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 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-131- 30.75% |
$65K - $80.9K
|
295
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-132- 2.68% |
$65.5K - $81.6K
|
4.79K
$3.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-132- 4.81% |
$65.5K - $81.6K
|
2.61K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-133- 27.03% |
$66K - $82.2K
|
359
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-133- 24.68% |
$66K - $82.2K
|
406
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-133- 1.38% |
$66K - $82.2K
|
9.48K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-135- 5.77% |
$67K - $83.4K
|
2.2K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-135- 14.9% |
$67K - $83.4K
|
771
$509K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-136- 2.91% |
$67.5K - $84K
|
4.54K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-136- 4.81% |
$67.5K - $84K
|
2.69K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-137- 2.01% |
$68K - $84.6K
|
6.68K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-137- 4.49% |
$68K - $84.6K
|
2.92K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-139- 2.98% |
$69K - $85.9K
|
4.53K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-140- 1.92% |
$69.5K - $86.5K
|
7.15K
$4.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-140- 2.95% |
$69.5K - $86.5K
|
4.61K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-141- 2.41% |
$70K - $87.1K
|
5.71K
$3.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-142- 3.73% |
$70.5K - $87.7K
|
3.67K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-144- 0.66% |
$71.5K - $89K
|
21.8K
$14.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-144- 0.44% |
$71.5K - $89K
|
32.6K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-145- 24.13% |
$72K - $89.6K
|
456
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-145- 12.79% |
$72K - $89.6K
|
989
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-145- 13.6% |
$72K - $89.6K
|
921
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-145- 7.08% |
$72K - $89.6K
|
1.9K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-146- 0.77% |
$72.5K - $90.2K
|
18.8K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-147- 3.91% |
$73K - $90.8K
|
3.61K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-147- 0.07% |
$73K - $90.8K
|
206K
$136M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-148- 3.55% |
$73.5K - $91.4K
|
4.03K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-148- 1.4% |
$73.5K - $91.4K
|
10.4K
$6.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-148- 19.92% |
$73.5K - $91.4K
|
595
$393K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-148- 3.76% |
$73.5K - $91.4K
|
3.78K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-148- 8.99% |
$73.5K - $91.4K
|
1.5K
$990K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-148- 8.0% |
$73.5K - $91.4K
|
1.7K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-149- 0.66% |
$74K - $92.1K
|
22.4K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-149- 9.06% |
$74K - $92.1K
|
1.5K
$988K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-150- 6.02% |
$74.5K - $92.7K
|
2.34K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-150- 2.95% |
$74.5K - $92.7K
|
4.94K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-152- 0.75% |
$75.5K - $93.9K
|
20K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-152- 0.83% |
$75.5K - $93.9K
|
18.1K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-152- 25.5% |
$75.5K - $93.9K
|
444
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-153- 0.49% |
$76K - $94.5K
|
31.3K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-154- 8.28% |
$76.5K - $95.1K
|
1.71K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-155- 1.92% |
$77K - $95.8K
|
7.93K
$5.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-155- 4.36% |
$77K - $95.8K
|
3.4K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-155- 5.22% |
$77K - $95.8K
|
2.82K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-155- 0.51% |
$77K - $95.8K
|
30.3K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-155- 5.55% |
$77K - $95.8K
|
2.64K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-156- 18.42% |
$77.5K - $96.4K
|
691
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-156- 2.4% |
$77.5K - $96.4K
|
6.34K
$4.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-156- 0.98% |
$77.5K - $96.4K
|
15.8K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-157- 7.2% |
$77.9K - $97K
|
2.03K
$1.34M
|