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 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
87+ 1.51% |
$43.2K - $53.8K
|
5.84K
$3.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
86+ 0.89% |
$42.7K - $53.1K
|
9.78K
$6.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
85+ 1.34% |
$42.2K - $52.5K
|
6.41K
$4.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
85+ 9.63% |
$42.2K - $52.5K
|
968
$639K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.2% |
$41.7K - $51.9K
|
1.7K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
83+ 3.06% |
$41.2K - $51.3K
|
2.8K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
83+ 3.5% |
$41.2K - $51.3K
|
2.45K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
83+ 4.22% |
$41.2K - $51.3K
|
2.05K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
82+ 0.3% |
$40.7K - $50.7K
|
27.1K
$17.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
82+ 19.48% |
$40.7K - $50.7K
|
503
$332K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.03% |
$40.2K - $50K
|
7.91K
$5.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
81+ 2.94% |
$40.2K - $50K
|
2.83K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
81+ 6.09% |
$40.2K - $50K
|
1.41K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
79+ 0.73% |
$39.2K - $48.8K
|
10.9K
$7.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
79+ 4.56% |
$39.2K - $48.8K
|
1.81K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
79+ 0.17% |
$39.2K - $48.8K
|
46.8K
$30.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
78+ 0.49% |
$38.7K - $48.2K
|
16.1K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
78+ 1.88% |
$38.7K - $48.2K
|
4.22K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
77+ 513.33% |
$38.2K - $47.6K
|
92
$60.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
77+ 0.5% |
$38.2K - $47.6K
|
15.4K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
76+ 1.07% |
$37.7K - $47K
|
7.17K
$4.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
76+ 14.02% |
$37.7K - $47K
|
618
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75+ 16.16% |
$37.2K - $46.3K
|
539
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
75+ 1.61% |
$37.2K - $46.3K
|
4.72K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
75+ 2.65% |
$37.2K - $46.3K
|
2.91K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
75+ 7.69% |
$37.2K - $46.3K
|
1.05K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
73+ 0.16% |
$36.2K - $45.1K
|
46.7K
$30.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
73+ 6.89% |
$36.2K - $45.1K
|
1.13K
$748K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
72+ 4.76% |
$35.7K - $44.5K
|
1.59K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
71+ 0.15% |
$35.3K - $43.9K
|
46.1K
$30.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71+ 3.09% |
$35.3K - $43.9K
|
2.37K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.09% |
$35.3K - $43.9K
|
75.3K
$49.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
71+ 6.09% |
$35.3K - $43.9K
|
1.24K
$817K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70+ 1.61% |
$34.8K - $43.2K
|
4.42K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 1.16% |
$34.8K - $43.2K
|
6.09K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
70+ 0.36% |
$34.8K - $43.2K
|
19.5K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
70New |
$34.8K - $43.2K
|
70
$46.2K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
69+ 1.08% |
$34.3K - $42.6K
|
6.45K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
69+ 5.37% |
$34.3K - $42.6K
|
1.35K
$894K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
68+ 1.52% |
$33.8K - $42K
|
4.53K
$2.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67+ 6.06% |
$33.3K - $41.4K
|
1.17K
$775K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
67+ 0.98% |
$33.3K - $41.4K
|
6.89K
$4.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
67+ 2.53% |
$33.3K - $41.4K
|
2.72K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
67+ 7.31% |
$33.3K - $41.4K
|
984
$650K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
66+ 54.55% |
$32.8K - $40.8K
|
187
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
66+ 12.07% |
$32.8K - $40.8K
|
613
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65+ 17.2% |
$32.3K - $40.2K
|
443
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$31.8K - $39.5K
|
64
$42.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
64+ 0.56% |
$31.8K - $39.5K
|
11.6K
$7.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
64+ 0.94% |
$31.8K - $39.5K
|
6.87K
$4.54M
|