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 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-642- 27.4% |
$319K - $397K
|
1.7K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-643- 1.87% |
$319K - $397K
|
33.7K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-645- 2.96% |
$320K - $399K
|
21.2K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-651- 0.99% |
$323K - $402K
|
64.9K
$42.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-652- 60.76% |
$324K - $403K
|
421
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-654- 13.48% |
$325K - $404K
|
4.2K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-658- 40.92% |
$327K - $407K
|
950
$628K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-660- 5.51% |
$328K - $408K
|
11.3K
$7.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-660- 1.65% |
$328K - $408K
|
39.4K
$26.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-662- 7.58% |
$329K - $409K
|
8.08K
$5.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-662- 69.61% |
$329K - $409K
|
289
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-662- 13.87% |
$329K - $409K
|
4.11K
$2.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-664- 14.29% |
$330K - $410K
|
3.98K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-668- 19.61% |
$332K - $413K
|
2.74K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-668- 2.0% |
$332K - $413K
|
32.8K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-668- 6.26% |
$332K - $413K
|
10K
$6.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-671- 15.35% |
$333K - $415K
|
3.7K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-674- 0.33% |
$335K - $416K
|
204K
$135M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-676- 5.67% |
$336K - $418K
|
11.2K
$7.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-680- 10.52% |
$338K - $420K
|
5.79K
$3.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-683- 5.82% |
$339K - $422K
|
11.1K
$7.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-692- 7.5% |
$344K - $428K
|
8.53K
$5.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-695- 3.94% |
$345K - $429K
|
16.9K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-698- 16.95% |
$347K - $431K
|
3.42K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-699- 16.63% |
$347K - $432K
|
3.5K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-700- 8.33% |
$348K - $432K
|
7.7K
$5.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-703- 25.42% |
$349K - $434K
|
2.06K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-705- 12.09% |
$350K - $436K
|
5.13K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-708- 3.84% |
$352K - $437K
|
17.7K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-710- 15.95% |
$353K - $439K
|
3.74K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-712- 0.98% |
$353K - $440K
|
71.6K
$47.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-712- 0.2% |
$353K - $440K
|
354K
$234M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-713- 7.04% |
$354K - $441K
|
9.42K
$6.22M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-713- 4.21% |
$354K - $441K
|
16.2K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-713- 4.21% |
$354K - $441K
|
16.2K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-714- 10.37% |
$354K - $441K
|
6.17K
$4.08M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-725- 6.76% |
$360K - $448K
|
10K
$6.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-730- 1.99% |
$362K - $451K
|
35.9K
$23.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-740- 2.71% |
$367K - $457K
|
26.5K
$17.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-756- 20.81% |
$375K - $467K
|
2.88K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-768- 4.77% |
$381K - $475K
|
15.3K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-768- 7.16% |
$381K - $475K
|
9.95K
$6.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-788- 14.44% |
$391K - $487K
|
4.67K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-793- 44.53% |
$394K - $490K
|
988
$653K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-801- 5.0% |
$398K - $495K
|
15.2K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-807- 7.63% |
$401K - $499K
|
9.77K
$6.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-820- 9.87% |
$407K - $507K
|
7.49K
$4.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-829- 12.48% |
$412K - $512K
|
5.81K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-840- 10.42% |
$417K - $519K
|
7.22K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-840- 17.85% |
$417K - $519K
|
3.87K
$2.55M
|