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 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-391- 22.8% |
$194K - $242K
|
1.32K
$875K
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-391- 1.2% |
$194K - $242K
|
32.3K
$21.3M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-397- 36.06% |
$197K - $245K
|
704
$465K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 1.4% |
$197K - $245K
|
27.9K
$18.5M
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-402- 9.76% |
$200K - $248K
|
3.72K
$2.46M
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-402- 26.17% |
$200K - $248K
|
1.13K
$749K
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-405- 13.24% |
$201K - $250K
|
2.65K
$1.75M
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-405- 3.59% |
$201K - $250K
|
10.9K
$7.18M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-406- 0.78% |
$202K - $251K
|
51.7K
$34.2M
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-412- 3.88% |
$205K - $255K
|
10.2K
$6.74M
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-414- 36.87% |
$206K - $256K
|
709
$468K
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-417- 0.66% |
$207K - $258K
|
62.6K
$41.4M
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-417- 2.65% |
$207K - $258K
|
15.3K
$10.1M
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-422- 3.86% |
$210K - $261K
|
10.5K
$6.95M
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-424- 24.16% |
$211K - $262K
|
1.33K
$879K
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-426- 0.75% |
$212K - $263K
|
56.6K
$37.4M
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-426- 0.73% |
$212K - $263K
|
58.2K
$38.4M
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-427- 47.71% |
$212K - $264K
|
468
$309K
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-428- 0.15% |
$212K - $264K
|
277K
$183M
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-428- 14.95% |
$212K - $264K
|
2.44K
$1.61M
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-428- 2.49% |
$212K - $264K
|
16.8K
$11.1M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-430- 17.16% |
$213K - $266K
|
2.08K
$1.37M
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
SELL
|
- |
-430- 38.15% |
$213K - $266K
|
697
$460K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-432- 1.07% |
$214K - $267K
|
39.8K
$26.3M
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-444- 16.41% |
$220K - $274K
|
2.26K
$1.49M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-445- 12.51% |
$221K - $275K
|
3.11K
$2.06M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-447- 0.35% |
$222K - $276K
|
126K
$82.9M
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-455- 5.2% |
$226K - $281K
|
8.3K
$5.48M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-455- 0.21% |
$226K - $281K
|
218K
$144M
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-458- 2.09% |
$227K - $283K
|
21.4K
$14.2M
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-459- 1.85% |
$228K - $284K
|
24.4K
$16.1M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-460- 0.87% |
$228K - $284K
|
52.3K
$34.5M
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-463- 0.98% |
$230K - $286K
|
46.8K
$30.9M
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-467- 40.57% |
$232K - $289K
|
684
$452K
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-470- 2.26% |
$233K - $290K
|
20.3K
$13.4M
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-471- 2.45% |
$234K - $291K
|
18.8K
$12.4M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-472- 9.88% |
$234K - $292K
|
4.3K
$2.84M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-472- 1.96% |
$234K - $292K
|
23.6K
$15.6M
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-475- 17.96% |
$236K - $293K
|
2.17K
$1.43M
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-475- 2.87% |
$236K - $293K
|
16.1K
$10.6M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-478- 5.18% |
$237K - $295K
|
8.75K
$5.78M
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-498- 34.46% |
$247K - $308K
|
947
$626K
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-500- 6.79% |
$248K - $309K
|
6.86K
$4.53M
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-500- 10.38% |
$248K - $309K
|
4.32K
$2.85M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-503- 0.69% |
$250K - $311K
|
71.9K
$47.5M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-504- 4.03% |
$250K - $311K
|
12K
$7.94M
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-505- 10.3% |
$251K - $312K
|
4.4K
$2.91M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-509- 7.02% |
$253K - $314K
|
6.74K
$4.45M
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-510- 11.26% |
$253K - $315K
|
4.02K
$2.65M
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-511- 0.96% |
$254K - $316K
|
52.8K
$34.9M
|