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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.2M+ 654320.25% |
$6.53B - $8.13B
|
13.2M
$8.21B
|
|
|
Jul 08, 2025
Q2 2025
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
BUY
|
- |
226KNew |
$112M - $140M
|
226K
$141M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
71.2K+ 2711.84% |
$35.4M - $44M
|
73.8K
$46.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
38.9K+ 801.24% |
$19.3M - $24M
|
43.8K
$27.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
37.3K+ 287.76% |
$18.5M - $23.1M
|
50.3K
$31.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.1K+ 603.48% |
$12.5M - $15.5M
|
29.3K
$18.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
21KNew |
$10.4M - $13M
|
21K
$13.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 12.6% |
$9.72M - $12.1M
|
175K
$109M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
18.9K+ 582.45% |
$9.38M - $11.7M
|
22.1K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
17.2K+ 187.58% |
$8.56M - $10.7M
|
26.4K
$16.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
11K+ 20.13% |
$5.46M - $6.8M
|
65.7K
$41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 1.65% |
$5.41M - $6.73M
|
670K
$418M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
9.85K+ 166.36% |
$4.89M - $6.08M
|
15.8K
$9.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.1K+ 203.26% |
$4.52M - $5.62M
|
13.6K
$8.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.72K+ 6.24% |
$4.33M - $5.39M
|
149K
$92.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8.64K+ 34.35% |
$4.29M - $5.34M
|
33.8K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.39K+ 2.14% |
$4.17M - $5.18M
|
401K
$250M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7.71K+ 2.73% |
$3.83M - $4.76M
|
290K
$181M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
6.69K+ 15.29% |
$3.32M - $4.13M
|
50.4K
$31.5M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
6.43K+ 1295.36% |
$3.19M - $3.97M
|
6.92K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.98K+ 15.19% |
$2.97M - $3.69M
|
45.4K
$28.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 40.66% |
$2.85M - $3.55M
|
19.9K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.62K+ 993.81% |
$2.79M - $3.47M
|
6.18K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.52K+ 7.32% |
$2.74M - $3.41M
|
80.9K
$50.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.21K+ 585.19% |
$2.59M - $3.22M
|
6.11K
$3.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.29K+ 164.14% |
$2.13M - $2.65M
|
6.91K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.27K+ 9.56% |
$2.12M - $2.64M
|
48.9K
$30.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.24K+ 63.66% |
$1.61M - $2M
|
8.32K
$5.19M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.14KNew |
$1.56M - $1.94M
|
3.14K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.91K+ 5.19% |
$1.44M - $1.8M
|
58.9K
$36.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.89K+ 3.77% |
$1.43M - $1.78M
|
79.4K
$49.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.8K+ 11.73% |
$1.39M - $1.73M
|
26.7K
$16.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.6K+ 16.21% |
$1.29M - $1.6M
|
18.6K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.12K+ 7.62% |
$1.05M - $1.31M
|
29.9K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.04KNew |
$1.01M - $1.26M
|
2.04K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 93.59% |
$1M - $1.24M
|
4.17K
$2.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.95K+ 9.45% |
$966K - $1.2M
|
22.5K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 22.23% |
$905K - $1.13M
|
10K
$6.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.73K+ 15.74% |
$859K - $1.07M
|
12.7K
$7.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.67K+ 15.42% |
$831K - $1.03M
|
12.5K
$7.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 23.36% |
$800K - $995K
|
8.51K
$5.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.58K+ 14.53% |
$786K - $978K
|
12.5K
$7.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 1.63% |
$780K - $971K
|
98.2K
$61.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.53K+ 143.31% |
$761K - $947K
|
2.6K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.49K+ 12.5% |
$741K - $922K
|
13.4K
$8.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.46K+ 5.84% |
$725K - $903K
|
26.5K
$16.5M
|
|
|
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 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.43K+ 109.63% |
$712K - $886K
|
2.74K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.43K+ 9.76% |
$710K - $884K
|
16.1K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.43K+ 1.76% |
$708K - $881K
|
82.3K
$51.4M
|