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 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 1.47% |
$500K - $622K
|
67.5K
$44.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.01K- 0.58% |
$500K - $622K
|
173K
$114M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 3.32% |
$510K - $635K
|
29.9K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.04K- 5.67% |
$516K - $642K
|
17.3K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.04K- 5.92% |
$516K - $643K
|
16.5K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.05K- 0.61% |
$521K - $649K
|
171K
$113M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.05K- 16.95% |
$522K - $650K
|
5.15K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 36.54% |
$526K - $654K
|
1.84K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.06K- 10.95% |
$528K - $657K
|
8.65K
$5.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 13.47% |
$534K - $664K
|
6.9K
$4.56M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.08K- 27.45% |
$535K - $665K
|
2.85K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.09K- 9.44% |
$540K - $672K
|
10.4K
$6.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.1K- 29.19% |
$546K - $680K
|
2.67K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.1K- 9.93% |
$547K - $680K
|
9.99K
$6.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.1K- 17.86% |
$548K - $682K
|
5.08K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.11K- 11.14% |
$550K - $684K
|
8.83K
$5.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 21.46% |
$552K - $687K
|
4.07K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.11K- 0.76% |
$552K - $687K
|
146K
$96.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.11K- 24.32% |
$553K - $688K
|
3.46K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-1.11K- 37.13% |
$553K - $688K
|
1.89K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.12K- 7.2% |
$556K - $691K
|
14.4K
$9.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.12K- 4.25% |
$557K - $693K
|
25.2K
$16.7M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.12K- 16.13% |
$558K - $694K
|
5.84K
$3.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.12K- 13.59% |
$558K - $694K
|
7.14K
$4.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.13K- 19.81% |
$562K - $699K
|
4.58K
$3.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.14K- 7.66% |
$564K - $702K
|
13.7K
$9.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.15K- 47.34% |
$570K - $710K
|
1.28K
$844K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 2.58% |
$574K - $715K
|
43.6K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.16K- 13.93% |
$577K - $718K
|
7.18K
$4.74M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 30.3% |
$578K - $719K
|
2.68K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.18K- 41.15% |
$588K - $732K
|
1.69K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.2K- 27.16% |
$595K - $740K
|
3.21K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 6.66% |
$597K - $743K
|
16.8K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 5.65% |
$597K - $743K
|
20.1K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.2K- 60.47% |
$598K - $744K
|
787
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.21K- 35.97% |
$599K - $745K
|
2.15K
$1.42M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.21K- 8.04% |
$599K - $745K
|
13.8K
$9.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.22K- 5.88% |
$604K - $752K
|
19.5K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-1.23K- 6.11% |
$611K - $760K
|
18.9K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.24K- 11.9% |
$613K - $763K
|
9.15K
$6.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 11.86% |
$613K - $763K
|
9.18K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.24K- 5.51% |
$616K - $767K
|
21.3K
$14.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.24K- 3.1% |
$618K - $769K
|
38.9K
$25.7M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.25K- 28.11% |
$619K - $770K
|
3.19K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 6.82% |
$625K - $777K
|
17.2K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.26K- 11.11% |
$625K - $777K
|
10.1K
$6.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.38% |
$626K - $779K
|
22.2K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.26K- 20.79% |
$627K - $780K
|
4.81K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.27K- 51.4% |
$629K - $783K
|
1.2K
$791K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 2.99% |
$629K - $783K
|
41.1K
$27.1M
|