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
|
Lynch & Associates
|
BUY
|
- |
193+ 34.9% |
$95.8K - $119K
|
746
$493K
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
193+ 1.63% |
$95.8K - $119K
|
12K
$7.93M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
193+ 6.06% |
$95.8K - $119K
|
3.38K
$2.23M
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
193+ 3.73% |
$95.8K - $119K
|
5.36K
$3.54M
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
192+ 9.61% |
$95.3K - $119K
|
2.19K
$1.45M
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
191+ 2.66% |
$94.8K - $118K
|
7.38K
$4.88M
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
191+ 9.1% |
$94.8K - $118K
|
2.29K
$1.51M
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
189+ 48.71% |
$93.8K - $117K
|
577
$381K
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
188+ 4.57% |
$93.3K - $116K
|
4.31K
$2.84M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
188+ 11.88% |
$93.3K - $116K
|
1.77K
$1.17M
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
187+ 6.69% |
$92.8K - $116K
|
2.98K
$1.97M
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185+ 4.47% |
$91.8K - $114K
|
4.33K
$2.86M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
184+ 0.23% |
$91.4K - $114K
|
80.1K
$52.9M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183New |
$90.9K - $113K
|
183
$121K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
182+ 0.13% |
$90.4K - $112K
|
144K
$95.1M
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181New |
$89.9K - $112K
|
181
$120K
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
180+ 6.72% |
$89.4K - $111K
|
2.86K
$1.89M
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
179+ 8.02% |
$88.9K - $111K
|
2.41K
$1.59M
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
179+ 13.8% |
$88.9K - $111K
|
1.48K
$975K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
178+ 0.36% |
$88.4K - $110K
|
49.1K
$32.4M
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
178+ 4.02% |
$88.4K - $110K
|
4.6K
$3.04M
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
177+ 10.39% |
$87.9K - $109K
|
1.88K
$1.24M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
176+ 14.29% |
$87.4K - $109K
|
1.41K
$930K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
176+ 1.82% |
$87.4K - $109K
|
9.84K
$6.5M
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
176+ 6.69% |
$87.4K - $109K
|
2.81K
$1.85M
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
176+ 0.18% |
$87.4K - $109K
|
98.9K
$65.3M
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
175+ 41.37% |
$86.9K - $108K
|
598
$395K
|
|
Aug 14, 2025
Q2 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
175+ 14.02% |
$86.9K - $108K
|
1.42K
$940K
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
174+ 3.52% |
$86.4K - $108K
|
5.12K
$3.38M
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
174+ 22.75% |
$86.4K - $108K
|
939
$620K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
174+ 0.19% |
$86.4K - $108K
|
93.2K
$61.6M
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
173+ 4.48% |
$85.9K - $107K
|
4.04K
$2.67M
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
173+ 13.34% |
$85.9K - $107K
|
1.47K
$971K
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
172+ 10.37% |
$85.4K - $106K
|
1.83K
$1.21M
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
172+ 12.83% |
$85.4K - $106K
|
1.51K
$1M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
171+ 1.43% |
$84.9K - $106K
|
12.2K
$8.04M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
171+ 0.92% |
$84.9K - $106K
|
18.8K
$12.4M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
170+ 3.79% |
$84.4K - $105K
|
4.66K
$3.08M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
168+ 0.87% |
$83.4K - $104K
|
19.5K
$12.9M
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
168+ 3.72% |
$83.4K - $104K
|
4.68K
$3.09M
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
167+ 2.79% |
$82.9K - $103K
|
6.14K
$4.06M
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
166+ 1.38% |
$82.4K - $103K
|
12.2K
$8.08M
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
166+ 2.26% |
$82.4K - $103K
|
7.51K
$4.96M
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
165+ 11.0% |
$81.9K - $102K
|
1.67K
$1.1M
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
165+ 27.5% |
$81.9K - $102K
|
765
$505K
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
165+ 3.63% |
$81.9K - $102K
|
4.72K
$3.11M
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
165+ 7.94% |
$81.9K - $102K
|
2.24K
$1.48M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
164+ 17.34% |
$81.4K - $101K
|
1.11K
$733K
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
164+ 29.87% |
$81.4K - $101K
|
713
$471K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
164+ 4.46% |
$81.4K - $101K
|
3.84K
$2.54M
|