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 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-347- 13.35% |
$172K - $214K
|
2.25K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-348- 32.16% |
$173K - $215K
|
734
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-360- 5.32% |
$179K - $222K
|
6.41K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-363- 14.96% |
$180K - $224K
|
2.06K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-367- 28.08% |
$182K - $227K
|
940
$590K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-380- 5.48% |
$189K - $235K
|
6.55K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-381- 3.91% |
$189K - $235K
|
9.36K
$5.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-389- 24.84% |
$193K - $240K
|
1.18K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-397- 36.06% |
$197K - $245K
|
704
$442K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 1.4% |
$197K - $245K
|
27.9K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-405- 13.24% |
$201K - $250K
|
2.65K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-430- 17.16% |
$213K - $266K
|
2.08K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-445- 12.51% |
$221K - $275K
|
3.11K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-455- 5.2% |
$226K - $281K
|
8.3K
$5.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-463- 0.98% |
$230K - $286K
|
46.8K
$29.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-467- 40.57% |
$232K - $289K
|
684
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-471- 2.45% |
$234K - $291K
|
18.8K
$11.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-472- 9.88% |
$234K - $292K
|
4.3K
$2.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-478- 5.18% |
$237K - $295K
|
8.75K
$5.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-498- 34.46% |
$247K - $308K
|
947
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-503- 0.69% |
$250K - $311K
|
71.9K
$45.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-517- 1.15% |
$257K - $319K
|
44.4K
$27.9M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-528- 23.37% |
$262K - $326K
|
1.73K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-534- 59.07% |
$265K - $330K
|
370
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-538- 8.16% |
$267K - $332K
|
6.06K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-539- 0.99% |
$268K - $333K
|
53.9K
$33.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-548- 0.36% |
$272K - $339K
|
151K
$94.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 13.55% |
$273K - $339K
|
3.5K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-560- 7.71% |
$278K - $346K
|
6.7K
$4.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-563- 40.56% |
$280K - $348K
|
825
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-576- 6.69% |
$286K - $356K
|
8.04K
$5.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-581- 8.33% |
$288K - $359K
|
6.39K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-587- 2.89% |
$291K - $363K
|
19.8K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-588- 1.03% |
$292K - $363K
|
56.3K
$35.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-593- 2.81% |
$294K - $366K
|
20.5K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-601- 27.56% |
$298K - $371K
|
1.58K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-605- 3.07% |
$300K - $374K
|
19.1K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-622- 1.93% |
$309K - $384K
|
31.6K
$19.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-626- 39.82% |
$311K - $387K
|
946
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-633- 10.43% |
$314K - $391K
|
5.44K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-652- 60.76% |
$324K - $403K
|
421
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-654- 13.48% |
$325K - $404K
|
4.2K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-660- 5.51% |
$328K - $408K
|
11.3K
$7.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-664- 14.29% |
$330K - $410K
|
3.98K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-668- 19.61% |
$332K - $413K
|
2.74K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-680- 10.52% |
$338K - $420K
|
5.79K
$3.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-710- 15.95% |
$353K - $439K
|
3.74K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-712- 0.98% |
$353K - $440K
|
71.6K
$45M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-725- 6.76% |
$360K - $448K
|
10K
$6.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-730- 1.99% |
$362K - $451K
|
35.9K
$22.6M
|