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
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-25- 3.99% |
$12.4K - $15.4K
|
601
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-25- 1.24% |
$12.4K - $15.4K
|
2K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-25- 1.17% |
$12.4K - $15.4K
|
2.12K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-25- 0.92% |
$12.4K - $15.4K
|
2.69K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-25- 0.22% |
$12.4K - $15.4K
|
11.5K
$7.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-25- 6.25% |
$12.4K - $15.4K
|
375
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.13% |
$12.4K - $15.4K
|
19.5K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-25- 6.28% |
$12.4K - $15.4K
|
373
$246K
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-25- 1.96% |
$12.4K - $15.4K
|
1.25K
$827K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-26- 2.24% |
$12.9K - $16.1K
|
1.13K
$749K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-26- 9.0% |
$12.9K - $16.1K
|
263
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-26- 0.46% |
$12.9K - $16.1K
|
5.59K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-26- 20.63% |
$12.9K - $16.1K
|
100
$66.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-26- 0.44% |
$12.9K - $16.1K
|
5.87K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-26- 2.37% |
$12.9K - $16.1K
|
1.07K
$707K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-27- 0.23% |
$13.4K - $16.7K
|
11.6K
$7.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-27- 4.75% |
$13.4K - $16.7K
|
542
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.45% |
$13.4K - $16.7K
|
6.01K
$3.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-27- 2.82% |
$13.4K - $16.7K
|
930
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-27- 2.41% |
$13.4K - $16.7K
|
1.1K
$723K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-27- 0.35% |
$13.4K - $16.7K
|
7.73K
$5.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-27- 0.35% |
$13.4K - $16.7K
|
7.71K
$5.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28- 2.18% |
$13.9K - $17.3K
|
1.26K
$832K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.96% |
$13.9K - $17.3K
|
2.89K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-28- 0.67% |
$13.9K - $17.3K
|
4.13K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28- 4.06% |
$13.9K - $17.3K
|
662
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-28- 0.6% |
$13.9K - $17.3K
|
4.64K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-28- 0.05% |
$13.9K - $17.3K
|
61K
$40.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-29- 0.48% |
$14.4K - $17.9K
|
6.06K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.55K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29- 3.14% |
$14.4K - $17.9K
|
895
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-29- 0.8% |
$14.4K - $17.9K
|
3.61K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.58K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-29- 2.55% |
$14.4K - $17.9K
|
1.11K
$733K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-29- 0.41% |
$14.4K - $17.9K
|
7.05K
$4.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-29- 0.32% |
$14.4K - $17.9K
|
8.94K
$5.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-29- 1.83% |
$14.4K - $17.9K
|
1.55K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 1.9% |
$14.4K - $17.9K
|
1.5K
$989K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-29- 13.43% |
$14.4K - $17.9K
|
187
$124K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-29- 0.22% |
$14.4K - $17.9K
|
13K
$8.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-29- 0.97% |
$14.4K - $17.9K
|
2.97K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-29- 2.74% |
$14.4K - $17.9K
|
1.03K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29- 4.57% |
$14.4K - $17.9K
|
606
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-30- 0.35% |
$14.9K - $18.5K
|
8.67K
$5.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-30- 0.67% |
$14.9K - $18.5K
|
4.44K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-30- 0.47% |
$14.9K - $18.5K
|
6.3K
$4.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 2.73% |
$15.4K - $19.2K
|
1.11K
$730K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-31- 0.61% |
$15.4K - $19.2K
|
5.02K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-31- 1.66% |
$15.4K - $19.2K
|
1.83K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-32- 1.12% |
$15.9K - $19.8K
|
2.84K
$1.87M
|