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 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-88- 3.01% |
$43.7K - $54.4K
|
2.83K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-88- 1.13% |
$43.7K - $54.4K
|
7.67K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-90- 12.68% |
$44.7K - $55.6K
|
620
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-90- 0.58% |
$44.7K - $55.6K
|
15.3K
$9.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-91- 17.37% |
$45.2K - $56.2K
|
433
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-92- 2.61% |
$45.7K - $56.8K
|
3.44K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-92- 1.63% |
$45.7K - $56.8K
|
5.54K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-93- 1.67% |
$46.2K - $57.5K
|
5.49K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-93- 2.61% |
$46.2K - $57.5K
|
3.47K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-95- 5.07% |
$47.2K - $58.7K
|
1.78K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-96- 10.02% |
$47.7K - $59.3K
|
862
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-97- 3.43% |
$48.2K - $59.9K
|
2.73K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-98- 3.5% |
$48.7K - $60.5K
|
2.7K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 3.0% |
$49.6K - $61.8K
|
3.23K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 0.46% |
$49.6K - $61.8K
|
21.9K
$13.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-100- 3.12% |
$49.6K - $61.8K
|
3.11K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-103- 0.64% |
$51.1K - $63.6K
|
16K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 1.69% |
$54.6K - $68K
|
6.4K
$4.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-111- 1.59% |
$55.1K - $68.6K
|
6.89K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-114- 1.74% |
$56.6K - $70.4K
|
6.44K
$4.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-114- 1.17% |
$56.6K - $70.4K
|
9.59K
$6.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-115- 12.38% |
$57.1K - $71.1K
|
814
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-116- 2.23% |
$57.6K - $71.7K
|
5.08K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-118- 6.52% |
$58.6K - $72.9K
|
1.69K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-122- 3.09% |
$60.6K - $75.4K
|
3.83K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-122- 1.22% |
$60.6K - $75.4K
|
9.86K
$6.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-123- 2.76% |
$61.1K - $76K
|
4.33K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-123- 0.27% |
$61.1K - $76K
|
45.7K
$28.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-123- 0.8% |
$61.1K - $76K
|
15.3K
$9.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-124- 12.63% |
$61.6K - $76.6K
|
858
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-124- 16.17% |
$61.6K - $76.6K
|
643
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-126- 5.53% |
$62.6K - $77.8K
|
2.15K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-126- 15.67% |
$62.6K - $77.8K
|
678
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-127- 0.19% |
$63.1K - $78.5K
|
65K
$40.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 8.96% |
$64K - $79.7K
|
1.31K
$823K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-131- 5.62% |
$65K - $80.9K
|
2.2K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-133- 27.03% |
$66K - $82.2K
|
359
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-135- 5.77% |
$67K - $83.4K
|
2.2K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-139- 2.98% |
$69K - $85.9K
|
4.53K
$2.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-147- 3.91% |
$73K - $90.8K
|
3.61K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-148- 3.55% |
$73.5K - $91.4K
|
4.03K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-148- 1.4% |
$73.5K - $91.4K
|
10.4K
$6.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-156- 18.42% |
$77.5K - $96.4K
|
691
$434K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-156- 2.4% |
$77.5K - $96.4K
|
6.34K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-157- 7.2% |
$77.9K - $97K
|
2.03K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 0.43% |
$77.9K - $97K
|
36.4K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-160- 0.59% |
$79.4K - $98.9K
|
26.8K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-162- 1.85% |
$80.4K - $100K
|
8.62K
$5.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-164- 5.18% |
$81.4K - $101K
|
3.01K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-164- 0.73% |
$81.4K - $101K
|
22.3K
$14M
|