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 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3+ 0.28% |
$1.49K - $1.85K
|
1.06K
$709K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
3+ 0.67% |
$1.49K - $1.85K
|
449
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3+ 0.1% |
$1.49K - $1.85K
|
2.88K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
3+ 4.92% |
$1.49K - $1.85K
|
64
$43K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.01% |
$1.49K - $1.85K
|
29.6K
$19.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3+ 0.45% |
$1.49K - $1.85K
|
677
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.49K - $1.85K
|
912
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3+ 0.05% |
$1.49K - $1.85K
|
6.31K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3+ 0.08% |
$1.49K - $1.85K
|
3.65K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.39% |
$1.49K - $1.85K
|
766
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.06% |
$1.49K - $1.85K
|
4.75K
$3.19M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3+ 0.3% |
$1.49K - $1.85K
|
1.02K
$683K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.18% |
$1.49K - $1.85K
|
1.63K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$993 - $1.24K
|
3.52K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
666
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.08% |
$993 - $1.24K
|
2.42K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.57% |
$993 - $1.24K
|
353
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.04% |
$993 - $1.24K
|
5.31K
$3.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
668
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$993 - $1.24K
|
2.7K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2+ 0.07% |
$993 - $1.24K
|
2.68K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2+ 0.16% |
$993 - $1.24K
|
1.27K
$854K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.35% |
$993 - $1.24K
|
571
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$993 - $1.24K
|
1.05K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2+ 0.13% |
$993 - $1.24K
|
1.58K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$993 - $1.24K
|
7.9K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2+ 0.41% |
$993 - $1.24K
|
487
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.35% |
$993 - $1.24K
|
580
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.26% |
$993 - $1.24K
|
759
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$993 - $1.24K
|
3.36K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2+ 0.45% |
$993 - $1.24K
|
444
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2+ 0.19% |
$993 - $1.24K
|
1.08K
$725K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2+ 0.23% |
$993 - $1.24K
|
886
$595K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2+ 0.11% |
$993 - $1.24K
|
1.88K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.24% |
$993 - $1.24K
|
844
$567K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.22% |
$993 - $1.24K
|
919
$617K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2+ 0.35% |
$993 - $1.24K
|
570
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.17% |
$993 - $1.24K
|
1.21K
$811K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$993 - $1.24K
|
719
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.2% |
$993 - $1.24K
|
992
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2+ 25.0% |
$993 - $1.24K
|
10
$6.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.27% |
$993 - $1.24K
|
741
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.2% |
$993 - $1.24K
|
169
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.11% |
$993 - $1.24K
|
1.76K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$993 - $1.24K
|
946
$635K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
666
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2+ 0.16% |
$993 - $1.24K
|
1.29K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.34% |
$993 - $1.24K
|
593
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$993 - $1.24K
|
1.18K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$993 - $1.24K
|
3.01K
$2.02M
|