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 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-517- 1.15% |
$257K - $319K
|
44.4K
$29.4M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-528- 23.37% |
$262K - $326K
|
1.73K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 13.61% |
$264K - $329K
|
3.38K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-534- 59.07% |
$265K - $330K
|
370
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-538- 8.16% |
$267K - $332K
|
6.06K
$4M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-539- 0.99% |
$268K - $333K
|
53.9K
$35.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-541- 14.2% |
$269K - $334K
|
3.27K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-543- 10.56% |
$270K - $335K
|
4.6K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-544- 1.17% |
$270K - $336K
|
45.8K
$30.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-547- 4.05% |
$272K - $338K
|
13K
$8.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-548- 0.36% |
$272K - $339K
|
151K
$99.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 13.55% |
$273K - $339K
|
3.5K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-551- 50.88% |
$274K - $340K
|
532
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-558- 0.81% |
$277K - $345K
|
68.5K
$45.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-559- 19.64% |
$278K - $345K
|
2.29K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-560- 7.71% |
$278K - $346K
|
6.7K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-560- 0.35% |
$278K - $346K
|
158K
$104M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-563- 40.56% |
$280K - $348K
|
825
$545K
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-566- 8.55% |
$281K - $350K
|
6.06K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-576- 6.69% |
$286K - $356K
|
8.04K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-576- 3.93% |
$286K - $356K
|
14.1K
$9.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-578- 11.59% |
$287K - $357K
|
4.41K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-579- 3.15% |
$287K - $358K
|
17.8K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-581- 8.33% |
$288K - $359K
|
6.39K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-581- 2.92% |
$288K - $359K
|
19.3K
$12.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-586- 0.42% |
$291K - $362K
|
140K
$92.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-587- 2.89% |
$291K - $363K
|
19.8K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-588- 1.03% |
$292K - $363K
|
56.3K
$37.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-589- 36.72% |
$292K - $364K
|
1.02K
$671K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-592- 9.15% |
$294K - $366K
|
5.88K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-592- 47.02% |
$294K - $366K
|
667
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-593- 2.81% |
$294K - $366K
|
20.5K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 0.81% |
$298K - $371K
|
73.9K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-600- 0.3% |
$298K - $371K
|
198K
$131M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-601- 27.56% |
$298K - $371K
|
1.58K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-605- 3.07% |
$300K - $374K
|
19.1K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-605- 30.01% |
$300K - $374K
|
1.41K
$932K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-610- 20.37% |
$303K - $377K
|
2.39K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-620- 17.02% |
$308K - $383K
|
3.02K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-622- 1.93% |
$309K - $384K
|
31.6K
$20.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-622- 2.14% |
$309K - $384K
|
28.4K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-623- 24.65% |
$309K - $385K
|
1.9K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-625- 62.19% |
$310K - $386K
|
380
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-626- 1.4% |
$311K - $387K
|
44.1K
$29.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-626- 39.82% |
$311K - $387K
|
946
$625K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-632- 1.88% |
$314K - $390K
|
33K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-633- 10.43% |
$314K - $391K
|
5.44K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-633- 3.19% |
$314K - $391K
|
19.2K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-638- 0.68% |
$317K - $394K
|
92.6K
$61.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-641- 3.21% |
$318K - $396K
|
19.3K
$12.8M
|