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 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.89K- 3.48% |
$1.43M - $1.78M
|
80.1K
$52.9M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.89K- 4.76% |
$1.43M - $1.78M
|
57.8K
$38.2M
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 94.58% |
$1.44M - $1.79M
|
166
$110K
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.93K- 17.27% |
$1.46M - $1.81M
|
14K
$9.28M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.94K- 9.76% |
$1.46M - $1.81M
|
27.1K
$17.9M
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.96K- 7.24% |
$1.47M - $1.83M
|
37.9K
$25.1M
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.98K- 15.49% |
$1.48M - $1.84M
|
16.2K
$10.7M
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.99K- 1.09% |
$1.48M - $1.84M
|
271K
$179M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3K- 3.16% |
$1.49M - $1.85M
|
91.9K
$60.7M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3K- 9.64% |
$1.49M - $1.85M
|
28.1K
$18.6M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.02K- 2.04% |
$1.5M - $1.87M
|
145K
$96M
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.04K- 5.62% |
$1.51M - $1.88M
|
51.1K
$33.8M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.04K- 3.12% |
$1.51M - $1.88M
|
94.6K
$62.5M
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-3.08K- 27.29% |
$1.53M - $1.9M
|
8.21K
$5.42M
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.08K- 56.04% |
$1.53M - $1.91M
|
2.42K
$1.6M
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-3.09K- 9.36% |
$1.53M - $1.91M
|
29.9K
$19.7M
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.11K- 21.85% |
$1.54M - $1.92M
|
11.1K
$7.34M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.11K- 9.61% |
$1.55M - $1.92M
|
29.3K
$19.3M
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-3.11K- 85.18% |
$1.55M - $1.92M
|
542
$358K
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.14K- 98.19% |
$1.56M - $1.94M
|
58
$38.3K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.16K- 19.9% |
$1.57M - $1.95M
|
12.7K
$8.4M
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-3.16K- 3.78% |
$1.57M - $1.95M
|
80.5K
$53.2M
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.2K- 1.29% |
$1.59M - $1.98M
|
245K
$162M
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-3.21K- 2.09% |
$1.59M - $1.98M
|
150K
$99M
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.34K- 12.04% |
$1.66M - $2.07M
|
24.4K
$16.1M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.35K- 5.23% |
$1.66M - $2.07M
|
60.6K
$40M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.36K- 12.87% |
$1.67M - $2.07M
|
22.7K
$15M
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.45K- 4.69% |
$1.71M - $2.13M
|
70.2K
$46.3M
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.49K- 84.73% |
$1.73M - $2.15M
|
628
$415K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.51K- 2.67% |
$1.74M - $2.17M
|
128K
$84.4M
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.53K- 95.43% |
$1.75M - $2.18M
|
169
$112K
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.63K- 43.9% |
$1.8M - $2.24M
|
4.64K
$3.06M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.69K- 5.99% |
$1.83M - $2.28M
|
58K
$38.3M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 9.91% |
$1.84M - $2.29M
|
33.7K
$22.3M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.73K- 3.03% |
$1.85M - $2.31M
|
119K
$78.8M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 2.43% |
$1.85M - $2.31M
|
150K
$98.8M
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.83K- 90.14% |
$1.9M - $2.37M
|
419
$277K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.84K- 13.6% |
$1.91M - $2.37M
|
24.4K
$16.1M
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.88K- 13.03% |
$1.93M - $2.4M
|
25.9K
$17.1M
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.92K- 7.01% |
$1.94M - $2.42M
|
51.9K
$34.3M
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.95K- 22.34% |
$1.96M - $2.44M
|
13.7K
$9.06M
|
|
Jul 10, 2025
Q2 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-3.96K- 0.58% |
$1.97M - $2.45M
|
683K
$451M
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.97K- 11.09% |
$1.97M - $2.45M
|
31.8K
$21M
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 30.21% |
$2M - $2.49M
|
9.32K
$6.15M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.07K- 2.0% |
$2.02M - $2.51M
|
199K
$132M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.08K- 7.36% |
$2.02M - $2.52M
|
51.4K
$33.9M
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-4.09K- 18.38% |
$2.03M - $2.53M
|
18.2K
$12M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 1.18% |
$2.04M - $2.54M
|
345K
$228M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.2K- 8.17% |
$2.09M - $2.59M
|
47.2K
$31.2M
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.2K- 93.85% |
$2.09M - $2.59M
|
275
$182K
|