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 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.27K- 26.63% |
$632K - $786K
|
3.5K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 10.02% |
$638K - $795K
|
11.5K
$7.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.31K- 11.15% |
$649K - $808K
|
10.4K
$6.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.33K- 6.28% |
$662K - $824K
|
19.9K
$13.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 0.87% |
$663K - $825K
|
152K
$100M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.34K- 16.1% |
$666K - $829K
|
6.99K
$4.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.34K- 15.64% |
$667K - $830K
|
7.24K
$4.79M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.35K- 0.5% |
$670K - $833K
|
266K
$176M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.36K- 2.45% |
$674K - $839K
|
54.2K
$35.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.36K- 26.51% |
$677K - $842K
|
3.78K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-1.37K- 6.92% |
$679K - $845K
|
18.4K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.38K- 8.57% |
$687K - $854K
|
14.8K
$9.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.39K- 1.06% |
$691K - $860K
|
129K
$85.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 13.86% |
$694K - $863K
|
8.68K
$5.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.4K- 17.03% |
$696K - $866K
|
6.83K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.4K- 23.49% |
$697K - $867K
|
4.57K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.41K- 44.16% |
$698K - $869K
|
1.78K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.41K- 6.97% |
$700K - $871K
|
18.8K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.42K- 3.15% |
$704K - $876K
|
43.7K
$28.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.43K- 5.12% |
$712K - $886K
|
26.6K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.44K- 1.5% |
$712K - $887K
|
94.4K
$62.4M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.44K- 4.65% |
$714K - $889K
|
29.5K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.44K- 2.37% |
$715K - $890K
|
59.3K
$39.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.44K- 1.41% |
$716K - $891K
|
101K
$66.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1.45K- 10.6% |
$717K - $893K
|
12.2K
$8.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.46K- 23.07% |
$725K - $903K
|
4.87K
$3.22M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.46K- 19.2% |
$725K - $903K
|
6.15K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.48K- 6.36% |
$734K - $914K
|
21.8K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.19% |
$735K - $915K
|
33.9K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.49K- 25.57% |
$738K - $918K
|
4.33K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 6.59% |
$751K - $935K
|
21.4K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 9.72% |
$756K - $941K
|
14.1K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.53K- 39.09% |
$757K - $942K
|
2.38K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.53K- 38.88% |
$760K - $946K
|
2.41K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.54K- 0.48% |
$762K - $948K
|
315K
$208M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.54K- 72.56% |
$764K - $951K
|
582
$384K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.56K- 5.29% |
$773K - $961K
|
27.9K
$18.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.56K- 2.14% |
$774K - $963K
|
71.3K
$47.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.57K- 4.13% |
$778K - $968K
|
36.4K
$24.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.58K- 23.05% |
$784K - $976K
|
5.27K
$3.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.59K- 6.75% |
$790K - $984K
|
22K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.6K- 0.62% |
$792K - $986K
|
255K
$169M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 52.04% |
$792K - $986K
|
1.47K
$972K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.61K- 11.26% |
$798K - $993K
|
12.7K
$8.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 10.39% |
$799K - $994K
|
13.9K
$9.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.61K- 3.8% |
$800K - $995K
|
40.8K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.62K- 7.4% |
$802K - $998K
|
20.2K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.63K- 21.03% |
$808K - $1.01M
|
6.11K
$4.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.63K- 7.7% |
$811K - $1.01M
|
19.6K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.63K- 0.77% |
$811K - $1.01M
|
212K
$140M
|