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
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-87- 1.22% |
$43.2K - $53.8K
|
7.05K
$4.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-88- 1.13% |
$43.7K - $54.4K
|
7.67K
$5.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-88- 3.01% |
$43.7K - $54.4K
|
2.83K
$1.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-88- 1.95% |
$43.7K - $54.4K
|
4.42K
$2.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-89- 4.7% |
$44.2K - $55K
|
1.81K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-89- 1.37% |
$44.2K - $55K
|
6.41K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-90- 0.58% |
$44.7K - $55.6K
|
15.3K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-90- 12.68% |
$44.7K - $55.6K
|
620
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-90- 7.01% |
$44.7K - $55.6K
|
1.19K
$789K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-90- 3.39% |
$44.7K - $55.6K
|
2.56K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-90- 1.85% |
$44.7K - $55.6K
|
4.78K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-90- 2.08% |
$44.7K - $55.6K
|
4.24K
$2.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-91- 17.37% |
$45.2K - $56.2K
|
433
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-91- 1.07% |
$45.2K - $56.2K
|
8.38K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-91- 0.32% |
$45.2K - $56.2K
|
28.7K
$19M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-92- 1.63% |
$45.7K - $56.8K
|
5.54K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-92- 2.61% |
$45.7K - $56.8K
|
3.44K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-92- 7.37% |
$45.7K - $56.8K
|
1.16K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-93- 2.61% |
$46.2K - $57.5K
|
3.47K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-93- 1.67% |
$46.2K - $57.5K
|
5.49K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-93- 3.62% |
$46.2K - $57.5K
|
2.47K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-95- 5.07% |
$47.2K - $58.7K
|
1.78K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-96- 10.02% |
$47.7K - $59.3K
|
862
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-96- 2.64% |
$47.7K - $59.3K
|
3.54K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-97- 3.43% |
$48.2K - $59.9K
|
2.73K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-97- 0.31% |
$48.2K - $59.9K
|
30.8K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$48.2K - $59.9K
|
406
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-97- 5.21% |
$48.2K - $59.9K
|
1.77K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-98- 3.5% |
$48.7K - $60.5K
|
2.7K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-98- 2.17% |
$48.7K - $60.5K
|
4.42K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-99- 0.68% |
$49.2K - $61.2K
|
14.4K
$9.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-99- 1.39% |
$49.2K - $61.2K
|
7.03K
$4.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 0.46% |
$49.6K - $61.8K
|
21.9K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 3.0% |
$49.6K - $61.8K
|
3.23K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-100- 3.12% |
$49.6K - $61.8K
|
3.11K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-100- 5.65% |
$49.6K - $61.8K
|
1.67K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-100- 2.88% |
$49.6K - $61.8K
|
3.38K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 7.59% |
$49.6K - $61.8K
|
1.22K
$805K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-100- 7.82% |
$49.6K - $61.8K
|
1.18K
$779K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-100- 11.25% |
$49.6K - $61.8K
|
789
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-100- 5.76% |
$49.6K - $61.8K
|
1.64K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-101- 8.33% |
$50.1K - $62.4K
|
1.11K
$735K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-101- 1.33% |
$50.1K - $62.4K
|
7.49K
$4.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-101- 1.98% |
$50.1K - $62.4K
|
5.01K
$3.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-101- 0.08% |
$50.1K - $62.4K
|
135K
$88.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-102- 2.95% |
$50.6K - $63K
|
3.35K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-103- 0.64% |
$51.1K - $63.6K
|
16K
$10.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-104- 0.38% |
$51.6K - $64.3K
|
27.3K
$18.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-107- 1.56% |
$53.1K - $66.1K
|
6.77K
$4.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-108- 3.67% |
$53.6K - $66.7K
|
2.84K
$1.87M
|