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 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
36New |
$17.9K - $22.2K
|
36
$24.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
36+ 1.15% |
$17.9K - $22.2K
|
3.16K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
36+ 9.18% |
$17.9K - $22.2K
|
428
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
36+ 4.98% |
$17.9K - $22.2K
|
759
$510K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36+ 1.61% |
$17.9K - $22.2K
|
2.28K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36+ 2.6% |
$17.9K - $22.2K
|
1.42K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
36+ 5.97% |
$17.9K - $22.2K
|
639
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 1.23% |
$17.4K - $21.6K
|
2.87K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
35+ 1.13% |
$17.4K - $21.6K
|
3.14K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35+ 5.65% |
$17.4K - $21.6K
|
654
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35+ 70.0% |
$17.4K - $21.6K
|
85
$57.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
35+ 12.92% |
$17.4K - $21.6K
|
306
$205K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
35+ 1.3% |
$17.4K - $21.6K
|
2.73K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
35+ 3.11% |
$17.4K - $21.6K
|
1.16K
$779K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.51% |
$17.4K - $21.6K
|
2.35K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
35+ 2.63% |
$17.4K - $21.6K
|
1.37K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
35+ 9.72% |
$17.4K - $21.6K
|
395
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 0.61% |
$16.9K - $21K
|
5.63K
$3.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
34+ 0.03% |
$16.9K - $21K
|
98K
$65.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
34+ 2.35% |
$16.9K - $21K
|
1.48K
$996K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
33+ 6.12% |
$16.4K - $20.4K
|
572
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
33+ 0.13% |
$16.4K - $20.4K
|
24.8K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
33+ 3.56% |
$16.4K - $20.4K
|
961
$645K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
33+ 0.67% |
$16.4K - $20.4K
|
4.98K
$3.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
33+ 7.04% |
$16.4K - $20.4K
|
502
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32+ 3.73% |
$15.9K - $19.8K
|
890
$597K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.15% |
$15.9K - $19.8K
|
21.9K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
32+ 21.19% |
$15.9K - $19.8K
|
183
$123K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
32+ 0.54% |
$15.9K - $19.8K
|
5.97K
$4.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
32+ 0.94% |
$15.9K - $19.8K
|
3.45K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
31+ 4.74% |
$15.4K - $19.2K
|
685
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
31+ 3.04% |
$15.4K - $19.2K
|
1.05K
$705K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
31+ 5.69% |
$15.4K - $19.2K
|
576
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
31+ 2.75% |
$15.4K - $19.2K
|
1.16K
$779K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31+ 2.24% |
$15.4K - $19.2K
|
1.42K
$951K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
31+ 3.74% |
$15.4K - $19.2K
|
860
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
31+ 4.73% |
$15.4K - $19.2K
|
686
$461K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
30+ 3.39% |
$14.9K - $18.5K
|
914
$614K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
30+ 3.18% |
$14.9K - $18.5K
|
974
$654K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30+ 0.15% |
$14.9K - $18.5K
|
20.4K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
30+ 0.1% |
$14.9K - $18.5K
|
31.4K
$21.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
30+ 0.36% |
$14.9K - $18.5K
|
8.25K
$5.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 15.79% |
$14.9K - $18.5K
|
220
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
30+ 5.61% |
$14.9K - $18.5K
|
565
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
30+ 0.62% |
$14.9K - $18.5K
|
4.9K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.78% |
$14.4K - $17.9K
|
3.76K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
29+ 2.92% |
$14.4K - $17.9K
|
1.02K
$685K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
29+ 1.22% |
$14.4K - $17.9K
|
2.4K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
29+ 1.23% |
$14.4K - $17.9K
|
2.39K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.29% |
$14.4K - $17.9K
|
10K
$6.74M
|