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 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 8.82% |
$17.4K - $21.6K
|
362
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-36- 0.81% |
$17.9K - $22.2K
|
4.43K
$2.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-38- 1.84% |
$18.9K - $23.5K
|
2.03K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-39- 1.2% |
$19.4K - $24.1K
|
3.22K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-40- 0.4% |
$19.9K - $24.7K
|
9.89K
$6.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-40- 2.86% |
$19.9K - $24.7K
|
1.36K
$854K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-40- 1.38% |
$19.9K - $24.7K
|
2.85K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.26% |
$19.9K - $24.7K
|
15.1K
$9.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-41- 0.69% |
$20.4K - $25.3K
|
5.88K
$3.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.24% |
$22.3K - $27.8K
|
3.58K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-45- 41.67% |
$22.3K - $27.8K
|
63
$39.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-47- 0.42% |
$23.3K - $29K
|
11.1K
$6.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-47- 5.04% |
$23.3K - $29K
|
886
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-47- 2.8% |
$23.3K - $29K
|
1.63K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-47- 3.83% |
$23.3K - $29K
|
1.18K
$742K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-48- 7.75% |
$23.8K - $29.7K
|
571
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-49- 0.28% |
$24.3K - $30.3K
|
17.5K
$11M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-50- 1.05% |
$24.8K - $30.9K
|
4.71K
$2.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-50- 2.66% |
$24.8K - $30.9K
|
1.83K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.8% |
$25.3K - $31.5K
|
6.31K
$3.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-51- 6.46% |
$25.3K - $31.5K
|
739
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-51- 0.31% |
$25.3K - $31.5K
|
16.6K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-51- 3.18% |
$25.3K - $31.5K
|
1.55K
$975K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-51- 1.63% |
$25.3K - $31.5K
|
3.08K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-52- 1.88% |
$25.8K - $32.1K
|
2.72K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-55- 4.76% |
$27.3K - $34K
|
1.1K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-56- 5.46% |
$27.8K - $34.6K
|
969
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-56- 10.13% |
$27.8K - $34.6K
|
497
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-57- 0.93% |
$28.3K - $35.2K
|
6.06K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-58- 0.88% |
$28.8K - $35.8K
|
6.55K
$4.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-60- 0.2% |
$29.8K - $37.1K
|
30.3K
$19.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-60- 5.87% |
$29.8K - $37.1K
|
962
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-60- 3.3% |
$29.8K - $37.1K
|
1.76K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-61- 1.71% |
$30.3K - $37.7K
|
3.5K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-63- 8.76% |
$31.3K - $38.9K
|
656
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-64- 0.48% |
$31.8K - $39.5K
|
13.4K
$8.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-64- 11.25% |
$31.8K - $39.5K
|
505
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-66- 0.41% |
$32.8K - $40.8K
|
16.1K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-67- 0.68% |
$33.3K - $41.4K
|
9.76K
$6.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-68- 5.59% |
$33.8K - $42K
|
1.15K
$721K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-77- 2.14% |
$38.2K - $47.6K
|
3.52K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-78- 3.79% |
$38.7K - $48.2K
|
1.98K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-79- 5.33% |
$39.2K - $48.8K
|
1.4K
$881K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-80- 5.05% |
$39.7K - $49.4K
|
1.5K
$945K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-80- 1.69% |
$39.7K - $49.4K
|
4.66K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-81- 8.22% |
$40.2K - $50K
|
904
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-82- 14.19% |
$40.7K - $50.7K
|
496
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-83- 5.34% |
$41.2K - $51.3K
|
1.47K
$923K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-85- 0.64% |
$42.2K - $52.5K
|
13.1K
$8.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-85- 0.34% |
$42.2K - $52.5K
|
24.7K
$15.5M
|