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 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-223- 20.04% |
$111K - $138K
|
890
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-226- 3.76% |
$112K - $140K
|
5.79K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-226- 1.08% |
$112K - $140K
|
20.7K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-227- 33.58% |
$113K - $140K
|
449
$297K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-227- 21.89% |
$113K - $140K
|
810
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-230- 2.36% |
$114K - $142K
|
9.51K
$6.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-230- 3.74% |
$114K - $142K
|
5.92K
$3.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-231- 0.16% |
$115K - $143K
|
142K
$93.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-232- 3.69% |
$115K - $143K
|
6.06K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-235Closed |
$117K - $145K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-236- 12.36% |
$117K - $146K
|
1.67K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-237- 6.27% |
$118K - $146K
|
3.54K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-239- 0.9% |
$119K - $148K
|
26.3K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-240- 1.13% |
$119K - $148K
|
21K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-242- 2.56% |
$120K - $150K
|
9.19K
$6.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-242- 24.03% |
$120K - $150K
|
765
$505K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-243- 22.27% |
$121K - $150K
|
848
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-243- 10.52% |
$121K - $150K
|
2.07K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-244- 6.6% |
$121K - $151K
|
3.45K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-245- 0.4% |
$122K - $151K
|
60.8K
$40.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-249- 4.49% |
$124K - $154K
|
5.29K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-250- 0.47% |
$124K - $154K
|
52.8K
$34.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-250- 0.89% |
$124K - $154K
|
27.9K
$18.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-250- 11.55% |
$124K - $154K
|
1.92K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-250- 58.14% |
$124K - $154K
|
180
$119K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-251- 1.1% |
$125K - $155K
|
22.5K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-252- 0.46% |
$125K - $156K
|
55.1K
$36.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-253- 1.43% |
$126K - $156K
|
17.4K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-253- 6.87% |
$126K - $156K
|
3.43K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-253- 3.58% |
$126K - $156K
|
6.82K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
SELL
|
- |
-254- 1.86% |
$126K - $157K
|
13.4K
$8.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-255- 0.22% |
$127K - $158K
|
117K
$77.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-255- 14.83% |
$127K - $158K
|
1.46K
$967K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-255- 20.68% |
$127K - $158K
|
978
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-257- 21.35% |
$128K - $159K
|
947
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-257- 0.61% |
$128K - $159K
|
41.7K
$27.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-260- 38.35% |
$129K - $161K
|
418
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-263- 6.24% |
$131K - $162K
|
3.95K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-264- 33.38% |
$131K - $163K
|
527
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-264- 9.3% |
$131K - $163K
|
2.58K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-265- 0.18% |
$132K - $164K
|
143K
$94.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-265- 1.84% |
$132K - $164K
|
14.1K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-266- 9.88% |
$132K - $164K
|
2.43K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-266- 31.29% |
$132K - $164K
|
584
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-268- 2.29% |
$133K - $166K
|
11.4K
$7.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.71% |
$134K - $167K
|
9.71K
$6.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-270- 19.27% |
$134K - $167K
|
1.13K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-270- 2.51% |
$134K - $167K
|
10.5K
$6.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-270- 2.82% |
$134K - $167K
|
9.3K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-271- 30.76% |
$135K - $167K
|
610
$403K
|