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
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
29+ 1.01% |
$14.4K - $17.9K
|
2.9K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
29+ 3.01% |
$14.4K - $17.9K
|
992
$666K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
28+ 3.1% |
$13.9K - $17.3K
|
932
$626K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
28+ 3.39% |
$13.9K - $17.3K
|
854
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
28+ 1.38% |
$13.9K - $17.3K
|
2.05K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
28+ 1.99% |
$13.9K - $17.3K
|
1.44K
$965K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
28+ 215.38% |
$13.9K - $17.3K
|
41
$27.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
28+ 2.78% |
$13.9K - $17.3K
|
1.04K
$696K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
28+ 0.12% |
$13.9K - $17.3K
|
22.6K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
28+ 0.72% |
$13.9K - $17.3K
|
3.9K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27+ 13.3% |
$13.4K - $16.7K
|
230
$154K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
27+ 2.4% |
$13.4K - $16.7K
|
1.15K
$772K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
27+ 0.98% |
$13.4K - $16.7K
|
2.79K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
27+ 0.25% |
$13.4K - $16.7K
|
10.7K
$7.19M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
27+ 1.32% |
$13.4K - $16.7K
|
2.07K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.03% |
$12.9K - $16.1K
|
2.55K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
26+ 5.09% |
$12.9K - $16.1K
|
537
$360K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
26+ 0.19% |
$12.9K - $16.1K
|
14K
$9.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.31% |
$12.9K - $16.1K
|
8.36K
$5.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
26+ 0.52% |
$12.9K - $16.1K
|
5.04K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
26+ 1.23% |
$12.9K - $16.1K
|
2.14K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
26+ 1.02% |
$12.9K - $16.1K
|
2.57K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
26+ 0.63% |
$12.9K - $16.1K
|
4.13K
$2.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
25+ 1.9% |
$12.4K - $15.4K
|
1.34K
$900K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
25+ 2.33% |
$12.4K - $15.4K
|
1.1K
$738K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
25+ 0.4% |
$12.4K - $15.4K
|
6.23K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
25+ 4.96% |
$12.4K - $15.4K
|
529
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
25+ 3.51% |
$12.4K - $15.4K
|
737
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
25+ 2.08% |
$12.4K - $15.4K
|
1.23K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
25+ 1.54% |
$12.4K - $15.4K
|
1.65K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$12.4K - $15.4K
|
5.52K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
25+ 6.74% |
$12.4K - $15.4K
|
396
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
25+ 2.23% |
$12.4K - $15.4K
|
1.15K
$769K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.4% |
$12.4K - $15.4K
|
6.21K
$4.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
25+ 1.57% |
$12.4K - $15.4K
|
1.62K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.45% |
$11.9K - $14.8K
|
1K
$673K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
24+ 1.81% |
$11.9K - $14.8K
|
1.35K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
24+ 4.05% |
$11.9K - $14.8K
|
616
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
24+ 1.47% |
$11.9K - $14.8K
|
1.66K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 1.18% |
$11.4K - $14.2K
|
1.96K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
23+ 1.09% |
$11.4K - $14.2K
|
2.13K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
23+ 0.06% |
$11.4K - $14.2K
|
41.1K
$27.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
23+ 0.51% |
$11.4K - $14.2K
|
4.5K
$3.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
23New |
$11.4K - $14.2K
|
23
$15.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
22+ 1.52% |
$10.9K - $13.6K
|
1.47K
$983K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.39% |
$10.9K - $13.6K
|
1.61K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
21+ 0.42% |
$10.4K - $13K
|
5.02K
$3.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
21+ 1.37% |
$10.4K - $13K
|
1.56K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21+ 0.68% |
$10.4K - $13K
|
3.09K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
21+ 0.71% |
$10.4K - $13K
|
2.96K
$1.99M
|