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
|
High Mark Wealth Management LLC
|
SELL
|
- |
-272- 18.62% |
$135K - $168K
|
1.19K
$786K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-272- 23.82% |
$135K - $168K
|
870
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-273- 19.9% |
$136K - $169K
|
1.1K
$726K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-274- 5.58% |
$136K - $169K
|
4.63K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-274- 36.44% |
$136K - $169K
|
478
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-275- 1.02% |
$137K - $170K
|
26.8K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-276- 4.36% |
$137K - $171K
|
6.06K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-276- 5.98% |
$137K - $171K
|
4.34K
$2.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-277- 0.63% |
$138K - $171K
|
43.6K
$28.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-278- 4.58% |
$138K - $172K
|
5.8K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-280- 27.78% |
$139K - $173K
|
728
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-281- 2.41% |
$140K - $174K
|
11.4K
$7.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-281- 4.21% |
$140K - $174K
|
6.4K
$4.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-283- 0.95% |
$141K - $175K
|
29.4K
$19.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-283- 3.23% |
$141K - $175K
|
8.48K
$5.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-283- 1.14% |
$141K - $175K
|
24.4K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-284- 1.06% |
$141K - $175K
|
26.4K
$17.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-284- 30.94% |
$141K - $175K
|
634
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-285- 1.08% |
$141K - $176K
|
26K
$17.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-285- 0.91% |
$141K - $176K
|
31.1K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-289- 28.39% |
$143K - $179K
|
729
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-291- 29.72% |
$144K - $180K
|
688
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-291- 10.89% |
$144K - $180K
|
2.38K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-293- 0.59% |
$145K - $181K
|
49.1K
$32.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-293- 2.41% |
$145K - $181K
|
11.9K
$7.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-294- 1.44% |
$146K - $182K
|
20.1K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-301- 23.17% |
$149K - $186K
|
998
$659K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-301- 6.8% |
$149K - $186K
|
4.13K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-304- 0.3% |
$151K - $188K
|
102K
$67.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 2.72% |
$152K - $190K
|
11K
$7.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-309- 42.39% |
$153K - $191K
|
420
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-310- 12.15% |
$154K - $192K
|
2.24K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-312- 3.57% |
$155K - $193K
|
8.42K
$5.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-312- 6.54% |
$155K - $193K
|
4.46K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-312- 5.08% |
$155K - $193K
|
5.83K
$3.85M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-313- 5.1% |
$155K - $193K
|
5.83K
$3.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-313- 17.8% |
$155K - $193K
|
1.45K
$955K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-314- 11.73% |
$156K - $194K
|
2.36K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-314- 0.38% |
$156K - $194K
|
82.5K
$54.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-314- 23.91% |
$156K - $194K
|
999
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-314- 67.67% |
$156K - $194K
|
150
$99.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-315- 1.3% |
$156K - $195K
|
23.8K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-315- 9.34% |
$156K - $195K
|
3.06K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-318- 4.27% |
$158K - $196K
|
7.13K
$4.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-318- 3.18% |
$158K - $196K
|
9.69K
$6.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-318- 20.54% |
$158K - $196K
|
1.23K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-319- 2.48% |
$158K - $197K
|
12.5K
$8.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-322- 1.76% |
$160K - $199K
|
18K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-325- 5.88% |
$161K - $201K
|
5.2K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-326- 3.43% |
$162K - $201K
|
9.18K
$6.06M
|