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
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-17- 1.32% |
$8.44K - $10.5K
|
1.27K
$851K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-17- 3.79% |
$8.44K - $10.5K
|
432
$290K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-18- 0.28% |
$8.94K - $11.1K
|
6.49K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-18- 0.44% |
$8.94K - $11.1K
|
4.07K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-18- 0.82% |
$8.94K - $11.1K
|
2.17K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-18- 0.43% |
$8.94K - $11.1K
|
4.16K
$2.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-19- 0.19% |
$9.43K - $11.7K
|
10.1K
$6.78M
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-19- 1.51% |
$9.43K - $11.7K
|
1.24K
$834K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-19- 0.55% |
$9.43K - $11.7K
|
3.42K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-19- 0.55% |
$9.43K - $11.7K
|
3.41K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-19- 4.73% |
$9.43K - $11.7K
|
383
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-19- 3.36% |
$9.43K - $11.7K
|
546
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 1.75% |
$9.43K - $11.7K
|
1.06K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-19- 0.3% |
$9.43K - $11.7K
|
6.24K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 2.16% |
$9.93K - $12.4K
|
905
$608K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-20- 5.63% |
$9.93K - $12.4K
|
335
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-20- 1.3% |
$9.93K - $12.4K
|
1.52K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-21- 1.76% |
$10.4K - $13K
|
1.18K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21- 3.08% |
$10.4K - $13K
|
660
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.28% |
$10.4K - $13K
|
7.45K
$5M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-21- 0.21% |
$10.4K - $13K
|
9.96K
$6.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-21- 0.86% |
$10.4K - $13K
|
2.43K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-21- 0.66% |
$10.4K - $13K
|
3.15K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.06% |
$10.4K - $13K
|
35.1K
$23.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-21- 0.4% |
$10.4K - $13K
|
5.23K
$3.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-21- 1.3% |
$10.4K - $13K
|
1.6K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-21- 5.48% |
$10.4K - $13K
|
362
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-21- 1.56% |
$10.4K - $13K
|
1.32K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-22- 0.04% |
$10.9K - $13.6K
|
52.4K
$35.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-22- 0.61% |
$10.9K - $13.6K
|
3.58K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-22- 2.52% |
$10.9K - $13.6K
|
850
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-22- 1.59% |
$10.9K - $13.6K
|
1.36K
$916K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-23- 0.87% |
$11.4K - $14.2K
|
2.63K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 4.05% |
$11.4K - $14.2K
|
545
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-23- 0.27% |
$11.4K - $14.2K
|
8.53K
$5.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-23- 0.33% |
$11.4K - $14.2K
|
6.89K
$4.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24- 0.14% |
$11.9K - $14.8K
|
17K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$11.9K - $14.8K
|
16.6K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-24- 0.73% |
$11.9K - $14.8K
|
3.28K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-24- 0.67% |
$11.9K - $14.8K
|
3.58K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-24- 2.24% |
$11.9K - $14.8K
|
1.05K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-24- 0.24% |
$11.9K - $14.8K
|
10K
$6.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-24- 0.07% |
$11.9K - $14.8K
|
32.6K
$21.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-24- 4.35% |
$11.9K - $14.8K
|
528
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-24- 2.35% |
$11.9K - $14.8K
|
998
$670K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-25- 1.0% |
$12.4K - $15.4K
|
2.46K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-25- 3.2% |
$12.4K - $15.4K
|
757
$508K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-25- 1.21% |
$12.4K - $15.4K
|
2.05K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-25- 1.13% |
$12.4K - $15.4K
|
2.2K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-25- 0.42% |
$12.4K - $15.4K
|
5.86K
$3.94M
|