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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 0.43% |
$77.9K - $97K
|
36.4K
$24.1M
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-158- 1.29% |
$78.4K - $97.6K
|
12K
$7.96M
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-158- 9.74% |
$78.4K - $97.6K
|
1.47K
$968K
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-159- 0.69% |
$78.9K - $98.2K
|
23K
$15.2M
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-159- 3.96% |
$78.9K - $98.2K
|
3.86K
$2.55M
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-160- 0.59% |
$79.4K - $98.9K
|
26.8K
$17.7M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-160- 5.13% |
$79.4K - $98.9K
|
2.96K
$1.96M
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-160- 24.1% |
$79.4K - $98.9K
|
504
$333K
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-161- 2.32% |
$79.9K - $99.5K
|
6.79K
$4.48M
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-162- 1.85% |
$80.4K - $100K
|
8.62K
$5.69M
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-164- 0.73% |
$81.4K - $101K
|
22.3K
$14.7M
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-164- 5.18% |
$81.4K - $101K
|
3.01K
$1.99M
|
|
Aug 13, 2025
Q2 2025
|
Metlife Inc
New York, NY |
SELL
|
- |
-164- 2.44% |
$81.4K - $101K
|
6.56K
$4.33M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-165- 10.54% |
$81.9K - $102K
|
1.4K
$925K
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 5.53% |
$81.9K - $102K
|
2.82K
$1.86M
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-166- 0.45% |
$82.4K - $103K
|
37K
$24.4M
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-166- 9.71% |
$82.4K - $103K
|
1.54K
$1.02M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-168- 20.74% |
$83.4K - $104K
|
642
$424K
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-168- 0.86% |
$83.4K - $104K
|
19.3K
$12.8M
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-168- 4.1% |
$83.4K - $104K
|
3.93K
$2.59M
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-169- 1.92% |
$83.9K - $104K
|
8.63K
$5.7M
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-169- 7.61% |
$83.9K - $104K
|
2.05K
$1.36M
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-169- 5.87% |
$83.9K - $104K
|
2.71K
$1.79M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-171- 0.69% |
$84.9K - $106K
|
24.6K
$16.2M
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-172- 0.21% |
$85.4K - $106K
|
81.6K
$53.9M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-172- 2.75% |
$85.4K - $106K
|
6.07K
$4.01M
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-173- 3.83% |
$85.9K - $107K
|
4.34K
$2.87M
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-173- 7.1% |
$85.9K - $107K
|
2.26K
$1.5M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-174- 19.62% |
$86.4K - $108K
|
713
$471K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-174- 0.64% |
$86.4K - $108K
|
27.2K
$18M
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-176- 13.52% |
$87.4K - $109K
|
1.13K
$744K
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177- 7.98% |
$87.9K - $109K
|
2.04K
$1.35M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-177- 1.81% |
$87.9K - $109K
|
9.59K
$6.33M
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-178- 0.95% |
$88.4K - $110K
|
18.5K
$12.2M
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-178- 0.79% |
$88.4K - $110K
|
22.4K
$14.8M
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-180- 3.29% |
$89.4K - $111K
|
5.3K
$3.5M
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-180- 0.34% |
$89.4K - $111K
|
52.6K
$34.8M
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-180- 2.47% |
$89.4K - $111K
|
7.11K
$4.7M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-181- 33.77% |
$89.9K - $112K
|
355
$235K
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-181- 11.15% |
$89.9K - $112K
|
1.44K
$953K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-182- 0.62% |
$90.4K - $112K
|
29.2K
$19.3M
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-184- 1.99% |
$91.4K - $114K
|
9.04K
$5.97M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-184- 13.18% |
$91.4K - $114K
|
1.21K
$801K
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-184- 1.65% |
$91.4K - $114K
|
11K
$7.24M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-184- 2.79% |
$91.4K - $114K
|
6.41K
$4.24M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-185- 4.44% |
$91.8K - $114K
|
3.98K
$2.63M
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-187- 0.42% |
$92.8K - $116K
|
44.5K
$29.4M
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-187- 4.12% |
$92.8K - $116K
|
4.36K
$2.88M
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-188- 1.16% |
$93.3K - $116K
|
16.1K
$10.6M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-188- 1.18% |
$93.3K - $116K
|
15.7K
$10.4M
|