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
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.64K- 4.09% |
$812K - $1.01M
|
38.3K
$25.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.67K- 1.56% |
$827K - $1.03M
|
105K
$69.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.67K- 0.46% |
$830K - $1.03M
|
364K
$241M
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.68K- 40.68% |
$834K - $1.04M
|
2.45K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.68K- 76.05% |
$834K - $1.04M
|
529
$349K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 1.56% |
$837K - $1.04M
|
106K
$70.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.7K- 1.93% |
$843K - $1.05M
|
86.4K
$57.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.7K- 0.41% |
$845K - $1.05M
|
418K
$276M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.71K- 9.42% |
$848K - $1.06M
|
16.4K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.71% |
$858K - $1.07M
|
62.1K
$41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 35.7% |
$859K - $1.07M
|
3.12K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.74K- 1.45% |
$866K - $1.08M
|
118K
$78.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.75K- 1.81% |
$869K - $1.08M
|
94.9K
$62.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.75K- 41.07% |
$869K - $1.08M
|
2.51K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.76K- 33.0% |
$871K - $1.08M
|
3.56K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.24% |
$872K - $1.08M
|
19.5K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.76K- 11.96% |
$875K - $1.09M
|
13K
$8.57M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.77K- 10.13% |
$876K - $1.09M
|
15.7K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 10.75% |
$881K - $1.1M
|
14.7K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.78K- 80.18% |
$884K - $1.1M
|
440
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.78K- 30.88% |
$884K - $1.1M
|
3.99K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.82K- 2.79% |
$906K - $1.13M
|
63.6K
$42M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 8.5% |
$906K - $1.13M
|
19.6K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.85K- 12.98% |
$917K - $1.14M
|
12.4K
$8.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.86K- 16.57% |
$921K - $1.15M
|
9.34K
$6.17M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.87K- 1.0% |
$928K - $1.16M
|
185K
$122M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.89K- 6.31% |
$936K - $1.17M
|
28K
$18.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.9K- 1.18% |
$942K - $1.17M
|
159K
$105M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.91K- 22.56% |
$949K - $1.18M
|
6.56K
$4.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.92K- 2.45% |
$952K - $1.19M
|
76.5K
$50.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 7.35% |
$954K - $1.19M
|
24.2K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.93K- 2.89% |
$957K - $1.19M
|
64.8K
$42.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.94K- 5.59% |
$964K - $1.2M
|
32.8K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.95K- 8.47% |
$968K - $1.2M
|
21.1K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.96K- 1.84% |
$972K - $1.21M
|
104K
$69M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.96K- 13.01% |
$974K - $1.21M
|
13.1K
$8.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.98K- 6.87% |
$984K - $1.22M
|
26.9K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.99K- 37.86% |
$986K - $1.23M
|
3.26K
$2.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.99K- 11.25% |
$987K - $1.23M
|
15.7K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.99K- 8.5% |
$989K - $1.23M
|
21.5K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2K- 62.12% |
$991K - $1.23M
|
1.22K
$805K
|
|
|
Aug 13, 2025
Q2 2025
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-2K- 37.74% |
$993K - $1.24M
|
3.3K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2K- 42.53% |
$993K - $1.24M
|
2.7K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.05K- 11.54% |
$1.02M - $1.27M
|
15.7K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 5.87% |
$1.02M - $1.27M
|
32.9K
$21.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.05K- 34.14% |
$1.02M - $1.27M
|
3.96K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.06K- 18.41% |
$1.02M - $1.27M
|
9.13K
$6.03M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-2.08K- 2.42% |
$1.03M - $1.29M
|
84.1K
$55.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.1K- 9.37% |
$1.04M - $1.3M
|
20.3K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.11K- 73.31% |
$1.05M - $1.3M
|
767
$507K
|