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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
164+ 1.36% |
$81.4K - $101K
|
12.2K
$8.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
163+ 2.42% |
$80.9K - $101K
|
6.9K
$4.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
163+ 4.48% |
$80.9K - $101K
|
3.8K
$2.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
163+ 5.74% |
$80.9K - $101K
|
3K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
162+ 0.54% |
$80.4K - $100K
|
30.1K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
161+ 0.75% |
$79.9K - $99.5K
|
21.5K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
159+ 4.24% |
$78.9K - $98.2K
|
3.91K
$2.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
157+ 5.85% |
$77.9K - $97K
|
2.84K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
157+ 2.87% |
$77.9K - $97K
|
5.62K
$3.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
153+ 17.57% |
$76K - $94.5K
|
1.02K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
153+ 8.09% |
$76K - $94.5K
|
2.04K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
152+ 0.23% |
$75.5K - $93.9K
|
65.6K
$43.3M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
151+ 1.4% |
$75K - $93.3K
|
11K
$7.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
150+ 37.78% |
$74.5K - $92.7K
|
547
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
150+ 3.1% |
$74.5K - $92.7K
|
4.99K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
150+ 12.11% |
$74.5K - $92.7K
|
1.39K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
149+ 16.67% |
$74K - $92.1K
|
1.04K
$689K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
149+ 12.29% |
$74K - $92.1K
|
1.36K
$899K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
148+ 11.14% |
$73.5K - $91.4K
|
1.48K
$975K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
147+ 32.74% |
$73K - $90.8K
|
596
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
146+ 5.79% |
$72.5K - $90.2K
|
2.67K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
145+ 9.33% |
$72K - $89.6K
|
1.7K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
145+ 5.57% |
$72K - $89.6K
|
2.75K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
BUY
|
- |
144+ 26.57% |
$71.5K - $89K
|
686
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
144+ 13.78% |
$71.5K - $89K
|
1.19K
$786K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
142+ 19.09% |
$70.5K - $87.7K
|
886
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
141+ 5.07% |
$70K - $87.1K
|
2.92K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
140+ 3.0% |
$69.5K - $86.5K
|
4.81K
$3.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
138+ 2.13% |
$68.5K - $85.3K
|
6.62K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
138+ 5.62% |
$68.5K - $85.3K
|
2.59K
$1.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
136+ 0.3% |
$67.5K - $84K
|
45.8K
$30.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
135+ 7.01% |
$67K - $83.4K
|
2.06K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
135+ 0.22% |
$67K - $83.4K
|
62.2K
$41.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
135+ 29.61% |
$67K - $83.4K
|
591
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
133+ 0.91% |
$66K - $82.2K
|
14.8K
$9.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
133+ 0.59% |
$66K - $82.2K
|
22.7K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
133+ 9.1% |
$66K - $82.2K
|
1.59K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
132+ 6.39% |
$65.5K - $81.6K
|
2.2K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
131+ 4.65% |
$65K - $80.9K
|
2.95K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
131+ 1.73% |
$65K - $80.9K
|
7.69K
$5.08M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
131+ 10.9% |
$65K - $80.9K
|
1.33K
$881K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
130+ 1.42% |
$64.5K - $80.3K
|
9.31K
$6.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
130+ 1.11% |
$64.5K - $80.3K
|
11.9K
$7.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
130+ 2.67% |
$64.5K - $80.3K
|
5K
$3.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
130+ 1.57% |
$64.5K - $80.3K
|
8.42K
$5.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
128+ 4.02% |
$63.5K - $79.1K
|
3.31K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
128+ 1066.67% |
$63.5K - $79.1K
|
140
$92.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
127+ 13.63% |
$63.1K - $78.5K
|
1.06K
$700K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
127+ 10.01% |
$63.1K - $78.5K
|
1.4K
$922K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
127+ 5.89% |
$63.1K - $78.5K
|
2.28K
$1.51M
|