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 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$9.93K - $12.4K
|
2.68K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$9.93K - $12.4K
|
3.38K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
20+ 0.69% |
$9.93K - $12.4K
|
2.93K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.8% |
$9.93K - $12.4K
|
2.52K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 1.89% |
$9.93K - $12.4K
|
1.08K
$725K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20New |
$9.93K - $12.4K
|
20
$13.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 1.37% |
$9.93K - $12.4K
|
1.48K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.23% |
$9.93K - $12.4K
|
8.86K
$5.95M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.53% |
$9.43K - $11.7K
|
558
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.22% |
$9.43K - $11.7K
|
609
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
19+ 3.14% |
$9.43K - $11.7K
|
625
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19+ 1.2% |
$9.43K - $11.7K
|
1.6K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
19+ 0.11% |
$9.43K - $11.7K
|
18K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
19+ 0.1% |
$9.43K - $11.7K
|
19.3K
$12.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
19+ 0.21% |
$9.43K - $11.7K
|
9.09K
$6.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
19+ 0.39% |
$9.43K - $11.7K
|
4.86K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
19+ 2.24% |
$9.43K - $11.7K
|
866
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 4.06% |
$8.94K - $11.1K
|
461
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.01% |
$8.94K - $11.1K
|
143K
$96.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
18+ 0.3% |
$8.94K - $11.1K
|
5.99K
$4.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$8.94K - $11.1K
|
7.44K
$4.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18+ 1.03% |
$8.94K - $11.1K
|
1.76K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18New |
$8.94K - $11.1K
|
18
$12.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.18% |
$8.44K - $10.5K
|
9.22K
$6.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17+ 0.08% |
$8.44K - $10.5K
|
21.5K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.2% |
$8.44K - $10.5K
|
8.72K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17+ 1.88% |
$8.44K - $10.5K
|
922
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
17+ 0.31% |
$8.44K - $10.5K
|
5.42K
$3.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
17+ 0.77% |
$8.44K - $10.5K
|
2.22K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17+ 0.21% |
$8.44K - $10.5K
|
8.04K
$5.39M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
17+ 1.02% |
$8.44K - $10.5K
|
1.69K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
17+ 0.87% |
$8.44K - $10.5K
|
1.97K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.22% |
$7.94K - $9.89K
|
7.27K
$4.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
16+ 10.67% |
$7.94K - $9.89K
|
166
$111K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
16+ 0.21% |
$7.94K - $9.89K
|
7.72K
$5.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
16+ 2.45% |
$7.94K - $9.89K
|
669
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16+ 0.4% |
$7.94K - $9.89K
|
3.98K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15+ 0.4% |
$7.45K - $9.27K
|
3.8K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
15+ 4.02% |
$7.45K - $9.27K
|
388
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.2% |
$7.45K - $9.27K
|
7.45K
$5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 1.03% |
$7.45K - $9.27K
|
1.47K
$986K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15+ 1.66% |
$7.45K - $9.27K
|
919
$617K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
14+ 0.28% |
$6.95K - $8.65K
|
4.96K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
14+ 3.37% |
$6.95K - $8.65K
|
429
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13+ 0.35% |
$6.45K - $8.03K
|
3.75K
$2.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
13+ 1.34% |
$6.45K - $8.03K
|
980
$658K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
13+ 1.23% |
$6.45K - $8.03K
|
1.07K
$717K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
13+ 0.15% |
$6.45K - $8.03K
|
8.97K
$6.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
13+ 0.3% |
$6.45K - $8.03K
|
4.39K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
13+ 1.85% |
$6.45K - $8.03K
|
714
$479K
|