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
|
Forte Capital LLC
|
BUY
|
- |
404+ 12.59% |
$201K - $250K
|
3.61K
$2.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
403New |
$200K - $249K
|
403
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
401New |
$199K - $248K
|
401
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
400+ 1.4% |
$199K - $247K
|
29K
$18.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
394New |
$196K - $243K
|
394
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
388New |
$193K - $240K
|
388
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
387+ 6.27% |
$192K - $239K
|
6.56K
$4.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
378+ 14.33% |
$188K - $234K
|
3.02K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
378+ 6.11% |
$188K - $234K
|
6.56K
$4.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
375+ 0.88% |
$186K - $232K
|
42.9K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
371New |
$184K - $229K
|
371
$233K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
371+ 43.8% |
$184K - $229K
|
1.22K
$765K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
364+ 2.73% |
$181K - $225K
|
13.7K
$8.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
350New |
$174K - $216K
|
350
$220K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
344+ 0.96% |
$171K - $213K
|
36.3K
$22.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
340New |
$169K - $210K
|
340
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
340New |
$169K - $210K
|
340
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
339+ 13.51% |
$168K - $209K
|
2.85K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
338+ 0.27% |
$168K - $209K
|
127K
$80M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
337+ 1.44% |
$167K - $208K
|
23.8K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
336New |
$167K - $208K
|
336
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
334+ 7.02% |
$166K - $206K
|
5.09K
$3.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
334New |
$166K - $206K
|
334
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
332New |
$165K - $205K
|
332
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
330+ 27.8% |
$164K - $204K
|
1.52K
$953K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
330+ 6.08% |
$164K - $204K
|
5.76K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
329New |
$163K - $203K
|
329
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$163K - $203K
|
328
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
325New |
$161K - $201K
|
325
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
325+ 51.75% |
$161K - $201K
|
953
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
324+ 68.79% |
$161K - $200K
|
795
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
316+ 13.6% |
$157K - $195K
|
2.64K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
311+ 20.18% |
$154K - $192K
|
1.85K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
309+ 2.99% |
$153K - $191K
|
10.7K
$6.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
305+ 0.73% |
$151K - $188K
|
42.2K
$26.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 2.98% |
$150K - $187K
|
10.4K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
302+ 14.24% |
$150K - $187K
|
2.42K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
301+ 0.78% |
$149K - $186K
|
38.7K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
295+ 10.96% |
$146K - $182K
|
2.99K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
293+ 17.64% |
$145K - $181K
|
1.95K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
282+ 6.79% |
$140K - $174K
|
4.43K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
281+ 41.45% |
$140K - $174K
|
959
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
278+ 26.45% |
$138K - $172K
|
1.33K
$835K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
275+ 7.79% |
$137K - $170K
|
3.8K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
268+ 0.41% |
$133K - $166K
|
65.6K
$41.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
263+ 51.17% |
$131K - $162K
|
777
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
262+ 5.67% |
$130K - $162K
|
4.89K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
258+ 36.39% |
$128K - $159K
|
967
$607K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
256+ 5.8% |
$127K - $158K
|
4.67K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
250+ 4.55% |
$124K - $154K
|
5.74K
$3.61M
|