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
|
Advisor Os, LLC
|
SELL
|
- |
-5.88K- 24.3% |
$2.92M - $3.63M
|
18.3K
$12.1M
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.91K- 0.97% |
$2.93M - $3.65M
|
601K
$397M
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-5.96K- 57.47% |
$2.96M - $3.68M
|
4.41K
$2.91M
|
|
Aug 14, 2025
Q2 2025
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-6.18K- 2.99% |
$3.07M - $3.82M
|
201K
$133M
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.24K- 11.49% |
$3.1M - $3.86M
|
48.1K
$31.8M
|
|
Aug 13, 2025
Q2 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-6.31K- 26.83% |
$3.13M - $3.9M
|
17.2K
$11.4M
|
|
Aug 13, 2025
Q2 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-6.38K- 1.0% |
$3.17M - $3.94M
|
632K
$418M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.39K- 2.86% |
$3.17M - $3.95M
|
217K
$143M
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.41K- 42.57% |
$3.18M - $3.96M
|
8.65K
$5.71M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.59K- 14.92% |
$3.27M - $4.07M
|
37.6K
$24.8M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.78K- 1.27% |
$3.37M - $4.19M
|
529K
$349M
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.94K- 4.6% |
$3.45M - $4.29M
|
144K
$95M
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-7K- 50.72% |
$3.48M - $4.32M
|
6.8K
$4.49M
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-7.11K- 33.62% |
$3.53M - $4.39M
|
14K
$9.27M
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-7.12K- 93.28% |
$3.54M - $4.4M
|
513
$339K
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.4K- 99.29% |
$3.68M - $4.57M
|
53
$35K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.5K- 10.23% |
$3.72M - $4.63M
|
65.8K
$43.5M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.51K- 6.73% |
$3.73M - $4.64M
|
104K
$68.7M
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-7.54K- 90.38% |
$3.74M - $4.66M
|
803
$530K
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-7.58K- 3.93% |
$3.76M - $4.68M
|
185K
$122M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.6K- 6.98% |
$3.77M - $4.69M
|
101K
$66.9M
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-7.78K- 41.93% |
$3.86M - $4.81M
|
10.8K
$7.12M
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-7.9K- 49.69% |
$3.92M - $4.88M
|
8K
$5.29M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-8.1K- 88.36% |
$4.02M - $5M
|
1.07K
$705K
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-8.31K- 42.9% |
$4.13M - $5.13M
|
11.1K
$7.31M
|
|
Aug 13, 2025
Q2 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-8.43K- 92.09% |
$4.18M - $5.21M
|
724
$478K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
SELL
|
- |
-8.49K- 4.59% |
$4.22M - $5.25M
|
176K
$117M
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-8.87K- 28.49% |
$4.4M - $5.48M
|
22.3K
$14.7M
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-8.87K- 9.61% |
$4.4M - $5.48M
|
83.4K
$55.1M
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-8.97K- 1.61% |
$4.45M - $5.54M
|
550K
$363M
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-9.23K- 46.88% |
$4.58M - $5.7M
|
10.5K
$6.91M
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-9.35K- 75.73% |
$4.64M - $5.78M
|
3K
$1.98M
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-9.37K- 18.17% |
$4.65M - $5.79M
|
42.2K
$27.9M
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-9.39K- 96.58% |
$4.66M - $5.8M
|
333
$220K
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-9.39K- 24.82% |
$4.66M - $5.8M
|
28.5K
$18.8M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-9.48K- 18.45% |
$4.7M - $5.85M
|
41.9K
$27.7M
|
|
Aug 12, 2025
Q2 2025
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-9.57K- 63.79% |
$4.75M - $5.91M
|
5.43K
$3.59M
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-9.64K- 31.28% |
$4.79M - $5.96M
|
21.2K
$14M
|
|
Jul 30, 2025
Q2 2025
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-9.71K- 5.66% |
$4.82M - $6M
|
162K
$107M
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-9.79K- 50.89% |
$4.86M - $6.05M
|
9.44K
$6.24M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.87K- 9.76% |
$4.9M - $6.1M
|
91.3K
$60.3M
|
|
Aug 14, 2025
Q2 2025
|
Valiant Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-9.89K- 5.6% |
$4.91M - $6.11M
|
167K
$110M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-10.1K- 3.22% |
$5.02M - $6.25M
|
304K
$201M
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.2K- 96.04% |
$5.04M - $6.27M
|
419
$277K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 19.67% |
$5.05M - $6.29M
|
41.6K
$27.5M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-10.3K- 19.53% |
$5.1M - $6.35M
|
42.3K
$28M
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.6K- 64.24% |
$5.25M - $6.53M
|
5.88K
$3.89M
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-10.7K- 66.24% |
$5.3M - $6.59M
|
5.44K
$3.59M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7K- 98.69% |
$5.33M - $6.63M
|
142
$93.8K
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10.9K- 96.31% |
$5.39M - $6.71M
|
416
$275K
|