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 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11K- 5.79% |
$5.46M - $6.79M
|
179K
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-11K- 8.63% |
$5.46M - $6.8M
|
116K
$76.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11.1K- 1.52% |
$5.49M - $6.83M
|
717K
$474M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-11.1K- 48.47% |
$5.5M - $6.85M
|
11.8K
$7.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 75.67% |
$5.62M - $7M
|
3.64K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 63.17% |
$5.72M - $7.12M
|
6.72K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-11.6K- 54.41% |
$5.74M - $7.14M
|
9.68K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-11.8K- 16.67% |
$5.83M - $7.26M
|
58.7K
$38.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-11.9K- 5.63% |
$5.91M - $7.35M
|
199K
$132M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-12.1K- 46.0% |
$6M - $7.46M
|
14.2K
$9.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12.2K- 19.24% |
$6.07M - $7.55M
|
51.3K
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-12.3K- 65.32% |
$6.12M - $7.61M
|
6.54K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-12.4K- 50.31% |
$6.13M - $7.63M
|
12.2K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.4K- 39.17% |
$6.14M - $7.64M
|
19.2K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-12.5K- 87.4% |
$6.2M - $7.71M
|
1.8K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-12.7K- 16.75% |
$6.29M - $7.83M
|
63K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.9K- 12.22% |
$6.39M - $7.95M
|
92.5K
$61.1M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.1K- 30.59% |
$6.49M - $8.07M
|
29.7K
$19.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-13.1K- 17.14% |
$6.5M - $8.09M
|
63.3K
$41.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.2K- 17.79% |
$6.55M - $8.16M
|
61K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.4K- 30.59% |
$6.64M - $8.26M
|
30.3K
$20M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.8K- 32.44% |
$6.85M - $8.52M
|
28.7K
$19M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.8K- 13.8% |
$6.87M - $8.55M
|
86.4K
$57.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 7.82% |
$6.94M - $8.63M
|
165K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-14.4K- 10.67% |
$7.12M - $8.87M
|
120K
$79.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-14.9K- 6.1% |
$7.37M - $9.18M
|
229K
$151M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.9K- 87.67% |
$7.39M - $9.2M
|
2.1K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-15K- 99.99% |
$7.45M - $9.27M
|
2
$1.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-15K- 35.52% |
$7.45M - $9.27M
|
27.2K
$18M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15K- 16.63% |
$7.46M - $9.28M
|
75.3K
$49.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-15.1K- 22.72% |
$7.48M - $9.31M
|
51.2K
$33.8M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-15.3K- 5.37% |
$7.61M - $9.47M
|
270K
$179M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.4K- 5.06% |
$7.63M - $9.49M
|
288K
$190M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-15.5K- 3.08% |
$7.7M - $9.58M
|
488K
$322M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15.7K- 28.57% |
$7.8M - $9.7M
|
39.3K
$25.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-15.8K- 39.17% |
$7.84M - $9.76M
|
24.5K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-15.9K- 24.38% |
$7.91M - $9.85M
|
49.4K
$32.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-16.8K- 91.64% |
$8.35M - $10.4M
|
1.53K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-16.9K- 4.9% |
$8.41M - $10.5M
|
329K
$217M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17K- 44.96% |
$8.44M - $10.5M
|
20.8K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-17K- 48.13% |
$8.46M - $10.5M
|
18.4K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.6K- 0.38% |
$8.75M - $10.9M
|
4.66M
$3.08B
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.7K- 4.18% |
$8.77M - $10.9M
|
405K
$268M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.1K- 79.18% |
$8.99M - $11.2M
|
4.76K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-18.3K- 36.82% |
$9.06M - $11.3M
|
31.3K
$20.7M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.3K- 93.26% |
$9.11M - $11.3M
|
1.33K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-18.4K- 18.8% |
$9.11M - $11.3M
|
79.3K
$52.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-18.5K- 92.43% |
$9.18M - $11.4M
|
1.52K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.9K- 37.66% |
$9.36M - $11.6M
|
31.2K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-18.9K- 34.35% |
$9.37M - $11.7M
|
36.1K
$23.8M
|