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 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-327- 9.79% |
$162K - $202K
|
3.01K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-328- 1.11% |
$163K - $203K
|
29.2K
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-328- 4.6% |
$163K - $203K
|
6.8K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-328- 27.96% |
$163K - $203K
|
845
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-330- 30.47% |
$164K - $204K
|
753
$497K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-332- 36.64% |
$165K - $205K
|
574
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-332- 9.89% |
$165K - $205K
|
3.03K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-332- 0.77% |
$165K - $205K
|
42.7K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-333- 2.56% |
$165K - $206K
|
12.7K
$8.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-335- 1.04% |
$166K - $207K
|
31.8K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-337- 5.73% |
$167K - $208K
|
5.55K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-337- 6.16% |
$167K - $208K
|
5.14K
$3.39M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-338- 4.0% |
$168K - $209K
|
8.11K
$5.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-339- 6.92% |
$168K - $209K
|
4.56K
$3.01M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-342- 39.77% |
$170K - $211K
|
518
$342K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-344- 15.78% |
$171K - $213K
|
1.84K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-344- 1.82% |
$171K - $213K
|
18.5K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-344- 4.35% |
$171K - $213K
|
7.57K
$5M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-346- 1.57% |
$172K - $214K
|
21.7K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-346- 1.46% |
$172K - $214K
|
23.4K
$15.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-347- 13.35% |
$172K - $214K
|
2.25K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-347- 6.66% |
$172K - $214K
|
4.87K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-348- 32.16% |
$173K - $215K
|
734
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-348- 22.72% |
$173K - $215K
|
1.18K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-356- 0.77% |
$177K - $220K
|
46K
$30.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-357- 29.85% |
$177K - $221K
|
839
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-357- 12.68% |
$177K - $221K
|
2.46K
$1.62M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-358- 5.28% |
$178K - $221K
|
6.42K
$4.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-359- 3.7% |
$178K - $222K
|
9.35K
$6.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-360- 5.32% |
$179K - $222K
|
6.41K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-363- 14.96% |
$180K - $224K
|
2.06K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-367- 28.08% |
$182K - $227K
|
940
$621K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-367- 32.71% |
$182K - $227K
|
755
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-369- 2.13% |
$183K - $228K
|
16.9K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-374- 4.89% |
$186K - $231K
|
7.27K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-377- 1.97% |
$187K - $233K
|
18.8K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-378- 2.14% |
$188K - $234K
|
17.3K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-379- 0.84% |
$188K - $234K
|
44.7K
$29.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-380- 5.48% |
$189K - $235K
|
6.55K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-380- 7.29% |
$189K - $235K
|
4.83K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-381- 3.91% |
$189K - $235K
|
9.36K
$6.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-381- 0.27% |
$189K - $235K
|
139K
$91.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-383- 12.19% |
$190K - $237K
|
2.76K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-386- 28.07% |
$192K - $238K
|
989
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 5.07% |
$192K - $239K
|
7.24K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-387- 1.93% |
$192K - $239K
|
19.6K
$13M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-389- 24.84% |
$193K - $240K
|
1.18K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-389- 0.19% |
$193K - $240K
|
201K
$133M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-391- 11.88% |
$194K - $242K
|
2.9K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-391- 34.33% |
$194K - $242K
|
748
$494K
|