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 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 8.48% |
$2.09M - $2.61M
|
45.5K
$30.1M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.24K- 7.07% |
$2.11M - $2.62M
|
55.7K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.27K- 0.4% |
$2.12M - $2.64M
|
1.06M
$699M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.27K- 7.08% |
$2.12M - $2.64M
|
56.1K
$37.1M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.28K- 4.85% |
$2.12M - $2.64M
|
84K
$55.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-4.32K- 55.21% |
$2.14M - $2.67M
|
3.5K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.38K- 42.59% |
$2.17M - $2.71M
|
5.9K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.38K- 11.82% |
$2.18M - $2.71M
|
32.7K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.43K- 16.02% |
$2.2M - $2.74M
|
23.2K
$15.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.44K- 88.84% |
$2.21M - $2.74M
|
558
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.48K- 27.12% |
$2.22M - $2.76M
|
12K
$7.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 5.34% |
$2.24M - $2.79M
|
80.2K
$53M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-4.52K- 38.08% |
$2.25M - $2.8M
|
7.36K
$4.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-4.6K- 28.32% |
$2.28M - $2.84M
|
11.6K
$7.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.64K- 3.27% |
$2.3M - $2.86M
|
137K
$90.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.66K- 1.21% |
$2.31M - $2.88M
|
382K
$252M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-4.66K- 71.58% |
$2.31M - $2.88M
|
1.85K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.78K- 5.06% |
$2.37M - $2.95M
|
89.7K
$59.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 17.71% |
$2.38M - $2.96M
|
22.2K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-4.8K- 39.09% |
$2.39M - $2.97M
|
7.49K
$4.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.83K- 4.99% |
$2.4M - $2.98M
|
92K
$60.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-4.84K- 6.17% |
$2.4M - $2.99M
|
73.6K
$48.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.85K- 22.17% |
$2.41M - $3M
|
17K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 16.11% |
$2.49M - $3.1M
|
26.2K
$17.3M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-5.03K- 1.55% |
$2.5M - $3.11M
|
320K
$211M
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-5.08K- 8.76% |
$2.52M - $3.14M
|
52.9K
$35M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.13K- 21.0% |
$2.55M - $3.17M
|
19.3K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.14K- 5.56% |
$2.55M - $3.18M
|
87.4K
$57.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.16K- 17.64% |
$2.56M - $3.19M
|
24.1K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.16K- 18.48% |
$2.56M - $3.19M
|
22.8K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-5.21K- 80.59% |
$2.59M - $3.22M
|
1.26K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.21K- 45.87% |
$2.59M - $3.22M
|
6.15K
$4.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.3K- 9.79% |
$2.63M - $3.27M
|
48.8K
$32.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.34K- 9.11% |
$2.65M - $3.3M
|
53.2K
$35.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.35K- 13.53% |
$2.66M - $3.31M
|
34.2K
$22.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.37K- 2.12% |
$2.66M - $3.31M
|
247K
$163M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.45K- 28.31% |
$2.71M - $3.37M
|
13.8K
$9.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.45K- 3.03% |
$2.71M - $3.37M
|
175K
$115M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.46K- 4.34% |
$2.71M - $3.37M
|
120K
$79.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.47K- 6.52% |
$2.71M - $3.38M
|
78.3K
$51.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.47K- 16.33% |
$2.72M - $3.38M
|
28K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.49K- 14.77% |
$2.73M - $3.39M
|
31.7K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.6K- 0.59% |
$2.78M - $3.46M
|
944K
$624M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.62K- 30.38% |
$2.79M - $3.47M
|
12.9K
$8.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5.7K- 3.66% |
$2.83M - $3.52M
|
150K
$99.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.79K- 19.63% |
$2.87M - $3.58M
|
23.7K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.83K- 7.78% |
$2.89M - $3.6M
|
69.2K
$45.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
SELL
|
- |
-5.85K- 70.97% |
$2.9M - $3.61M
|
2.39K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-5.85K- 3.68% |
$2.9M - $3.61M
|
153K
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-5.86K- 2.74% |
$2.91M - $3.62M
|
208K
$138M
|