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 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.8% |
$4.96K - $6.18K
|
1.24K
$777K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 2.14% |
$4.96K - $6.18K
|
457
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-11- 0.08% |
$5.46K - $6.8K
|
13K
$8.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-11- 0.57% |
$5.46K - $6.8K
|
1.93K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 2.14% |
$5.46K - $6.8K
|
502
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-12- 2.9% |
$5.96K - $7.41K
|
402
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-12- 1.23% |
$5.96K - $7.41K
|
964
$605K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-13- 0.28% |
$6.45K - $8.03K
|
4.68K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-14- 1.06% |
$6.95K - $8.65K
|
1.31K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.98% |
$7.94K - $9.89K
|
1.61K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-16- 1.91% |
$7.94K - $9.89K
|
820
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-17- 3.63% |
$8.44K - $10.5K
|
451
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-18- 0.44% |
$8.94K - $11.1K
|
4.07K
$2.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-18- 0.28% |
$8.94K - $11.1K
|
6.49K
$4.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 2.16% |
$9.93K - $12.4K
|
905
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.28% |
$10.4K - $13K
|
7.45K
$4.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21- 3.08% |
$10.4K - $13K
|
660
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-21- 1.76% |
$10.4K - $13K
|
1.18K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-22- 0.61% |
$10.9K - $13.6K
|
3.58K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-22- 0.04% |
$10.9K - $13.6K
|
52.4K
$32.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-23- 0.27% |
$11.4K - $14.2K
|
8.53K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-23- 0.87% |
$11.4K - $14.2K
|
2.63K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 4.05% |
$11.4K - $14.2K
|
545
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-24- 0.73% |
$11.9K - $14.8K
|
3.28K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-24- 0.67% |
$11.9K - $14.8K
|
3.58K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$11.9K - $14.8K
|
16.6K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24- 0.14% |
$11.9K - $14.8K
|
17K
$10.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-25- 3.2% |
$12.4K - $15.4K
|
757
$475K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-25- 1.21% |
$12.4K - $15.4K
|
2.05K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-26- 9.0% |
$12.9K - $16.1K
|
263
$165K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-26- 2.24% |
$12.9K - $16.1K
|
1.13K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-26- 0.46% |
$12.9K - $16.1K
|
5.59K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-27- 0.23% |
$13.4K - $16.7K
|
11.6K
$7.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-27- 4.75% |
$13.4K - $16.7K
|
542
$340K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.45% |
$13.4K - $16.7K
|
6.01K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-28- 0.67% |
$13.9K - $17.3K
|
4.13K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.96% |
$13.9K - $17.3K
|
2.89K
$1.81M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28- 2.18% |
$13.9K - $17.3K
|
1.26K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.55K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.58K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-29- 0.48% |
$14.4K - $17.9K
|
6.06K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29- 3.14% |
$14.4K - $17.9K
|
895
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-29- 0.8% |
$14.4K - $17.9K
|
3.61K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-30- 0.35% |
$14.9K - $18.5K
|
8.67K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 2.73% |
$15.4K - $19.2K
|
1.11K
$694K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-32- 1.12% |
$15.9K - $19.8K
|
2.84K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-33- 0.27% |
$16.4K - $20.4K
|
12.1K
$7.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-34- 0.71% |
$16.9K - $21K
|
4.75K
$2.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-34- 4.31% |
$16.9K - $21K
|
754
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-35- 1.22% |
$17.4K - $21.6K
|
2.83K
$1.78M
|