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 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
276+ 3.77% |
$137K - $171K
|
7.6K
$5.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
275+ 7.79% |
$137K - $170K
|
3.8K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
275+ 0.22% |
$137K - $170K
|
124K
$81.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
270+ 12.17% |
$134K - $167K
|
2.49K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
270+ 42.39% |
$134K - $167K
|
907
$599K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
269+ 14.39% |
$134K - $166K
|
2.14K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
268+ 0.41% |
$133K - $166K
|
65.6K
$43.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
264+ 17.12% |
$131K - $163K
|
1.81K
$1.19M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
264+ 7.03% |
$131K - $163K
|
4.02K
$2.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
263+ 51.17% |
$131K - $162K
|
777
$513K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
263+ 0.46% |
$131K - $162K
|
58K
$38.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
263+ 1.84% |
$131K - $162K
|
14.6K
$9.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
262+ 5.67% |
$130K - $162K
|
4.89K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
261+ 2.36% |
$130K - $161K
|
11.3K
$7.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
BUY
|
- |
260+ 11.61% |
$129K - $161K
|
2.5K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
259+ 50.59% |
$129K - $160K
|
771
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
259+ 7.55% |
$129K - $160K
|
3.69K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
258+ 36.39% |
$128K - $159K
|
967
$639K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
256+ 5.8% |
$127K - $158K
|
4.67K
$3.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
253+ 17.89% |
$126K - $156K
|
1.67K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
252+ 40.98% |
$125K - $156K
|
867
$573K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
251+ 60.05% |
$125K - $155K
|
669
$442K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
250+ 4.55% |
$124K - $154K
|
5.74K
$3.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
250+ 0.56% |
$124K - $154K
|
45.2K
$29.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
250+ 9.88% |
$124K - $154K
|
2.78K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
249+ 19.14% |
$124K - $154K
|
1.55K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
248+ 38.69% |
$123K - $153K
|
889
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
248+ 3.05% |
$123K - $153K
|
8.37K
$5.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
247+ 1.23% |
$123K - $153K
|
20.3K
$13.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
247+ 1.46% |
$123K - $153K
|
17.2K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
American Asset Management Inc.
|
BUY
|
- |
247+ 0.92% |
$123K - $153K
|
27.2K
$18M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
246+ 45.05% |
$122K - $152K
|
792
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
244+ 25.87% |
$121K - $151K
|
1.19K
$784K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
240+ 2.13% |
$119K - $148K
|
11.5K
$7.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
239+ 7.73% |
$119K - $148K
|
3.33K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
238+ 2.05% |
$118K - $147K
|
11.8K
$7.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
237+ 3.48% |
$118K - $146K
|
7.05K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
236+ 2.73% |
$117K - $146K
|
8.87K
$5.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
236+ 13.15% |
$117K - $146K
|
2.03K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
234+ 30.83% |
$116K - $145K
|
993
$656K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
233+ 2.78% |
$116K - $144K
|
8.62K
$5.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 11.19% |
$115K - $143K
|
2.31K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
232+ 4.49% |
$115K - $143K
|
5.4K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
229+ 1.83% |
$114K - $141K
|
12.7K
$8.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
229+ 3.34% |
$114K - $141K
|
7.08K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
229+ 34.38% |
$114K - $141K
|
895
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
229+ 8.12% |
$114K - $141K
|
3.05K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
228+ 9.77% |
$113K - $141K
|
2.56K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
228+ 3.3% |
$113K - $141K
|
7.14K
$4.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
227+ 2.71% |
$113K - $140K
|
8.59K
$5.68M
|