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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.24K+ 253.57% |
$1.11M - $1.38M
|
3.12K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.24K+ 130.36% |
$1.11M - $1.38M
|
3.95K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.19K+ 10.03% |
$1.09M - $1.36M
|
24.1K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.19K+ 18.73% |
$1.09M - $1.35M
|
13.9K
$9.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.19K+ 8.89% |
$1.09M - $1.35M
|
26.8K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
2.17K+ 8.83% |
$1.07M - $1.34M
|
26.7K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.16K+ 172.48% |
$1.07M - $1.33M
|
3.41K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.15K+ 10.47% |
$1.07M - $1.33M
|
22.7K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.14K+ 45.06% |
$1.06M - $1.32M
|
6.9K
$4.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.12K+ 7.62% |
$1.05M - $1.31M
|
29.9K
$19.5M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.11K+ 9.17% |
$1.05M - $1.3M
|
25.1K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.11K+ 11.85% |
$1.05M - $1.3M
|
19.9K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bleichroeder LP
New York, NY |
BUY
|
- |
2.1K+ 7.35% |
$1.04M - $1.3M
|
30.7K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.1K+ 10.38% |
$1.04M - $1.3M
|
22.3K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.09K+ 21.97% |
$1.04M - $1.29M
|
11.6K
$7.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.09K+ 4.86% |
$1.04M - $1.29M
|
45K
$29.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.07K+ 23.06% |
$1.03M - $1.28M
|
11.1K
$7.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.06K+ 0.87% |
$1.02M - $1.27M
|
240K
$156M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.05K+ 34.59% |
$1.02M - $1.27M
|
7.99K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.05K+ 9.92% |
$1.02M - $1.27M
|
22.8K
$14.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.05K+ 313.94% |
$1.02M - $1.27M
|
2.7K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.05K+ 17.5% |
$1.02M - $1.27M
|
13.8K
$8.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.04KNew |
$1.01M - $1.26M
|
2.04K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.04K+ 6.74% |
$1.01M - $1.26M
|
32.2K
$21M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.02K+ 6.18% |
$1M - $1.25M
|
34.8K
$22.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.02K+ 2.71% |
$1M - $1.25M
|
76.6K
$49.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 93.59% |
$1M - $1.24M
|
4.17K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.01K+ 250.68% |
$999K - $1.24M
|
2.82K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.01K+ 3.83% |
$996K - $1.24M
|
54.4K
$35.4M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.01KNew |
$995K - $1.24M
|
2.01K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2K+ 7.28% |
$994K - $1.24M
|
29.5K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cruiser Capital Advisors, LLC
Stamford, CT |
BUY
|
- |
2KNew |
$993K - $1.24M
|
2K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2K+ 5.27% |
$991K - $1.23M
|
39.9K
$25.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.99K+ 309.66% |
$987K - $1.23M
|
2.63K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.99K+ 76.21% |
$986K - $1.23M
|
4.59K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.97KNew |
$979K - $1.22M
|
1.97K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.97K+ 3.71% |
$979K - $1.22M
|
55.2K
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.96K+ 17.65% |
$973K - $1.21M
|
13.1K
$8.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.95K+ 9.45% |
$966K - $1.2M
|
22.5K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.93KNew |
$960K - $1.19M
|
1.93K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.92K+ 26.63% |
$954K - $1.19M
|
9.14K
$5.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.9K+ 1.03% |
$941K - $1.17M
|
186K
$121M
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.9KNew |
$941K - $1.17M
|
1.9K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.89K+ 65.44% |
$936K - $1.17M
|
4.77K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.86K+ 39.35% |
$925K - $1.15M
|
6.6K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.86KNew |
$925K - $1.15M
|
1.86K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.86K+ 0.96% |
$923K - $1.15M
|
196K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.84K+ 6.01% |
$915K - $1.14M
|
32.5K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 22.23% |
$905K - $1.13M
|
10K
$6.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.82K+ 8.52% |
$903K - $1.12M
|
23.2K
$15.1M
|