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 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-165- 10.54% |
$81.9K - $102K
|
1.4K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-168- 20.74% |
$83.4K - $104K
|
642
$403K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-169- 1.92% |
$83.9K - $104K
|
8.63K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-171- 0.69% |
$84.9K - $106K
|
24.6K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-174- 0.64% |
$86.4K - $108K
|
27.2K
$17.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-174- 19.62% |
$86.4K - $108K
|
713
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-176- 13.52% |
$87.4K - $109K
|
1.13K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177- 7.98% |
$87.9K - $109K
|
2.04K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-180- 3.29% |
$89.4K - $111K
|
5.3K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-180- 0.34% |
$89.4K - $111K
|
52.6K
$33.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-182- 0.62% |
$90.4K - $112K
|
29.2K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-184- 13.18% |
$91.4K - $114K
|
1.21K
$761K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-184- 1.99% |
$91.4K - $114K
|
9.04K
$5.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-187- 0.42% |
$92.8K - $116K
|
44.5K
$27.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-188- 1.18% |
$93.3K - $116K
|
15.7K
$9.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-190- 23.93% |
$94.3K - $117K
|
604
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 1.37% |
$97.8K - $122K
|
14.1K
$8.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-201- 3.81% |
$99.8K - $124K
|
5.07K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-215- 5.26% |
$107K - $133K
|
3.87K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 8.43% |
$109K - $136K
|
2.39K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-220- 1.17% |
$109K - $136K
|
18.6K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-222- 1.75% |
$110K - $137K
|
12.5K
$7.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-223- 20.04% |
$111K - $138K
|
890
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-237- 6.27% |
$118K - $146K
|
3.54K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-240- 1.13% |
$119K - $148K
|
21K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-245- 0.4% |
$122K - $151K
|
60.8K
$38.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-250- 0.89% |
$124K - $154K
|
27.9K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-250- 0.47% |
$124K - $154K
|
52.8K
$33.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-251- 1.1% |
$125K - $155K
|
22.5K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-253- 1.43% |
$126K - $156K
|
17.4K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-255- 0.22% |
$127K - $158K
|
117K
$73.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-257- 21.35% |
$128K - $159K
|
947
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-264- 33.38% |
$131K - $163K
|
527
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-270- 19.27% |
$134K - $167K
|
1.13K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.71% |
$134K - $167K
|
9.71K
$6.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-273- 19.9% |
$136K - $169K
|
1.1K
$690K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-274- 36.44% |
$136K - $169K
|
478
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-274- 5.58% |
$136K - $169K
|
4.63K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-281- 2.41% |
$140K - $174K
|
11.4K
$7.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-285- 1.08% |
$141K - $176K
|
26K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-289- 28.39% |
$143K - $179K
|
729
$458K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-294- 1.44% |
$146K - $182K
|
20.1K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-304- 0.3% |
$151K - $188K
|
102K
$63.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 2.72% |
$152K - $190K
|
11K
$6.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-312- 3.57% |
$155K - $193K
|
8.42K
$5.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-319- 2.48% |
$158K - $197K
|
12.5K
$7.87M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-333- 2.56% |
$165K - $206K
|
12.7K
$7.97M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-337- 5.73% |
$167K - $208K
|
5.55K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-346- 1.46% |
$172K - $214K
|
23.4K
$14.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-346- 1.57% |
$172K - $214K
|
21.7K
$13.6M
|