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 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
734+ 8.81% |
$364K - $454K
|
9.06K
$5.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
723+ 14.57% |
$359K - $447K
|
5.69K
$3.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
717+ 3.1% |
$356K - $443K
|
23.9K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
703+ 273.54% |
$349K - $434K
|
960
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
700+ 25.15% |
$348K - $432K
|
3.48K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
690+ 2.94% |
$343K - $426K
|
24.2K
$15.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
665+ 31.12% |
$330K - $411K
|
2.8K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
661+ 24.62% |
$328K - $408K
|
3.35K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
659+ 9.57% |
$327K - $407K
|
7.55K
$4.74M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
657+ 0.73% |
$326K - $406K
|
91.1K
$57.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
647+ 2.01% |
$321K - $400K
|
32.9K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
643+ 2.43% |
$319K - $397K
|
27.1K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
642+ 5.95% |
$319K - $397K
|
11.4K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
637+ 1.25% |
$316K - $394K
|
51.5K
$32.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 24.53% |
$314K - $390K
|
3.21K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
609+ 2.55% |
$302K - $376K
|
24.4K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
607+ 63.3% |
$301K - $375K
|
1.57K
$984K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.47M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
597+ 3.8% |
$296K - $369K
|
16.3K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
585+ 1.03% |
$290K - $361K
|
57.5K
$36.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
581+ 17.63% |
$288K - $359K
|
3.88K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
574+ 12.79% |
$285K - $355K
|
5.06K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
565New |
$281K - $349K
|
565
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
556New |
$276K - $344K
|
556
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
546+ 6.26% |
$271K - $337K
|
9.27K
$5.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
508+ 20.09% |
$252K - $314K
|
3.04K
$1.91M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 2.02% |
$248K - $309K
|
25.3K
$15.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
500+ 3.47% |
$248K - $309K
|
14.9K
$9.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
494New |
$245K - $305K
|
494
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
482+ 6.9% |
$239K - $298K
|
7.47K
$4.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
477+ 35.54% |
$237K - $295K
|
1.82K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
475+ 6.93% |
$236K - $293K
|
7.33K
$4.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
471+ 92.35% |
$234K - $291K
|
981
$616K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
450New |
$223K - $278K
|
450
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449+ 2.6% |
$223K - $277K
|
17.7K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
447+ 33.79% |
$222K - $276K
|
1.77K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
447+ 9.22% |
$222K - $276K
|
5.3K
$3.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
442+ 1.3% |
$219K - $273K
|
34.4K
$21.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
435New |
$216K - $269K
|
435
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
432New |
$214K - $267K
|
432
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
431+ 3.8% |
$214K - $266K
|
11.8K
$7.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
428+ 5.4% |
$212K - $264K
|
8.35K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
427+ 3.62% |
$212K - $264K
|
12.2K
$7.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
420+ 6.94% |
$209K - $259K
|
6.47K
$4.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
417New |
$207K - $258K
|
417
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
415New |
$206K - $256K
|
415
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
415+ 14.89% |
$206K - $256K
|
3.2K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
408+ 13.34% |
$203K - $252K
|
3.47K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
405+ 5.63% |
$201K - $250K
|
7.6K
$4.77M
|