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
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-768- 4.77% |
$381K - $475K
|
15.3K
$9.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-788- 14.44% |
$391K - $487K
|
4.67K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-820- 9.87% |
$407K - $507K
|
7.49K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-840- 10.42% |
$417K - $519K
|
7.22K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-840- 17.85% |
$417K - $519K
|
3.87K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-858- 12.43% |
$426K - $530K
|
6.05K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-868- 20.01% |
$431K - $536K
|
3.47K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-870- 11.81% |
$432K - $538K
|
6.5K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-923- 11.4% |
$458K - $570K
|
7.17K
$4.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-929- 8.69% |
$461K - $574K
|
9.76K
$6.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-939- 10.63% |
$466K - $580K
|
7.9K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1K- 2.62% |
$498K - $620K
|
37.4K
$23.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 0.45% |
$499K - $622K
|
221K
$138M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.79% |
$499K - $622K
|
55.2K
$34.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 1.47% |
$500K - $622K
|
67.5K
$42.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.05K- 16.95% |
$522K - $650K
|
5.15K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 13.47% |
$534K - $664K
|
6.9K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.12K- 16.13% |
$558K - $694K
|
5.84K
$3.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.14K- 7.66% |
$564K - $702K
|
13.7K
$8.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.24K- 11.9% |
$613K - $763K
|
9.15K
$5.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.24K- 3.1% |
$618K - $769K
|
38.9K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 6.82% |
$625K - $777K
|
17.2K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.38% |
$626K - $779K
|
22.2K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.36K- 26.51% |
$677K - $842K
|
3.78K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.38K- 8.57% |
$687K - $854K
|
14.8K
$9.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.39K- 1.06% |
$691K - $860K
|
129K
$81.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.44K- 1.5% |
$712K - $887K
|
94.4K
$59.3M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.44K- 4.65% |
$714K - $889K
|
29.5K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.46K- 23.07% |
$725K - $903K
|
4.87K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.19% |
$735K - $915K
|
33.9K
$21.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.54K- 72.56% |
$764K - $951K
|
582
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.57K- 4.13% |
$778K - $968K
|
36.4K
$22.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.63K- 7.7% |
$811K - $1.01M
|
19.6K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.67K- 1.56% |
$827K - $1.03M
|
105K
$66M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.24% |
$872K - $1.08M
|
19.5K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.82K- 2.79% |
$906K - $1.13M
|
63.6K
$40M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.91K- 22.56% |
$949K - $1.18M
|
6.56K
$4.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.96K- 1.84% |
$972K - $1.21M
|
104K
$65.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.99K- 37.86% |
$986K - $1.23M
|
3.26K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.99K- 8.5% |
$989K - $1.23M
|
21.5K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2K- 62.12% |
$991K - $1.23M
|
1.22K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.06K- 18.41% |
$1.02M - $1.27M
|
9.13K
$5.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.15K- 15.92% |
$1.07M - $1.33M
|
11.4K
$7.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 20.86% |
$1.2M - $1.49M
|
9.16K
$5.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 1.3% |
$1.24M - $1.54M
|
189K
$119M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.67K- 83.01% |
$1.33M - $1.65M
|
547
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 10.97% |
$1.41M - $1.75M
|
23K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.94K- 9.76% |
$1.46M - $1.81M
|
27.1K
$17.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.02K- 2.04% |
$1.5M - $1.87M
|
145K
$91.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.11K- 9.61% |
$1.55M - $1.92M
|
29.3K
$18.4M
|