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 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$2.98K - $3.71K
|
1.69K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
6+ 0.27% |
$2.98K - $3.71K
|
2.26K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
6+ 0.63% |
$2.98K - $3.71K
|
959
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 1.03% |
$2.48K - $3.09K
|
492
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5+ 0.49% |
$2.48K - $3.09K
|
1.03K
$691K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5+ 0.08% |
$2.48K - $3.09K
|
6.6K
$4.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.73% |
$2.48K - $3.09K
|
689
$463K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.33% |
$2.48K - $3.09K
|
1.54K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 1.86% |
$2.48K - $3.09K
|
274
$184K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$2.48K - $3.09K
|
1.71K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5+ 1.03% |
$2.48K - $3.09K
|
490
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.48K - $3.09K
|
1.19K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.05% |
$2.48K - $3.09K
|
9.22K
$6.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.02% |
$2.48K - $3.09K
|
27K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
5+ 0.1% |
$2.48K - $3.09K
|
5.12K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5+ 0.3% |
$2.48K - $3.09K
|
1.66K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5+ 0.2% |
$2.48K - $3.09K
|
2.53K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
5+ 0.23% |
$2.48K - $3.09K
|
2.17K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4+ 0.21% |
$1.99K - $2.47K
|
1.9K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4+ 0.76% |
$1.99K - $2.47K
|
531
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
4+ 0.3% |
$1.99K - $2.47K
|
1.35K
$906K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.47K
|
10.4K
$6.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.08% |
$1.99K - $2.47K
|
5.3K
$3.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.06% |
$1.99K - $2.47K
|
7.26K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 1.31% |
$1.99K - $2.47K
|
310
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4+ 0.33% |
$1.99K - $2.47K
|
1.21K
$812K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4+ 0.55% |
$1.99K - $2.47K
|
725
$487K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
4+ 0.22% |
$1.99K - $2.47K
|
1.82K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$1.99K - $2.47K
|
1.35K
$906K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.99K - $2.47K
|
1.04K
$699K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4+ 0.23% |
$1.99K - $2.47K
|
1.76K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4+ 0.52% |
$1.99K - $2.47K
|
766
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4+ 0.22% |
$1.99K - $2.47K
|
1.81K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.06% |
$1.99K - $2.47K
|
7.12K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4+ 0.06% |
$1.99K - $2.47K
|
6.86K
$4.61M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.47K
|
10.1K
$6.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.65% |
$1.49K - $1.85K
|
463
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.35K
$6.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.21K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.13K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.04% |
$1.49K - $1.85K
|
7.91K
$5.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.49K - $1.85K
|
1.07K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Sl Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.15K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.17% |
$1.49K - $1.85K
|
1.8K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
3+ 0.27% |
$1.49K - $1.85K
|
1.1K
$736K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.31% |
$1.49K - $1.85K
|
980
$658K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
3+ 0.15% |
$1.49K - $1.85K
|
2K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.35% |
$1.49K - $1.85K
|
225
$151K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$1.49K - $1.85K
|
2.8K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.6% |
$1.49K - $1.85K
|
504
$338K
|