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 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
226+ 11.28% |
$112K - $140K
|
2.23K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
226+ 3.68% |
$112K - $140K
|
6.37K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
225+ 7.15% |
$112K - $139K
|
3.37K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
224+ 11.75% |
$111K - $138K
|
2.13K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
224+ 0.03% |
$111K - $138K
|
733K
$484M
|
|
|
Aug 13, 2025
Q2 2025
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
224+ 0.3% |
$111K - $138K
|
75.9K
$50.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
223+ 36.62% |
$111K - $138K
|
832
$550K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
223+ 0.55% |
$111K - $138K
|
40.8K
$27M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
223+ 0.89% |
$111K - $138K
|
25.2K
$16.6M
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
223+ 14.09% |
$111K - $138K
|
1.81K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
222+ 12.97% |
$110K - $137K
|
1.93K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
220+ 3.36% |
$109K - $136K
|
6.76K
$4.47M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
219+ 0.66% |
$109K - $135K
|
33.5K
$22.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
218+ 2.69% |
$108K - $135K
|
8.33K
$5.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
217+ 3.43% |
$108K - $134K
|
6.54K
$4.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
216+ 9.9% |
$107K - $133K
|
2.4K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
215+ 10.03% |
$107K - $133K
|
2.36K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
215+ 0.39% |
$107K - $133K
|
54.9K
$36.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
214+ 1.77% |
$106K - $132K
|
12.3K
$8.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
214+ 32.62% |
$106K - $132K
|
870
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
211+ 0.57% |
$105K - $130K
|
37.4K
$24.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
211+ 6.82% |
$105K - $130K
|
3.3K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
210+ 8.02% |
$104K - $130K
|
2.83K
$1.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
209+ 26.52% |
$104K - $129K
|
997
$659K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
207+ 0.56% |
$103K - $128K
|
37.1K
$24.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
205+ 41.92% |
$102K - $127K
|
694
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
205+ 2.25% |
$102K - $127K
|
9.32K
$6.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
204+ 3.75% |
$101K - $126K
|
5.64K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
203+ 1.12% |
$101K - $125K
|
18.3K
$12.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
203+ 42.56% |
$101K - $125K
|
680
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
202+ 17.6% |
$100K - $125K
|
1.35K
$892K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
202New |
$100K - $125K
|
202
$133K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
202+ 2.15% |
$100K - $125K
|
9.59K
$6.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
202+ 11.79% |
$100K - $125K
|
1.92K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
201+ 0.69% |
$99.8K - $124K
|
29.1K
$19.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
201+ 0.33% |
$99.8K - $124K
|
60.7K
$40.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
201+ 41.53% |
$99.8K - $124K
|
685
$453K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
201+ 13.45% |
$99.8K - $124K
|
1.7K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
200+ 1.36% |
$99.3K - $124K
|
14.9K
$9.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
200+ 21.65% |
$99.3K - $124K
|
1.12K
$743K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$99.3K - $124K
|
200
$132K
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
200+ 1.76% |
$99.3K - $124K
|
11.6K
$7.63M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
200+ 11.17% |
$99.3K - $124K
|
1.99K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
199+ 11.56% |
$98.8K - $123K
|
1.92K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
199+ 17.6% |
$98.8K - $123K
|
1.33K
$879K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
198+ 6.73% |
$98.3K - $122K
|
3.14K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
198+ 48.77% |
$98.3K - $122K
|
604
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
198+ 17.19% |
$98.3K - $122K
|
1.35K
$892K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
195+ 24.65% |
$96.8K - $120K
|
986
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
194+ 23.54% |
$96.3K - $120K
|
1.02K
$673K
|