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 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
328New |
$163K - $203K
|
328
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
328+ 0.38% |
$163K - $203K
|
86K
$56.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
325+ 51.75% |
$161K - $201K
|
953
$630K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
325New |
$161K - $201K
|
325
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
325+ 7.07% |
$161K - $201K
|
4.92K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$161K - $201K
|
325
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
325New |
$161K - $201K
|
325
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
324+ 68.79% |
$161K - $200K
|
795
$525K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
321+ 77.72% |
$159K - $198K
|
734
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
321+ 59.55% |
$159K - $198K
|
860
$568K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
320+ 33.33% |
$159K - $198K
|
1.28K
$846K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
319+ 1.42% |
$158K - $197K
|
22.7K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
319New |
$158K - $197K
|
319
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
317+ 1.59% |
$157K - $196K
|
20.2K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
316+ 13.6% |
$157K - $195K
|
2.64K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
315New |
$156K - $195K
|
315
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
314+ 7.88% |
$156K - $194K
|
4.3K
$2.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
313+ 2.35% |
$155K - $193K
|
13.6K
$9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
312+ 64.46% |
$155K - $193K
|
796
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
311+ 20.18% |
$154K - $192K
|
1.85K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
311+ 42.08% |
$154K - $192K
|
1.05K
$694K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
311+ 4.95% |
$154K - $192K
|
6.6K
$4.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
309+ 2.99% |
$153K - $191K
|
10.7K
$7.04M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
306+ 7.32% |
$152K - $189K
|
4.49K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
305+ 0.73% |
$151K - $188K
|
42.2K
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
305+ 33.93% |
$151K - $188K
|
1.2K
$795K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
304+ 7.07% |
$151K - $188K
|
4.6K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 2.98% |
$150K - $187K
|
10.4K
$6.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
302+ 14.24% |
$150K - $187K
|
2.42K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
302+ 1.74% |
$150K - $187K
|
17.7K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
301+ 0.78% |
$149K - $186K
|
38.7K
$25.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
301+ 0.52% |
$149K - $186K
|
58.6K
$38.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
301+ 5.89% |
$149K - $186K
|
5.41K
$3.57M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
299+ 10.37% |
$148K - $185K
|
3.18K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
298+ 5.64% |
$148K - $184K
|
5.59K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
298+ 19.68% |
$148K - $184K
|
1.81K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
297+ 15.4% |
$147K - $184K
|
2.23K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
297+ 32.11% |
$147K - $184K
|
1.22K
$807K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
295+ 10.96% |
$146K - $182K
|
2.99K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
295+ 60.33% |
$146K - $182K
|
784
$518K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
293+ 17.64% |
$145K - $181K
|
1.95K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
291New |
$144K - $180K
|
291
$192K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
287+ 2.62% |
$142K - $177K
|
11.2K
$7.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
286+ 1.26% |
$142K - $177K
|
23K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
282+ 6.79% |
$140K - $174K
|
4.43K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
282+ 1.06% |
$140K - $174K
|
26.9K
$17.8M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
282+ 36.29% |
$140K - $174K
|
1.06K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
281+ 41.45% |
$140K - $174K
|
959
$634K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
278+ 26.45% |
$138K - $172K
|
1.33K
$878K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
277+ 1.7% |
$138K - $171K
|
16.6K
$11M
|