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 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.17% |
$4.47K - $5.56K
|
5.38K
$3.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 2.14% |
$4.96K - $6.18K
|
457
$307K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.8% |
$4.96K - $6.18K
|
1.24K
$830K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.77% |
$4.96K - $6.18K
|
1.29K
$864K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10- 1.24% |
$4.96K - $6.18K
|
798
$536K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10- 1.19% |
$4.96K - $6.18K
|
833
$559K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 2.14% |
$5.46K - $6.8K
|
502
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-11- 0.57% |
$5.46K - $6.8K
|
1.93K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-11- 0.08% |
$5.46K - $6.8K
|
13K
$8.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-11- 0.16% |
$5.46K - $6.8K
|
6.73K
$4.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-11- 0.15% |
$5.46K - $6.8K
|
7.32K
$4.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-11- 1.38% |
$5.46K - $6.8K
|
785
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11- 1.75% |
$5.46K - $6.8K
|
619
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-11- 1.8% |
$5.46K - $6.8K
|
601
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.61% |
$5.46K - $6.8K
|
1.78K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-12- 1.23% |
$5.96K - $7.41K
|
964
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-12- 2.9% |
$5.96K - $7.41K
|
402
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 0.09% |
$5.96K - $7.41K
|
13.7K
$9.17M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-12- 0.55% |
$5.96K - $7.41K
|
2.18K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 1.14% |
$5.96K - $7.41K
|
1.04K
$697K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-12- 1.58% |
$5.96K - $7.41K
|
747
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-12- 0.61% |
$5.96K - $7.41K
|
1.96K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-12- 1.58% |
$5.96K - $7.41K
|
749
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-12- 0.87% |
$5.96K - $7.41K
|
1.37K
$920K
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-12- 0.11% |
$5.96K - $7.41K
|
11.2K
$7.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-13- 0.28% |
$6.45K - $8.03K
|
4.68K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-13- 0.49% |
$6.45K - $8.03K
|
2.62K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-13- 0.12% |
$6.45K - $8.03K
|
10.8K
$7.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-13- 0.34% |
$6.45K - $8.03K
|
3.79K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-14- 1.06% |
$6.95K - $8.65K
|
1.31K
$879K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-14- 0.55% |
$6.95K - $8.65K
|
2.53K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-14- 0.36% |
$6.95K - $8.65K
|
3.84K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-14- 2.03% |
$6.95K - $8.65K
|
675
$453K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-15- 3.3% |
$7.45K - $9.27K
|
440
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 0.8% |
$7.45K - $9.27K
|
1.86K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 0.51% |
$7.45K - $9.27K
|
2.96K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-15- 0.46% |
$7.45K - $9.27K
|
3.26K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15- 0.68% |
$7.45K - $9.27K
|
2.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-15- 1.34% |
$7.45K - $9.27K
|
1.11K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.98% |
$7.45K - $9.27K
|
1.52K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.4% |
$7.45K - $9.27K
|
3.69K
$2.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.59% |
$7.45K - $9.27K
|
2.53K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.98% |
$7.94K - $9.89K
|
1.61K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-16- 1.91% |
$7.94K - $9.89K
|
820
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-17- 3.63% |
$8.44K - $10.5K
|
451
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-17- 1.48% |
$8.44K - $10.5K
|
1.13K
$759K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-17- 1.39% |
$8.44K - $10.5K
|
1.2K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-17- 0.26% |
$8.44K - $10.5K
|
6.55K
$4.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-17- 2.5% |
$8.44K - $10.5K
|
664
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-17- 1.28% |
$8.44K - $10.5K
|
1.31K
$879K
|