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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 5.52% |
$2.39M - $2.97M
|
92K
$60.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.81K+ 3.69% |
$2.39M - $2.97M
|
135K
$89.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
4.77KNew |
$2.37M - $2.95M
|
4.77K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.76K+ 292.2% |
$2.36M - $2.94M
|
6.39K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
4.73K+ 40.22% |
$2.35M - $2.92M
|
16.5K
$10.9M
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
4.72KNew |
$2.34M - $2.92M
|
4.72K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.67K+ 36.78% |
$2.32M - $2.88M
|
17.4K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.65K+ 100.85% |
$2.31M - $2.87M
|
9.26K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4.62K+ 5.26% |
$2.29M - $2.85M
|
92.5K
$61.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.56K+ 369.17% |
$2.27M - $2.82M
|
5.8K
$3.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.55K+ 7.26% |
$2.26M - $2.81M
|
67.2K
$44.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.53K+ 34.58% |
$2.25M - $2.8M
|
17.6K
$11.6M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.47K+ 2.13% |
$2.22M - $2.76M
|
214K
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.46K+ 19.94% |
$2.22M - $2.76M
|
26.9K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4.46K+ 24.35% |
$2.21M - $2.76M
|
22.8K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.4K+ 113.56% |
$2.18M - $2.72M
|
8.27K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
4.31K+ 148.88% |
$2.14M - $2.66M
|
7.2K
$4.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.29K+ 164.14% |
$2.13M - $2.65M
|
6.91K
$4.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.29K+ 29.33% |
$2.13M - $2.65M
|
18.9K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.27K+ 9.56% |
$2.12M - $2.64M
|
48.9K
$32.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.25KNew |
$2.11M - $2.62M
|
4.25K
$2.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.22K+ 7.2% |
$2.1M - $2.61M
|
62.8K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.19K+ 89.1% |
$2.08M - $2.59M
|
8.9K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.19K+ 18.16% |
$2.08M - $2.59M
|
27.2K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
4.18K+ 154.42% |
$2.07M - $2.58M
|
6.88K
$4.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.15K+ 70.58% |
$2.06M - $2.56M
|
10K
$6.62M
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
BUY
|
- |
4.14K+ 15.44% |
$2.05M - $2.56M
|
30.9K
$20.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.13K+ 0.31% |
$2.05M - $2.55M
|
1.33M
$878M
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.12KNew |
$2.04M - $2.54M
|
4.12K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
4.1K+ 1.26% |
$2.04M - $2.54M
|
330K
$218M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.1K+ 9.97% |
$2.03M - $2.53M
|
45.2K
$29.9M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.09K+ 131.64% |
$2.03M - $2.53M
|
7.2K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.98K+ 7.23% |
$1.97M - $2.46M
|
59K
$39M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
3.9KNew |
$1.94M - $2.41M
|
3.9K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.85K+ 8.18% |
$1.91M - $2.38M
|
50.9K
$33.6M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
3.82KNew |
$1.9M - $2.36M
|
3.82K
$2.53M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
3.82KNew |
$1.9M - $2.36M
|
3.82K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.8K+ 14.8% |
$1.88M - $2.35M
|
29.4K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.78K+ 40.86% |
$1.88M - $2.34M
|
13K
$8.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.76K+ 44.52% |
$1.87M - $2.32M
|
12.2K
$8.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.74K+ 5338.57% |
$1.86M - $2.31M
|
3.81K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.73K+ 13.87% |
$1.85M - $2.3M
|
30.6K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.72K+ 138.28% |
$1.85M - $2.3M
|
6.41K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.69K+ 20.18% |
$1.83M - $2.28M
|
22K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.69K+ 5.17% |
$1.83M - $2.28M
|
75.1K
$49.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.69K+ 1.09% |
$1.83M - $2.28M
|
341K
$225M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.62K+ 1.2% |
$1.8M - $2.24M
|
304K
$201M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.62K+ 53.76% |
$1.8M - $2.24M
|
10.4K
$6.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
3.61K+ 1.78% |
$1.79M - $2.23M
|
207K
$137M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.6K+ 258.02% |
$1.79M - $2.23M
|
5K
$3.3M
|