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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1- 0.25% |
$496 - $618
|
404
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
5.38K
$3.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1- 0.11% |
$496 - $618
|
885
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1- 0.13% |
$496 - $618
|
782
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.74K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1- 0.12% |
$496 - $618
|
833
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.8K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
4.88K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
4.7K
$3.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-1- 0.07% |
$496 - $618
|
1.48K
$994K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1- -0.0% |
$496 - $618
|
28.1K
$18.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1- 50.0% |
$496 - $618
|
1
$671
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$496 - $618
|
2.44K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.01% |
$496 - $618
|
16.9K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.22% |
$496 - $618
|
448
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1- 0.09% |
$496 - $618
|
1.09K
$734K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1- 0.24% |
$496 - $618
|
420
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.27K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.3K
$2.22M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$993 - $1.24K
|
1.03K
$690K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.26% |
$993 - $1.24K
|
766
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.16% |
$993 - $1.24K
|
1.28K
$862K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$993 - $1.24K
|
7.87K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.12% |
$993 - $1.24K
|
1.74K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2- 0.08% |
$993 - $1.24K
|
2.62K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-2- 0.12% |
$993 - $1.24K
|
1.63K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2- 1.64% |
$993 - $1.24K
|
120
$80.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2- 0.16% |
$993 - $1.24K
|
1.28K
$860K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2- 0.05% |
$993 - $1.24K
|
3.77K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2- 0.25% |
$993 - $1.24K
|
809
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-2- 0.11% |
$993 - $1.24K
|
1.89K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2- 0.11% |
$993 - $1.24K
|
1.85K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2- 0.07% |
$993 - $1.24K
|
2.81K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-2- 0.12% |
$993 - $1.24K
|
1.65K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.16% |
$1.49K - $1.85K
|
1.88K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
2.02K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 1.28% |
$1.49K - $1.85K
|
232
$156K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3- 0.02% |
$1.49K - $1.85K
|
13.6K
$9.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
1.99K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-3- 0.44% |
$1.49K - $1.85K
|
685
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
SELL
|
- |
-3- 0.02% |
$1.49K - $1.85K
|
15.9K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.29K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4- 0.13% |
$1.99K - $2.47K
|
3.15K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.75K
$4.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 6.78% |
$1.99K - $2.47K
|
55
$36.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.64K
$4.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-4- 4.71% |
$1.99K - $2.47K
|
81
$54.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.11% |
$1.99K - $2.47K
|
3.73K
$2.51M
|