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 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
127+ 25.45% |
$63.1K - $78.5K
|
626
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
127+ 0.79% |
$63.1K - $78.5K
|
16.3K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
126+ 0.39% |
$62.6K - $77.8K
|
32.6K
$21.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
125+ 3.54% |
$62.1K - $77.2K
|
3.65K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
125+ 10.02% |
$62.1K - $77.2K
|
1.37K
$907K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
125+ 7.44% |
$62.1K - $77.2K
|
1.81K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
125+ 10.58% |
$62.1K - $77.2K
|
1.31K
$863K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
124+ 0.24% |
$61.6K - $76.6K
|
51.6K
$34.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
124+ 0.89% |
$61.6K - $76.6K
|
14K
$9.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
123+ 2.9% |
$61.1K - $76K
|
4.37K
$2.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
123+ 11.1% |
$61.1K - $76K
|
1.23K
$813K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
123+ 1.65% |
$61.1K - $76K
|
7.56K
$4.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
122+ 3.77% |
$60.6K - $75.4K
|
3.36K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
122+ 1.3% |
$60.6K - $75.4K
|
9.52K
$6.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
122+ 0.63% |
$60.6K - $75.4K
|
19.6K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
121+ 6.64% |
$60.1K - $74.8K
|
1.94K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
120+ 7.46% |
$59.6K - $74.1K
|
1.73K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
119+ 0.71% |
$59.1K - $73.5K
|
17K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
119+ 9.15% |
$59.1K - $73.5K
|
1.42K
$937K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 16.81% |
$58.6K - $72.9K
|
820
$542K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
116+ 5.08% |
$57.6K - $71.7K
|
2.4K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
116+ 504.35% |
$57.6K - $71.7K
|
139
$91.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
115+ 14.92% |
$57.1K - $71.1K
|
886
$585K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
115+ 16.86% |
$57.1K - $71.1K
|
797
$527K
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
115+ 5.72% |
$57.1K - $71.1K
|
2.12K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
115+ 31.25% |
$57.1K - $71.1K
|
483
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
115+ 2.22% |
$57.1K - $71.1K
|
5.29K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
114+ 0.82% |
$56.6K - $70.4K
|
13.9K
$9.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
113+ 8.11% |
$56.1K - $69.8K
|
1.51K
$996K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
110+ 21.03% |
$54.6K - $68K
|
633
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
110+ 2.55% |
$54.6K - $68K
|
4.42K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
110New |
$54.6K - $68K
|
110
$72.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
110+ 0.88% |
$54.6K - $68K
|
12.6K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
110+ 1.71% |
$54.6K - $68K
|
6.55K
$4.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
108+ 26.34% |
$53.6K - $66.7K
|
518
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
107+ 0.56% |
$53.1K - $66.1K
|
19.4K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
107+ 2.41% |
$53.1K - $66.1K
|
4.55K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
107+ 19.53% |
$53.1K - $66.1K
|
655
$433K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
106+ 15.06% |
$52.6K - $65.5K
|
810
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
106+ 3.34% |
$52.6K - $65.5K
|
3.28K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
106+ 5.44% |
$52.6K - $65.5K
|
2.05K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
106+ 0.54% |
$52.6K - $65.5K
|
19.7K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
105+ 10.04% |
$52.1K - $64.9K
|
1.15K
$760K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
105+ 145.83% |
$52.1K - $64.9K
|
177
$117K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
105+ 1.66% |
$52.1K - $64.9K
|
6.43K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.52% |
$52.1K - $64.9K
|
7K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
105+ 1.4% |
$52.1K - $64.9K
|
7.63K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
104+ 3.67% |
$51.6K - $64.3K
|
2.94K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
104+ 11.08% |
$51.6K - $64.3K
|
1.04K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
104+ 6.48% |
$51.6K - $64.3K
|
1.71K
$1.13M
|