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 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.08% |
$993 - $1.24K
|
2.42K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
666
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.57% |
$993 - $1.24K
|
353
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.25% |
$496 - $618
|
407
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.12% |
$496 - $618
|
837
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1+ 0.14% |
$496 - $618
|
699
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.24% |
$496 - $618
|
426
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.2% |
$496 - $618
|
505
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$496 - $618
|
955
$600K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.1% |
$496 - $618
|
1.02K
$642K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$496 - $618
|
4.96K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$496 - $618
|
3.15K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.13% |
$496 - $618
|
782
$491K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1+ 0.23% |
$496 - $618
|
443
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.16% |
$496 - $618
|
644
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$496 - $618
|
1.1K
$688K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.3% |
$496 - $618
|
332
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$496 - $618
|
3.42K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.74K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1- 0.12% |
$496 - $618
|
833
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.8K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
4.88K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1- 0.25% |
$496 - $618
|
404
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
5.38K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1- 0.11% |
$496 - $618
|
885
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1- 0.13% |
$496 - $618
|
782
$491K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$993 - $1.24K
|
1.03K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.16% |
$993 - $1.24K
|
1.28K
$806K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.26% |
$993 - $1.24K
|
766
$481K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.16% |
$1.49K - $1.85K
|
1.88K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
2.02K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 1.28% |
$1.49K - $1.85K
|
232
$146K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.29K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4- 0.13% |
$1.99K - $2.47K
|
3.15K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.09% |
$2.48K - $3.09K
|
5.84K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.77% |
$2.48K - $3.09K
|
648
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6- 0.11% |
$2.98K - $3.71K
|
5.68K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.02% |
$2.98K - $3.71K
|
30.6K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-6- 0.92% |
$2.98K - $3.71K
|
645
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6- 0.69% |
$2.98K - $3.71K
|
862
$541K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6- 0.01% |
$2.98K - $3.71K
|
64.8K
$40.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.26% |
$3.48K - $4.32K
|
2.67K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7- 0.77% |
$3.48K - $4.32K
|
905
$568K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-7- 0.08% |
$3.48K - $4.32K
|
8.66K
$5.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 0.17% |
$3.97K - $4.94K
|
4.81K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-8- 1.59% |
$3.97K - $4.94K
|
494
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-8- 0.4% |
$3.97K - $4.94K
|
1.99K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.36% |
$3.97K - $4.94K
|
2.21K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$4.47K - $5.56K
|
8.98K
$5.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.09% |
$4.47K - $5.56K
|
9.84K
$6.18M
|