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
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
127+ 5.89% |
$63.1K - $78.5K
|
2.28K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
127+ 13.63% |
$63.1K - $78.5K
|
1.06K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
127+ 10.01% |
$63.1K - $78.5K
|
1.4K
$877K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
126+ 0.39% |
$62.6K - $77.8K
|
32.6K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
125+ 10.02% |
$62.1K - $77.2K
|
1.37K
$862K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
125+ 3.54% |
$62.1K - $77.2K
|
3.65K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
123+ 2.9% |
$61.1K - $76K
|
4.37K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
122+ 1.3% |
$60.6K - $75.4K
|
9.52K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
122+ 3.77% |
$60.6K - $75.4K
|
3.36K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
121+ 6.64% |
$60.1K - $74.8K
|
1.94K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 16.81% |
$58.6K - $72.9K
|
820
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
116+ 5.08% |
$57.6K - $71.7K
|
2.4K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
116+ 504.35% |
$57.6K - $71.7K
|
139
$87.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
115+ 14.92% |
$57.1K - $71.1K
|
886
$556K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
110+ 21.03% |
$54.6K - $68K
|
633
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
110+ 2.55% |
$54.6K - $68K
|
4.42K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
108+ 26.34% |
$53.6K - $66.7K
|
518
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
107+ 19.53% |
$53.1K - $66.1K
|
655
$411K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
107+ 2.41% |
$53.1K - $66.1K
|
4.55K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
107+ 0.56% |
$53.1K - $66.1K
|
19.4K
$12.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
106+ 15.06% |
$52.6K - $65.5K
|
810
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
106+ 3.34% |
$52.6K - $65.5K
|
3.28K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
105+ 10.04% |
$52.1K - $64.9K
|
1.15K
$723K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
104+ 11.08% |
$51.6K - $64.3K
|
1.04K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
104+ 6.48% |
$51.6K - $64.3K
|
1.71K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
104+ 3.67% |
$51.6K - $64.3K
|
2.94K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
103+ 3.12% |
$51.1K - $63.6K
|
3.41K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
101+ 9.47% |
$50.1K - $62.4K
|
1.17K
$733K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
97+ 3.48% |
$48.2K - $59.9K
|
2.89K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
96+ 0.67% |
$47.7K - $59.3K
|
14.5K
$9.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
95+ 13.87% |
$47.2K - $58.7K
|
780
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
92+ 1.79% |
$45.7K - $56.8K
|
5.23K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90+ 2.66% |
$44.7K - $55.6K
|
3.47K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
89+ 1.99% |
$44.2K - $55K
|
4.57K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.29% |
$44.2K - $55K
|
3.97K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
88+ 1.53% |
$43.7K - $54.4K
|
5.85K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
86+ 0.89% |
$42.7K - $53.1K
|
9.78K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
85+ 1.34% |
$42.2K - $52.5K
|
6.41K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
85+ 9.63% |
$42.2K - $52.5K
|
968
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
83+ 3.5% |
$41.2K - $51.3K
|
2.45K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
83+ 3.06% |
$41.2K - $51.3K
|
2.8K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
83+ 4.22% |
$41.2K - $51.3K
|
2.05K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
81+ 2.94% |
$40.2K - $50K
|
2.83K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.03% |
$40.2K - $50K
|
7.91K
$4.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
79+ 0.73% |
$39.2K - $48.8K
|
10.9K
$6.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
76+ 14.02% |
$37.7K - $47K
|
618
$388K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
76+ 1.07% |
$37.7K - $47K
|
7.17K
$4.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.09% |
$35.3K - $43.9K
|
75.3K
$47.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
71+ 0.15% |
$35.3K - $43.9K
|
46.1K
$29M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71+ 3.09% |
$35.3K - $43.9K
|
2.37K
$1.49M
|