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 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
64+ 0.06% |
$31.8K - $39.5K
|
98.8K
$65.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
64+ 31.84% |
$31.8K - $39.5K
|
265
$175K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
62+ 6.21% |
$30.8K - $38.3K
|
1.06K
$700K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
62+ 1.42% |
$30.8K - $38.3K
|
4.43K
$2.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
61+ 1.57% |
$30.3K - $37.7K
|
3.96K
$2.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
61+ 0.31% |
$30.3K - $37.7K
|
20K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61+ 1.13% |
$30.3K - $37.7K
|
5.44K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
61+ 0.23% |
$30.3K - $37.7K
|
26.5K
$17.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
60+ 4.55% |
$29.8K - $37.1K
|
1.38K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
59+ 11.73% |
$29.3K - $36.5K
|
562
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
59+ 2.89% |
$29.3K - $36.5K
|
2.1K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
58+ 0.81% |
$28.8K - $35.8K
|
7.26K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
57+ 10.84% |
$28.3K - $35.2K
|
583
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
57+ 16.76% |
$28.3K - $35.2K
|
397
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
57+ 0.27% |
$28.3K - $35.2K
|
21.1K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
56+ 0.31% |
$27.8K - $34.6K
|
18.4K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 3.56% |
$27.3K - $34K
|
1.6K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
54+ 2.0% |
$26.8K - $33.4K
|
2.75K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 0.82% |
$26.8K - $33.4K
|
6.66K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
54+ 0.82% |
$26.8K - $33.4K
|
6.65K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
54+ 0.67% |
$26.8K - $33.4K
|
8.12K
$5.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54+ 6.62% |
$26.8K - $33.4K
|
870
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
54+ 0.22% |
$26.8K - $33.4K
|
24.1K
$15.9M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
54+ 0.55% |
$26.8K - $33.4K
|
9.8K
$6.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
54+ 1.22% |
$26.8K - $33.4K
|
4.5K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
54+ 0.18% |
$26.8K - $33.4K
|
29.5K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 23.79% |
$26.8K - $33.4K
|
281
$186K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
53+ 1.96% |
$26.3K - $32.7K
|
2.76K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
53+ 0.55% |
$26.3K - $32.7K
|
9.65K
$6.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
53+ 1.21% |
$26.3K - $32.7K
|
4.45K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
53+ 3.42% |
$26.3K - $32.7K
|
1.6K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
52+ 2.66% |
$25.8K - $32.1K
|
2K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
52+ 2.6% |
$25.8K - $32.1K
|
2.05K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
51+ 2.06% |
$25.3K - $31.5K
|
2.53K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
51+ 5.41% |
$25.3K - $31.5K
|
993
$656K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 8.11% |
$25.3K - $31.5K
|
680
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
50New |
$24.8K - $30.9K
|
50
$33K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
50+ 3.86% |
$24.8K - $30.9K
|
1.35K
$889K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50+ 1.14% |
$24.8K - $30.9K
|
4.42K
$2.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
50+ 1.93% |
$24.8K - $30.9K
|
2.64K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
50+ 9.82% |
$24.8K - $30.9K
|
559
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 0.86% |
$24.8K - $30.9K
|
5.87K
$3.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
49+ 6.23% |
$24.3K - $30.3K
|
836
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
49+ 8.38% |
$24.3K - $30.3K
|
634
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
49+ 1.27% |
$24.3K - $30.3K
|
3.9K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
48+ 4.73% |
$23.8K - $29.7K
|
1.06K
$702K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
48+ 1.57% |
$23.8K - $29.7K
|
3.1K
$2.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
48+ 1.19% |
$23.8K - $29.7K
|
4.09K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48+ 1.61% |
$23.8K - $29.7K
|
3.03K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
48+ 3.4% |
$23.8K - $29.7K
|
1.46K
$965K
|