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
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.12K- 79.42% |
$1.05M - $1.31M
|
549
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.13K- 4.17% |
$1.06M - $1.32M
|
49K
$32.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.13K- 39.16% |
$1.06M - $1.32M
|
3.31K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.14K- 7.05% |
$1.06M - $1.32M
|
28.2K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.15K- 9.17% |
$1.06M - $1.33M
|
21.3K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.15K- 15.92% |
$1.07M - $1.33M
|
11.4K
$7.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.27K- 80.24% |
$1.13M - $1.4M
|
558
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 2.65% |
$1.13M - $1.41M
|
83.6K
$55.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.29K- 1.37% |
$1.14M - $1.42M
|
165K
$109M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 10.43% |
$1.15M - $1.43M
|
19.9K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.34K- 5.99% |
$1.16M - $1.44M
|
36.6K
$24.2M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.34K- 18.06% |
$1.16M - $1.44M
|
10.6K
$7M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.36K- 11.61% |
$1.17M - $1.46M
|
18K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 17.0% |
$1.17M - $1.46M
|
11.6K
$7.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 20.86% |
$1.2M - $1.49M
|
9.16K
$6.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-2.43K- 0.2% |
$1.21M - $1.5M
|
1.21M
$801M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.45K- 30.44% |
$1.22M - $1.51M
|
5.6K
$3.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.48K- 5.74% |
$1.23M - $1.53M
|
40.7K
$26.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 1.3% |
$1.24M - $1.54M
|
189K
$125M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.52K- 32.5% |
$1.25M - $1.56M
|
5.24K
$3.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-2.53K- 8.81% |
$1.26M - $1.57M
|
26.2K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.55K- 7.95% |
$1.27M - $1.58M
|
29.5K
$19.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.56K- 4.24% |
$1.27M - $1.58M
|
57.7K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-2.56K- 45.23% |
$1.27M - $1.58M
|
3.1K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-2.59K- 6.95% |
$1.29M - $1.6M
|
34.7K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.63K- 5.22% |
$1.31M - $1.62M
|
47.7K
$31.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.63K- 38.1% |
$1.31M - $1.63M
|
4.28K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.64K- 6.01% |
$1.31M - $1.63M
|
41.2K
$27.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.64K- 0.95% |
$1.31M - $1.63M
|
275K
$182M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.67K- 83.01% |
$1.33M - $1.65M
|
547
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.68K- 2.29% |
$1.33M - $1.65M
|
114K
$75.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-2.69K- 25.19% |
$1.33M - $1.66M
|
7.98K
$5.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-2.7K- 4.92% |
$1.34M - $1.67M
|
52.2K
$34.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.7K- 6.36% |
$1.34M - $1.67M
|
39.8K
$26.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.72K- 13.2% |
$1.35M - $1.68M
|
17.9K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.72K- 13.24% |
$1.35M - $1.68M
|
17.8K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2.74K- 47.86% |
$1.36M - $1.69M
|
2.99K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.74K- 6.93% |
$1.36M - $1.69M
|
36.8K
$24.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.75K- 5.62% |
$1.37M - $1.7M
|
46.2K
$30.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.79K- 1.1% |
$1.38M - $1.72M
|
251K
$166M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.79K- 3.8% |
$1.39M - $1.73M
|
70.7K
$46.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.8K- 3.44% |
$1.39M - $1.73M
|
78.7K
$52M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.8K- 13.31% |
$1.39M - $1.73M
|
18.2K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.8K- 2.08% |
$1.39M - $1.73M
|
132K
$87.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.83K- 4.46% |
$1.4M - $1.75M
|
60.6K
$40M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.83K- 0.36% |
$1.4M - $1.75M
|
789K
$522M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 10.97% |
$1.41M - $1.75M
|
23K
$15.2M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.84K- 1.28% |
$1.41M - $1.75M
|
219K
$145M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.86K- 5.55% |
$1.42M - $1.77M
|
48.6K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.86K- 22.92% |
$1.42M - $1.77M
|
9.62K
$6.35M
|