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 |
---|---|---|---|---|---|---|---|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
64.4KNew |
$32M - $39.8M
|
64.4K
$42.5M
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
63.4K+ 66.95% |
$31.5M - $39.2M
|
158K
$104M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
60.8K+ 80.99% |
$30.2M - $37.6M
|
136K
$89.8M
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
60.4K+ 2389.94% |
$30M - $37.3M
|
62.9K
$41.6M
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
59.9KNew |
$29.7M - $37M
|
59.9K
$39.6M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.8K+ 3.61% |
$28.7M - $35.7M
|
1.66M
$1.1B
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
57.5K+ 449.3% |
$28.5M - $35.5M
|
70.3K
$46.4M
|
|
Aug 14, 2025
Q2 2025
|
Tig Advisors, LLC
New York, NY |
BUY
|
- |
56.9KNew |
$28.2M - $35.1M
|
56.9K
$37.6M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
56.7K+ 260.54% |
$28.2M - $35M
|
78.5K
$51.8M
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
56.3K+ 145.36% |
$27.9M - $34.8M
|
95K
$62.8M
|
|
Sep 24, 2025
Q2 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
54.6K+ 3580.45% |
$27.1M - $33.7M
|
56.1K
$37.1M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
53.7K+ 24.53% |
$26.7M - $33.2M
|
273K
$180M
|
|
Jul 29, 2025
Q2 2025
|
Akuna Securities LLC
Chicago, IL |
BUY
|
- |
53.1K+ 8.2% |
$26.4M - $32.8M
|
701K
$463M
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
52.8KNew |
$26.2M - $32.6M
|
52.8K
$34.9M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.5K+ 3.94% |
$26.1M - $32.5M
|
1.39M
$915M
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
52.4K+ 5.55% |
$26M - $32.4M
|
996K
$658M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
52.3K+ 6.58% |
$26M - $32.3M
|
847K
$560M
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
52.2KNew |
$25.9M - $32.2M
|
52.2K
$34.5M
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
51.4KNew |
$25.5M - $31.8M
|
51.4K
$34M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51.2K+ 512.52% |
$25.4M - $31.7M
|
61.2K
$40.4M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.1K+ 21.2% |
$25.4M - $31.6M
|
292K
$193M
|
|
Aug 14, 2025
Q2 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
50.8KNew |
$25.2M - $31.4M
|
50.8K
$33.6M
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
49.4K+ 73.8% |
$24.5M - $30.5M
|
116K
$76.9M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.1KNew |
$24.4M - $30.3M
|
49.1K
$32.4M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.7K+ 19.98% |
$24.2M - $30.1M
|
292K
$193M
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
48.4KNew |
$24M - $29.9M
|
48.4K
$32M
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
48.4K+ 8461.54% |
$24M - $29.9M
|
49K
$32.4M
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
46.7K+ 699.31% |
$23.2M - $28.8M
|
53.3K
$35.2M
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 31.61% |
$23M - $28.6M
|
193K
$127M
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
45.7K+ 3.91% |
$22.7M - $28.2M
|
1.22M
$803M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45.6K+ 28.86% |
$22.6M - $28.2M
|
204K
$134M
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
45.5K+ 244.63% |
$22.6M - $28.1M
|
64.1K
$42.3M
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
45.2KNew |
$22.5M - $27.9M
|
45.2K
$29.9M
|
|
Jul 16, 2025
Q2 2025
|
Peavine Capital, LLC
|
BUY
|
- |
44.9K+ 16.97% |
$22.3M - $27.7M
|
309K
$204M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
44.7K+ 21.72% |
$22.2M - $27.6M
|
251K
$166M
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
44.4K+ 4696.09% |
$22.1M - $27.4M
|
45.4K
$30M
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
43.3K+ 21.11% |
$21.5M - $26.7M
|
248K
$164M
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
41.9K+ 35.32% |
$20.8M - $25.9M
|
160K
$106M
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
40.4K+ 113.59% |
$20M - $24.9M
|
75.9K
$50.1M
|
|
Aug 13, 2025
Q2 2025
|
Orchard Capital Managment, LLC
Chicago, IL |
BUY
|
- |
40KNew |
$19.9M - $24.7M
|
40K
$26.4M
|
|
Aug 14, 2025
Q2 2025
|
Iridian Asset Management LLC
|
BUY
|
- |
40KNew |
$19.9M - $24.7M
|
40K
$26.4M
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
39.7K+ 7269.41% |
$19.7M - $24.5M
|
40.2K
$26.6M
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
38.9K+ 801.24% |
$19.3M - $24M
|
43.8K
$28.9M
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
38.2K+ 102.32% |
$19M - $23.6M
|
75.5K
$49.9M
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
38.1K+ 975.82% |
$18.9M - $23.5M
|
42K
$27.7M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
37.3K+ 287.76% |
$18.5M - $23.1M
|
50.3K
$33.2M
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
36.9K+ 185.19% |
$18.3M - $22.8M
|
56.9K
$37.6M
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.9K+ 9.07% |
$18.3M - $22.8M
|
443K
$293M
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
36.4K+ 601.52% |
$18.1M - $22.5M
|
42.5K
$28.1M
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
35.8KNew |
$17.8M - $22.1M
|
35.8K
$23.7M
|