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
|
Bell Bank
|
BUY
|
- |
1.46K+ 5.84% |
$725K - $903K
|
26.5K
$16.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.45K+ 908.13% |
$721K - $898K
|
1.61K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.45K+ 2.05% |
$717K - $893K
|
71.9K
$45.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.44K+ 5.78% |
$715K - $890K
|
26.4K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.43K+ 109.63% |
$712K - $886K
|
2.74K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.43K+ 9.76% |
$710K - $884K
|
16.1K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.43K+ 1.76% |
$708K - $881K
|
82.3K
$51.7M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.42K+ 11.49% |
$704K - $876K
|
13.8K
$8.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$682K - $848K
|
1.37K
$862K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.33K+ 10.0% |
$662K - $824K
|
14.7K
$9.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.32K+ 43.36% |
$654K - $814K
|
4.36K
$2.74M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 83.32% |
$652K - $812K
|
2.89K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.31K+ 11.77% |
$648K - $807K
|
12.4K
$7.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.27K+ 5.14% |
$632K - $786K
|
26K
$16.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 12.51% |
$616K - $766K
|
11.1K
$7M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.22K+ 4.88% |
$604K - $752K
|
26.1K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.22K+ 37.4% |
$604K - $752K
|
4.47K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.18K+ 4.69% |
$585K - $728K
|
26.3K
$16.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.17K+ 36.4% |
$581K - $724K
|
4.39K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.15K+ 5.48% |
$573K - $713K
|
22.2K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.14K+ 5.31% |
$567K - $706K
|
22.7K
$14.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.1K+ 5.36% |
$545K - $678K
|
21.6K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.08K+ 11.44% |
$537K - $668K
|
10.5K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 4.44% |
$518K - $645K
|
24.6K
$15.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.02K+ 43.52% |
$508K - $633K
|
3.38K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 4.65% |
$508K - $632K
|
23K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 2.46% |
$502K - $625K
|
42.1K
$26.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.56% |
$499K - $622K
|
65.4K
$41.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
999+ 7.47% |
$496K - $617K
|
14.4K
$9.03M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
981+ 3.49% |
$487K - $606K
|
29.1K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
980+ 8.78% |
$487K - $605K
|
12.1K
$7.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
980+ 27.4% |
$487K - $605K
|
4.56K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
969+ 16.8% |
$481K - $599K
|
6.74K
$4.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
968+ 150.08% |
$481K - $598K
|
1.61K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
897+ 30.52% |
$445K - $554K
|
3.84K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
890+ 39.95% |
$442K - $550K
|
3.12K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
876+ 31.1% |
$435K - $541K
|
3.69K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
868+ 2.6% |
$431K - $536K
|
34.3K
$21.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
852+ 1.83% |
$423K - $526K
|
47.5K
$29.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
824+ 37.15% |
$409K - $509K
|
3.04K
$1.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
822+ 5.37% |
$408K - $508K
|
16.1K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
809+ 9.37% |
$402K - $500K
|
9.44K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
802+ 8.4% |
$398K - $496K
|
10.4K
$6.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
798+ 62.74% |
$396K - $493K
|
2.07K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
789+ 14.93% |
$392K - $487K
|
6.07K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
775+ 21.31% |
$385K - $479K
|
4.41K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
775+ 8.69% |
$385K - $479K
|
9.69K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
764+ 20.57% |
$379K - $472K
|
4.48K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
744New |
$369K - $460K
|
744
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
740+ 192.21% |
$367K - $457K
|
1.13K
$707K
|