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 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-188- 8.02% |
$93.3K - $116K
|
2.16K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-188- 4.42% |
$93.3K - $116K
|
4.06K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-188- 1.02% |
$93.3K - $116K
|
18.3K
$12.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-190- 23.93% |
$94.3K - $117K
|
604
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-190- 4.79% |
$94.3K - $117K
|
3.78K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-190- 11.46% |
$94.3K - $117K
|
1.47K
$970K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-191- 30.13% |
$94.8K - $118K
|
443
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-192- 9.04% |
$95.3K - $119K
|
1.93K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-192- 0.67% |
$95.3K - $119K
|
28.5K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-192- 11.12% |
$95.3K - $119K
|
1.54K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-192- 5.19% |
$95.3K - $119K
|
3.51K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-195- 7.58% |
$96.8K - $120K
|
2.38K
$1.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-196- 15.63% |
$97.3K - $121K
|
1.06K
$699K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-196- 3.75% |
$97.3K - $121K
|
5.03K
$3.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 1.37% |
$97.8K - $122K
|
14.1K
$9.34M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-197- 6.43% |
$97.8K - $122K
|
2.87K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-198- 99.5% |
$98.3K - $122K
|
1
$661
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-198- 7.72% |
$98.3K - $122K
|
2.37K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-200- 0.95% |
$99.3K - $124K
|
21K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-200- 1.17% |
$99.3K - $124K
|
16.9K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 30.77% |
$99.3K - $124K
|
450
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-200- 3.03% |
$99.3K - $124K
|
6.4K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-201- 3.81% |
$99.8K - $124K
|
5.07K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-201- 11.59% |
$99.8K - $124K
|
1.53K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-201- 3.34% |
$99.8K - $124K
|
5.82K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-204- 6.2% |
$101K - $126K
|
3.09K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-204- 6.98% |
$101K - $126K
|
2.72K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-204- 1.81% |
$101K - $126K
|
11.1K
$7.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-204- 6.96% |
$101K - $126K
|
2.73K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-205- 2.73% |
$102K - $127K
|
7.3K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-207- 1.07% |
$103K - $128K
|
19.1K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-209- 0.24% |
$104K - $129K
|
88.6K
$58.5M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-209- 53.73% |
$104K - $129K
|
180
$119K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-211- 0.79% |
$105K - $130K
|
26.5K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-211- 4.46% |
$105K - $130K
|
4.52K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-213- 3.42% |
$106K - $132K
|
6.01K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-214- 1.99% |
$106K - $132K
|
10.6K
$6.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-214- 1.05% |
$106K - $132K
|
20.2K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-214- 3.07% |
$106K - $132K
|
6.75K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-215- 5.26% |
$107K - $133K
|
3.87K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-215- 3.6% |
$107K - $133K
|
5.75K
$3.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-218- 1.09% |
$108K - $135K
|
19.8K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-218- 8.04% |
$108K - $135K
|
2.49K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-218- 1.15% |
$108K - $135K
|
18.8K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 8.43% |
$109K - $136K
|
2.39K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-220- 1.17% |
$109K - $136K
|
18.6K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-220- 7.85% |
$109K - $136K
|
2.58K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-220- 4.99% |
$109K - $136K
|
4.19K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-221- 4.82% |
$110K - $137K
|
4.36K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-222- 1.75% |
$110K - $137K
|
12.5K
$8.22M
|