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 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-109- 3.36% |
$54.1K - $67.3K
|
3.13K
$2.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 1.69% |
$54.6K - $68K
|
6.4K
$4.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-111- 1.59% |
$55.1K - $68.6K
|
6.89K
$4.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
SELL
|
- |
-111- 1.89% |
$55.1K - $68.6K
|
5.78K
$3.82M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-112- 9.47% |
$55.6K - $69.2K
|
1.07K
$708K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-112- 5.39% |
$55.6K - $69.2K
|
1.96K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-113- 19.96% |
$56.1K - $69.8K
|
453
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-113- 3.8% |
$56.1K - $69.8K
|
2.86K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-113- 8.84% |
$56.1K - $69.8K
|
1.17K
$770K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-113- 0.84% |
$56.1K - $69.8K
|
13.4K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-113- 2.12% |
$56.1K - $69.8K
|
5.21K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-114- 1.17% |
$56.6K - $70.4K
|
9.59K
$6.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-114- 1.74% |
$56.6K - $70.4K
|
6.44K
$4.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-114- 5.95% |
$56.6K - $70.4K
|
1.8K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-114- 24.57% |
$56.6K - $70.4K
|
350
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-115- 12.38% |
$57.1K - $71.1K
|
814
$538K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-115- 2.5% |
$57.1K - $71.1K
|
4.49K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-115- 5.18% |
$57.1K - $71.1K
|
2.1K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-115- 41.37% |
$57.1K - $71.1K
|
163
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-116- 2.23% |
$57.6K - $71.7K
|
5.08K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-116- 1.4% |
$57.6K - $71.7K
|
8.18K
$5.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-117- 6.05% |
$58.1K - $72.3K
|
1.82K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-118- 6.52% |
$58.6K - $72.9K
|
1.69K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-119- 23.38% |
$59.1K - $73.5K
|
390
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-119- 4.12% |
$59.1K - $73.5K
|
2.77K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-119- 0.84% |
$59.1K - $73.5K
|
14.1K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 2.6% |
$59.1K - $73.5K
|
4.45K
$2.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-120- 9.59% |
$59.6K - $74.1K
|
1.13K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-121- 3.0% |
$60.1K - $74.8K
|
3.91K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-122- 3.09% |
$60.6K - $75.4K
|
3.83K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-122- 1.22% |
$60.6K - $75.4K
|
9.86K
$6.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-122- 26.07% |
$60.6K - $75.4K
|
346
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-123- 0.27% |
$61.1K - $76K
|
45.7K
$30.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-123- 0.8% |
$61.1K - $76K
|
15.3K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-123- 2.76% |
$61.1K - $76K
|
4.33K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-123- 3.74% |
$61.1K - $76K
|
3.17K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-123- 0.13% |
$61.1K - $76K
|
97.6K
$64.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-124- 16.17% |
$61.6K - $76.6K
|
643
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-124- 12.63% |
$61.6K - $76.6K
|
858
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-125- 0.91% |
$62.1K - $77.2K
|
13.5K
$8.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-126- 15.67% |
$62.6K - $77.8K
|
678
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-126- 5.53% |
$62.6K - $77.8K
|
2.15K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-126- 2.2% |
$62.6K - $77.8K
|
5.61K
$3.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-127- 0.19% |
$63.1K - $78.5K
|
65K
$43M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-127- 4.48% |
$63.1K - $78.5K
|
2.71K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-127- 1.86% |
$63.1K - $78.5K
|
6.68K
$4.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-128- 0.19% |
$63.5K - $79.1K
|
66.3K
$43.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 8.96% |
$64K - $79.7K
|
1.31K
$866K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-129- 3.92% |
$64K - $79.7K
|
3.16K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-131- 5.62% |
$65K - $80.9K
|
2.2K
$1.45M
|