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 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.51K- 2.67% |
$1.74M - $2.17M
|
128K
$80.2M
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.63K- 43.9% |
$1.8M - $2.24M
|
4.64K
$2.91M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.84K- 13.6% |
$1.91M - $2.37M
|
24.4K
$15.3M
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.88K- 13.03% |
$1.93M - $2.4M
|
25.9K
$16.3M
|
|
Jul 10, 2025
Q2 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-3.96K- 0.58% |
$1.97M - $2.45M
|
683K
$429M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.08K- 7.36% |
$2.02M - $2.52M
|
51.4K
$32.3M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 1.18% |
$2.04M - $2.54M
|
345K
$216M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.2K- 8.17% |
$2.09M - $2.59M
|
47.2K
$29.7M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 5.34% |
$2.24M - $2.79M
|
80.2K
$50.3M
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.66K- 1.21% |
$2.31M - $2.88M
|
382K
$240M
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.83K- 4.99% |
$2.4M - $2.98M
|
92K
$57.8M
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-4.84K- 6.17% |
$2.4M - $2.99M
|
73.6K
$46.2M
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.85K- 22.17% |
$2.41M - $3M
|
17K
$10.7M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 16.11% |
$2.49M - $3.1M
|
26.2K
$16.4M
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.16K- 17.64% |
$2.56M - $3.19M
|
24.1K
$15.1M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5.7K- 3.66% |
$2.83M - $3.52M
|
150K
$94.2M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.59K- 14.92% |
$3.27M - $4.07M
|
37.6K
$23.6M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.5K- 10.23% |
$3.72M - $4.63M
|
65.8K
$41.3M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-8.1K- 88.36% |
$4.02M - $5M
|
1.07K
$670K
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-9.39K- 96.58% |
$4.66M - $5.8M
|
333
$209K
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-9.48K- 18.45% |
$4.7M - $5.85M
|
41.9K
$26.3M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.87K- 9.76% |
$4.9M - $6.1M
|
91.3K
$57.4M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7K- 98.69% |
$5.33M - $6.63M
|
142
$89.2K
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 75.67% |
$5.62M - $7M
|
3.64K
$2.29M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-12.4K- 50.31% |
$6.13M - $7.63M
|
12.2K
$7.67M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.1K- 30.59% |
$6.49M - $8.07M
|
29.7K
$18.6M
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-13.1K- 17.14% |
$6.5M - $8.09M
|
63.3K
$39.8M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.2K- 17.79% |
$6.55M - $8.16M
|
61K
$38.3M
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-15.1K- 22.72% |
$7.48M - $9.31M
|
51.2K
$32.2M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-15.5K- 3.08% |
$7.7M - $9.58M
|
488K
$306M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15.7K- 28.57% |
$7.8M - $9.7M
|
39.3K
$24.7M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.1K- 79.18% |
$8.99M - $11.2M
|
4.76K
$2.99M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.9K- 37.66% |
$9.36M - $11.6M
|
31.2K
$19.6M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19K- 0.59% |
$9.43M - $11.7M
|
3.22M
$2.02B
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-19.2K- 50.01% |
$9.55M - $11.9M
|
19.2K
$12.1M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-21.2K- 43.97% |
$10.5M - $13.1M
|
27K
$17M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-21.5K- 67.52% |
$10.7M - $13.3M
|
10.4K
$6.51M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22.5K- 86.29% |
$11.2M - $13.9M
|
3.57K
$2.24M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.8K- 62.09% |
$11.8M - $14.7M
|
14.5K
$9.12M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.1K- 5.64% |
$12M - $14.9M
|
404K
$254M
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-25.3K- 2.15% |
$12.6M - $15.6M
|
1.15M
$725M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-25.6K- 47.18% |
$12.7M - $15.8M
|
28.6K
$18M
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-35.3K- 51.18% |
$17.5M - $21.8M
|
33.6K
$21.1M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-41.9K- 15.81% |
$20.8M - $25.9M
|
223K
$140M
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-44.8K- 25.73% |
$22.3M - $27.7M
|
129K
$81.2M
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-68.4K- 33.17% |
$34M - $42.3M
|
138K
$86.5M
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-108K- 70.16% |
$53.4M - $66.5M
|
45.8K
$28.7M
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-113K- 51.07% |
$56.3M - $70M
|
109K
$68.2M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-183K- 99.14% |
$91M - $113M
|
1.6K
$1M
|