5.69K $3.76M
Jul 18, 2025 Q2 2025
Simpli Fi, Inc.

BUY
 -
375
+ 0.88%
$186K - $232K
42.9K $28.4M
Jul 28, 2025 Q2 2025
Jgp Wealth Management, LLC

BUY
 -
375
+ 13.1%
$186K - $232K
3.24K $2.14M
Jul 24, 2025 Q2 2025
Davis Rea Ltd.

BUY
 -
372
New
$185K - $230K
372 $246K
Aug 06, 2025 Q2 2025
Bensler, LLC

Bellevue, WA
BUY
 -
372
+ 2.1%
$185K - $230K
18.1K $11.9M
Jul 02, 2025 Q2 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
371
+ 43.8%
$184K - $229K
1.22K $805K
Jul 11, 2025 Q2 2025
Oxen Free Capital LLC

Satellite Beach, FL
BUY
 -
371
New
$184K - $229K
371 $245K
Jul 28, 2025 Q2 2025
Diversified Investment Strategies, LLC

BUY
 -
371
+ 21.21%
$184K - $229K
2.12K $1.4M
Aug 06, 2025 Q2 2025
Suncoast Equity Management

BUY
 -
371
+ 11.28%
$184K - $229K
3.66K $2.42M
Aug 04, 2025 Q2 2025
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
370
+ 0.93%
$184K - $229K
40.2K $26.6M
Aug 08, 2025 Q2 2025
Adapt Wealth Advisors, LLC

Atlanta, GA
BUY
 -
369
New
$183K - $228K
369 $244K
Jul 31, 2025 Q2 2025
Graybill Bartz & Assoc LTD

BUY
 -
368
+ 9.75%
$183K - $227K
4.14K $2.74M
Aug 07, 2025 Q2 2025
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
367
New
$182K - $227K
367 $242K
Aug 14, 2025 Q2 2025
Wilkins Miller Wealth Management, LLC

Mobile, AL
BUY
 -
367
New
$182K - $227K
367 $242K
Aug 01, 2025 Q2 2025
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
365
+ 8.8%
$181K - $226K
4.51K $2.98M
Aug 14, 2025 Q2 2025
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
365
+ 5.89%
$181K - $226K
6.57K $4.34M
Jul 02, 2025 Q2 2025
Helen Stephens Group, LLC

BUY
 -
364
+ 2.73%
$181K - $225K
13.7K $9.05M
Jul 24, 2025 Q2 2025
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
364
+ 8.23%
$181K - $225K
4.79K $3.16M
Aug 04, 2025 Q2 2025
Buckhead Capital Management LLC

BUY
 -
363
+ 19.43%
$180K - $224K
2.23K $1.47M
Aug 15, 2025 Q2 2025
Puff Wealth Management, LLC

Haddonfield, NJ
BUY
 -
363
New
$180K - $224K
363 $240K
Aug 06, 2025 Q2 2025
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
361
New
$179K - $223K
361 $238K
Jul 25, 2025 Q2 2025
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
360
+ 4.82%
$179K - $222K
7.83K $5.17M
Aug 07, 2025 Q2 2025
Bearing Point Capital, LLC

Bloomington, MN
BUY
 -
359
+ 6.96%
$178K - $222K
5.52K $3.64M

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