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 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.21K+ 585.19% |
$2.59M - $3.22M
|
6.11K
$3.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.18K+ 6.86% |
$2.57M - $3.2M
|
80.7K
$50.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.04K+ 44.19% |
$2.5M - $3.11M
|
16.4K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.67K+ 36.78% |
$2.32M - $2.88M
|
17.4K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4.62K+ 5.26% |
$2.29M - $2.85M
|
92.5K
$58.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.56K+ 369.17% |
$2.27M - $2.82M
|
5.8K
$3.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.29K+ 164.14% |
$2.13M - $2.65M
|
6.91K
$4.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.27K+ 9.56% |
$2.12M - $2.64M
|
48.9K
$30.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.78K+ 40.86% |
$1.88M - $2.34M
|
13K
$8.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.69K+ 5.17% |
$1.83M - $2.28M
|
75.1K
$47.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.6K+ 258.02% |
$1.79M - $2.23M
|
5K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.53K+ 5.52% |
$1.75M - $2.18M
|
67.4K
$42.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.47K+ 39.3% |
$1.72M - $2.14M
|
12.3K
$7.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.24K+ 63.66% |
$1.61M - $2M
|
8.32K
$5.23M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.14KNew |
$1.56M - $1.94M
|
3.14K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.12K+ 18.34% |
$1.55M - $1.92M
|
20.1K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.11K+ 1.38% |
$1.54M - $1.92M
|
228K
$143M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.07K+ 19.03% |
$1.52M - $1.89M
|
19.2K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3K+ 15.54% |
$1.49M - $1.86M
|
22.3K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.99K+ 127.83% |
$1.48M - $1.84M
|
5.32K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.98K+ 13.46% |
$1.48M - $1.84M
|
25.1K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.96K+ 6.51% |
$1.47M - $1.83M
|
48.4K
$30.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.91K+ 5.19% |
$1.44M - $1.8M
|
58.9K
$37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.89K+ 3.77% |
$1.43M - $1.78M
|
79.4K
$49.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 9.0% |
$1.42M - $1.77M
|
34.7K
$21.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.8K+ 11.73% |
$1.39M - $1.73M
|
26.7K
$16.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.76K+ 2.58% |
$1.37M - $1.71M
|
110K
$69M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.68K+ 8.65% |
$1.33M - $1.65M
|
33.6K
$21.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.6K+ 16.21% |
$1.29M - $1.6M
|
18.6K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 119.68% |
$1.16M - $1.44M
|
4.28K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
2.17K+ 8.83% |
$1.07M - $1.34M
|
26.7K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.14K+ 45.06% |
$1.06M - $1.32M
|
6.9K
$4.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.12K+ 7.62% |
$1.05M - $1.31M
|
29.9K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.07K+ 23.06% |
$1.03M - $1.28M
|
11.1K
$6.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.05K+ 34.59% |
$1.02M - $1.27M
|
7.99K
$5.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.04KNew |
$1.01M - $1.26M
|
2.04K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 93.59% |
$1M - $1.24M
|
4.17K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.01K+ 250.68% |
$999K - $1.24M
|
2.82K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2K+ 7.28% |
$994K - $1.24M
|
29.5K
$18.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.95K+ 9.45% |
$966K - $1.2M
|
22.5K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 22.23% |
$905K - $1.13M
|
10K
$6.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.78K+ 8.72% |
$883K - $1.1M
|
22.2K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.73K+ 15.74% |
$859K - $1.07M
|
12.7K
$7.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.67K+ 15.42% |
$831K - $1.03M
|
12.5K
$7.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.65K+ 78.98% |
$817K - $1.02M
|
3.73K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 23.36% |
$800K - $995K
|
8.51K
$5.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.58K+ 14.53% |
$786K - $978K
|
12.5K
$7.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 1.63% |
$780K - $971K
|
98.2K
$61.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.53K+ 143.31% |
$761K - $947K
|
2.6K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.49K+ 12.5% |
$741K - $922K
|
13.4K
$8.44M
|