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 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
104+ 6.7% |
$51.6K - $64.3K
|
1.66K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
104+ 0.89% |
$51.6K - $64.3K
|
11.7K
$7.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
103+ 3.12% |
$51.1K - $63.6K
|
3.41K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
103+ 3.19% |
$51.1K - $63.6K
|
3.33K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
103+ 0.27% |
$51.1K - $63.6K
|
38.7K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
103+ 0.09% |
$51.1K - $63.6K
|
116K
$76.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
102+ 5.21% |
$50.6K - $63K
|
2.06K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
102+ 5.01% |
$50.6K - $63K
|
2.14K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
101+ 9.47% |
$50.1K - $62.4K
|
1.17K
$771K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
101+ 0.38% |
$50.1K - $62.4K
|
26.7K
$17.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 8.06% |
$49.6K - $61.8K
|
1.34K
$885K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
100+ 18.05% |
$49.6K - $61.8K
|
654
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100+ 4.1% |
$49.6K - $61.8K
|
2.54K
$1.68M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
100+ 19.84% |
$49.6K - $61.8K
|
604
$399K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
100+ 6.72% |
$49.6K - $61.8K
|
1.59K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
99+ 23.13% |
$49.2K - $61.2K
|
527
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
99+ 7.48% |
$49.2K - $61.2K
|
1.42K
$940K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
98+ 4.65% |
$48.7K - $60.5K
|
2.21K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
98+ 3.07% |
$48.7K - $60.5K
|
3.29K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
98+ 2.95% |
$48.7K - $60.5K
|
3.42K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
98+ 4.24% |
$48.7K - $60.5K
|
2.41K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
97+ 3.48% |
$48.2K - $59.9K
|
2.89K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
97+ 23.89% |
$48.2K - $59.9K
|
503
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
97+ 18.95% |
$48.2K - $59.9K
|
609
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
97+ 2.48% |
$48.2K - $59.9K
|
4.01K
$2.65M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
97+ 1.0% |
$48.2K - $59.9K
|
9.82K
$6.48M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
96+ 0.67% |
$47.7K - $59.3K
|
14.5K
$9.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
95+ 13.87% |
$47.2K - $58.7K
|
780
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
95+ 0.76% |
$47.2K - $58.7K
|
12.7K
$8.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
95+ 10.1% |
$47.2K - $58.7K
|
1.04K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
95+ 0.82% |
$47.2K - $58.7K
|
11.6K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
95+ 0.3% |
$47.2K - $58.7K
|
31.6K
$20.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
94+ 12.29% |
$46.7K - $58.1K
|
859
$567K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
94+ 22.93% |
$46.7K - $58.1K
|
504
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
94+ 1.59% |
$46.7K - $58.1K
|
6K
$3.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
92+ 1.79% |
$45.7K - $56.8K
|
5.23K
$3.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
92+ 0.38% |
$45.7K - $56.8K
|
24.4K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
92+ 0.41% |
$45.7K - $56.8K
|
22.5K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capco Asset Management, LLC
|
BUY
|
- |
91+ 413.64% |
$45.2K - $56.2K
|
113
$74.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90+ 2.66% |
$44.7K - $55.6K
|
3.47K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
90+ 3.33% |
$44.7K - $55.6K
|
2.79K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
90+ 1.09% |
$44.7K - $55.6K
|
8.33K
$5.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
90+ 3.6% |
$44.7K - $55.6K
|
2.59K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
90+ 0.36% |
$44.7K - $55.6K
|
25.2K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 0.92% |
$44.7K - $55.6K
|
9.92K
$6.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
90+ 27.86% |
$44.7K - $55.6K
|
413
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
89+ 1.99% |
$44.2K - $55K
|
4.57K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.29% |
$44.2K - $55K
|
3.97K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
89+ 0.1% |
$44.2K - $55K
|
89.9K
$59.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
88+ 1.53% |
$43.7K - $54.4K
|
5.85K
$3.87M
|