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 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
13+ 2.95% |
$6.45K - $8.03K
|
453
$304K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
12+ 2.58% |
$5.96K - $7.41K
|
478
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
12+ 1.97% |
$5.96K - $7.41K
|
621
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
12+ 0.71% |
$5.96K - $7.41K
|
1.71K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12+ 2.09% |
$5.96K - $7.41K
|
585
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Emory University
Atlanta, GA |
BUY
|
- |
12+ 1.69% |
$5.96K - $7.41K
|
720
$483K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
11+ 0.41% |
$5.46K - $6.8K
|
2.69K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.41% |
$5.46K - $6.8K
|
2.67K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
11+ 0.24% |
$5.46K - $6.8K
|
4.62K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
11+ 0.01% |
$5.46K - $6.8K
|
171K
$115M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.3% |
$4.96K - $6.18K
|
3.35K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.26% |
$4.96K - $6.18K
|
3.87K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10+ 0.57% |
$4.96K - $6.18K
|
1.78K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10+ 0.6% |
$4.96K - $6.18K
|
1.69K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10+ 0.25% |
$4.96K - $6.18K
|
3.98K
$2.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.06% |
$4.96K - $6.18K
|
18.2K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 0.92% |
$4.96K - $6.18K
|
1.09K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
10+ 6.94% |
$4.96K - $6.18K
|
154
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$4.96K - $6.18K
|
4.46K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10+ 1.13% |
$4.96K - $6.18K
|
893
$599K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 1.22% |
$4.47K - $5.56K
|
744
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9+ 0.24% |
$4.47K - $5.56K
|
3.78K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9+ 0.11% |
$4.47K - $5.56K
|
8.33K
$5.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9+ 4.89% |
$4.47K - $5.56K
|
193
$130K
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
9+ 0.57% |
$4.47K - $5.56K
|
1.6K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
9+ 0.17% |
$4.47K - $5.56K
|
5.35K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
9+ 0.6% |
$4.47K - $5.56K
|
1.51K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
9+ 0.26% |
$4.47K - $5.56K
|
3.41K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
9+ 1.81% |
$4.47K - $5.56K
|
505
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
8+ 0.06% |
$3.97K - $4.94K
|
12.5K
$8.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8+ 0.93% |
$3.97K - $4.94K
|
870
$584K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8+ 1.17% |
$3.97K - $4.94K
|
693
$465K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
8+ 0.16% |
$3.97K - $4.94K
|
5.11K
$3.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.9% |
$3.97K - $4.94K
|
895
$601K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
8+ 0.02% |
$3.97K - $4.94K
|
32.6K
$21.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8+ 0.51% |
$3.97K - $4.94K
|
1.56K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
8+ 0.59% |
$3.97K - $4.94K
|
1.36K
$916K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
8+ 0.75% |
$3.97K - $4.94K
|
1.07K
$718K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.72% |
$3.48K - $4.32K
|
984
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.48K - $4.32K
|
2.38K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.28% |
$3.48K - $4.32K
|
2.49K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
7+ 0.78% |
$3.48K - $4.32K
|
899
$603K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.03% |
$3.48K - $4.32K
|
22K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6+ 0.14% |
$2.98K - $3.71K
|
4.31K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
6+ 0.43% |
$2.98K - $3.71K
|
1.4K
$938K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
6+ 1.1% |
$2.98K - $3.71K
|
553
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.22% |
$2.98K - $3.71K
|
2.79K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$2.98K - $3.71K
|
1.84K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
6+ 0.3% |
$2.98K - $3.71K
|
2.02K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.77% |
$2.98K - $3.71K
|
787
$528K
|