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 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-840- 3.47% |
$417K - $519K
|
23.4K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-840- 8.03% |
$417K - $519K
|
9.62K
$6.35M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-845- 2.19% |
$420K - $522K
|
37.7K
$24.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-856- 5.18% |
$425K - $529K
|
15.7K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-858- 12.43% |
$426K - $530K
|
6.05K
$3.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-863- 4.71% |
$428K - $533K
|
17.5K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-864- 3.77% |
$429K - $534K
|
22.1K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-868- 20.01% |
$431K - $536K
|
3.47K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-870- 11.81% |
$432K - $538K
|
6.5K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-875- 12.07% |
$434K - $541K
|
6.37K
$4.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-876- 22.71% |
$435K - $541K
|
2.98K
$1.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-883- 12.28% |
$438K - $546K
|
6.31K
$4.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-885- 2.47% |
$439K - $547K
|
34.9K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-886- 5.31% |
$440K - $547K
|
15.8K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-888- 20.07% |
$441K - $549K
|
3.54K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-905- 12.59% |
$449K - $559K
|
6.28K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-905- 2.25% |
$449K - $559K
|
39.3K
$25.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-907- 4.39% |
$450K - $560K
|
19.8K
$13.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-915- 50.05% |
$454K - $565K
|
913
$603K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-916- 1.22% |
$455K - $566K
|
74.2K
$49M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-921- 2.03% |
$457K - $569K
|
44.4K
$29.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-923- 11.4% |
$458K - $570K
|
7.17K
$4.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-924- 3.5% |
$459K - $571K
|
25.5K
$16.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-929- 8.69% |
$461K - $574K
|
9.76K
$6.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-936- 8.26% |
$465K - $578K
|
10.4K
$6.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-937- 0.39% |
$465K - $579K
|
239K
$158M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-939- 10.63% |
$466K - $580K
|
7.9K
$5.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-940- 4.73% |
$467K - $581K
|
18.9K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-949- 1.51% |
$471K - $586K
|
62K
$41M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-952- 59.24% |
$473K - $588K
|
655
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-959- 1.55% |
$476K - $593K
|
61K
$40.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-967- 1.86% |
$480K - $597K
|
51.1K
$33.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-968- 18.1% |
$481K - $598K
|
4.38K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-970- 1.92% |
$482K - $599K
|
49.6K
$32.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-979- 4.33% |
$486K - $605K
|
21.6K
$14.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-980- 2.95% |
$487K - $605K
|
32.2K
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-982- 3.22% |
$488K - $607K
|
29.5K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-983- 68.84% |
$488K - $607K
|
445
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-984- 57.71% |
$489K - $608K
|
721
$476K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-987- 1.89% |
$490K - $610K
|
51.3K
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-987- 3.04% |
$490K - $610K
|
31.5K
$20.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-991- 7.22% |
$492K - $612K
|
12.7K
$8.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-992- 0.78% |
$493K - $613K
|
127K
$83.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-996- 6.64% |
$494K - $615K
|
14K
$9.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1K- 10.22% |
$496K - $618K
|
8.79K
$5.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1K- 8.9% |
$498K - $620K
|
10.3K
$6.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1K- 2.5% |
$498K - $620K
|
39.1K
$25.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1K- 2.62% |
$498K - $620K
|
37.4K
$24.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.79% |
$499K - $622K
|
55.2K
$36.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 0.45% |
$499K - $622K
|
221K
$146M
|