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 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
25+ 4.96% |
$12.4K - $15.4K
|
529
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
25+ 0.4% |
$12.4K - $15.4K
|
6.23K
$3.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
25+ 3.51% |
$12.4K - $15.4K
|
737
$463K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.45% |
$11.9K - $14.8K
|
1K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 1.18% |
$11.4K - $14.2K
|
1.96K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
23+ 1.09% |
$11.4K - $14.2K
|
2.13K
$1.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
22+ 1.52% |
$10.9K - $13.6K
|
1.47K
$920K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.39% |
$10.9K - $13.6K
|
1.61K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
21+ 1.37% |
$10.4K - $13K
|
1.56K
$978K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
21+ 0.42% |
$10.4K - $13K
|
5.02K
$3.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$9.93K - $12.4K
|
2.68K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$9.93K - $12.4K
|
3.38K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
19+ 3.14% |
$9.43K - $11.7K
|
625
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19+ 1.2% |
$9.43K - $11.7K
|
1.6K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.53% |
$9.43K - $11.7K
|
558
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.22% |
$9.43K - $11.7K
|
609
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.01% |
$8.94K - $11.1K
|
143K
$90M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 4.06% |
$8.94K - $11.1K
|
461
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.2% |
$8.44K - $10.5K
|
8.72K
$5.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17+ 0.08% |
$8.44K - $10.5K
|
21.5K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.18% |
$8.44K - $10.5K
|
9.22K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.22% |
$7.94K - $9.89K
|
7.27K
$4.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15+ 0.4% |
$7.45K - $9.27K
|
3.8K
$2.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
12+ 2.58% |
$5.96K - $7.41K
|
478
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.3% |
$4.96K - $6.18K
|
3.35K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
8+ 0.06% |
$3.97K - $4.94K
|
12.5K
$7.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8+ 0.93% |
$3.97K - $4.94K
|
870
$546K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.72% |
$3.48K - $4.32K
|
984
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.48K - $4.32K
|
2.38K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.28% |
$3.48K - $4.32K
|
2.49K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.22% |
$2.98K - $3.71K
|
2.79K
$1.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6+ 0.14% |
$2.98K - $3.71K
|
4.31K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
6+ 1.1% |
$2.98K - $3.71K
|
553
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
6+ 0.43% |
$2.98K - $3.71K
|
1.4K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$2.98K - $3.71K
|
1.84K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5+ 0.08% |
$2.48K - $3.09K
|
6.6K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 1.03% |
$2.48K - $3.09K
|
492
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5+ 0.49% |
$2.48K - $3.09K
|
1.03K
$647K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
4+ 0.3% |
$1.99K - $2.47K
|
1.35K
$847K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4+ 0.76% |
$1.99K - $2.47K
|
531
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4+ 0.21% |
$1.99K - $2.47K
|
1.9K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.35K
$5.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.21K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.65% |
$1.49K - $1.85K
|
463
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.13K
$5.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.04% |
$1.49K - $1.85K
|
7.91K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.49K - $1.85K
|
1.07K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$993 - $1.24K
|
3.52K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
668
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.04% |
$993 - $1.24K
|
5.31K
$3.34M
|