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 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
48+ 3.4% |
$23.8K - $29.7K
|
1.46K
$980K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
47+ 0.2% |
$23.3K - $29K
|
23.2K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
47+ 0.08% |
$23.3K - $29K
|
62.5K
$41.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.52% |
$22.8K - $28.4K
|
8.86K
$5.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
46+ 0.54% |
$22.8K - $28.4K
|
8.49K
$5.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
46+ 3.26% |
$22.8K - $28.4K
|
1.46K
$977K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46+ 0.09% |
$22.8K - $28.4K
|
50.4K
$33.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
45+ 0.42% |
$22.3K - $27.8K
|
10.8K
$7.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
45+ 1.54% |
$22.3K - $27.8K
|
2.97K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
45New |
$22.3K - $27.8K
|
45
$30.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
45+ 1.77% |
$22.3K - $27.8K
|
2.59K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
45+ 2.67% |
$22.3K - $27.8K
|
1.73K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
44+ 4.04% |
$21.8K - $27.2K
|
1.13K
$761K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
44+ 9.13% |
$21.8K - $27.2K
|
526
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
44+ 0.95% |
$21.8K - $27.2K
|
4.66K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
44+ 3.1% |
$21.8K - $27.2K
|
1.46K
$982K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
44+ 0.92% |
$21.8K - $27.2K
|
4.85K
$3.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
43+ 2.11% |
$21.3K - $26.6K
|
2.08K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
42+ 4.24% |
$20.9K - $25.9K
|
1.03K
$693K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
42+ 8.77% |
$20.9K - $25.9K
|
521
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
42+ 0.28% |
$20.9K - $25.9K
|
14.9K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 1.58% |
$20.9K - $25.9K
|
2.7K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
42+ 4.2% |
$20.9K - $25.9K
|
1.04K
$699K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41+ 0.62% |
$20.4K - $25.3K
|
6.67K
$4.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
41+ 1.97% |
$20.4K - $25.3K
|
2.12K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 0.66% |
$20.4K - $25.3K
|
6.26K
$4.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
40+ 3.21% |
$19.9K - $24.7K
|
1.29K
$863K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
40+ 8.89% |
$19.9K - $24.7K
|
490
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
40+ 0.06% |
$19.9K - $24.7K
|
63.7K
$42.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
40+ 0.66% |
$19.9K - $24.7K
|
6.11K
$4.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
40New |
$19.9K - $24.7K
|
40
$26.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
40+ 2.1% |
$19.9K - $24.7K
|
1.95K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 285.71% |
$19.9K - $24.7K
|
54
$36.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
39+ 6.82% |
$19.4K - $24.1K
|
611
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
39+ 0.07% |
$19.4K - $24.1K
|
54.6K
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39+ 8.53% |
$19.4K - $24.1K
|
496
$333K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
38New |
$18.9K - $23.5K
|
38
$25.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
38+ 0.06% |
$18.9K - $23.5K
|
59.2K
$39.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
38+ 1.54% |
$18.9K - $23.5K
|
2.51K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.11% |
$18.9K - $23.5K
|
35.8K
$24M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
38+ 2.34% |
$18.9K - $23.5K
|
1.66K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
38+ 3.53% |
$18.9K - $23.5K
|
1.12K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
38+ 1.21% |
$18.9K - $23.5K
|
3.19K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
37+ 3.78% |
$18.4K - $22.9K
|
1.02K
$683K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
37+ 0.2% |
$18.4K - $22.9K
|
18.6K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
37+ 1.18% |
$18.4K - $22.9K
|
3.18K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
37+ 0.36% |
$18.4K - $22.9K
|
10.2K
$6.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
37+ 1.39% |
$18.4K - $22.9K
|
2.7K
$1.81M
|
|
|
Sep 25, 2025
Q2 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
37+ 8.47% |
$18.4K - $22.9K
|
474
$318K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.2% |
$17.9K - $22.2K
|
17.6K
$11.8M
|