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 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-4- 0.1% |
$1.99K - $2.47K
|
4.15K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.99K - $2.47K
|
2.11K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.09% |
$2.48K - $3.09K
|
5.84K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.77% |
$2.48K - $3.09K
|
648
$435K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5- 0.19% |
$2.48K - $3.09K
|
2.66K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-5- 0.07% |
$2.48K - $3.09K
|
7.39K
$4.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.57% |
$2.48K - $3.09K
|
878
$589K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-5- 0.87% |
$2.48K - $3.09K
|
569
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-5- 0.23% |
$2.48K - $3.09K
|
2.19K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$2.48K - $3.09K
|
7.7K
$5.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-5- 1.38% |
$2.48K - $3.09K
|
358
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$2.48K - $3.09K
|
11.1K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-5- 0.02% |
$2.48K - $3.09K
|
32.5K
$21.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6- 0.01% |
$2.98K - $3.71K
|
64.8K
$43.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6- 0.11% |
$2.98K - $3.71K
|
5.68K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6- 0.69% |
$2.98K - $3.71K
|
862
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-6- 0.92% |
$2.98K - $3.71K
|
645
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.02% |
$2.98K - $3.71K
|
30.6K
$20.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-6- 0.24% |
$2.98K - $3.71K
|
2.54K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-6- 0.22% |
$2.98K - $3.71K
|
2.71K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6- 0.2% |
$2.98K - $3.71K
|
3.05K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6- 0.18% |
$2.98K - $3.71K
|
3.29K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6- 0.36% |
$2.98K - $3.71K
|
1.64K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6- 6.9% |
$2.98K - $3.71K
|
81
$54.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-7- 0.08% |
$3.48K - $4.32K
|
8.66K
$5.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.26% |
$3.48K - $4.32K
|
2.67K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7- 0.77% |
$3.48K - $4.32K
|
905
$608K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-7- 0.55% |
$3.48K - $4.32K
|
1.27K
$855K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7- 1.7% |
$3.48K - $4.32K
|
404
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7- 0.93% |
$3.48K - $4.32K
|
748
$502K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-7- 1.28% |
$3.48K - $4.32K
|
540
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-7- 0.08% |
$3.48K - $4.32K
|
8.53K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-7- 0.12% |
$3.48K - $4.32K
|
6.02K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 9.76% |
$3.97K - $4.94K
|
74
$49.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.36% |
$3.97K - $4.94K
|
2.21K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-8- 0.4% |
$3.97K - $4.94K
|
1.99K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-8- 1.59% |
$3.97K - $4.94K
|
494
$332K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 0.17% |
$3.97K - $4.94K
|
4.81K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-8- 1.15% |
$3.97K - $4.94K
|
688
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-8- 0.13% |
$3.97K - $4.94K
|
5.93K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-8- 1.4% |
$3.97K - $4.94K
|
563
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8- 1.17% |
$3.97K - $4.94K
|
678
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-8- 0.6% |
$3.97K - $4.94K
|
1.33K
$892K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.09% |
$4.47K - $5.56K
|
9.84K
$6.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$4.47K - $5.56K
|
8.98K
$6.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-9- 1.08% |
$4.47K - $5.56K
|
822
$552K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.17% |
$4.47K - $5.56K
|
5.32K
$3.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-9- 0.3% |
$4.47K - $5.56K
|
2.97K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.1% |
$4.47K - $5.56K
|
8.65K
$5.8M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-9- 0.82% |
$4.47K - $5.56K
|
1.09K
$730K
|