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 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.32KNew |
$656K - $817K
|
1.32K
$860K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.32K+ 43.36% |
$654K - $814K
|
4.36K
$2.83M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.32K+ 11.68% |
$654K - $814K
|
12.6K
$8.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.32K+ 7.93% |
$653K - $812K
|
17.9K
$11.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 83.32% |
$652K - $812K
|
2.89K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.31K+ 11.77% |
$648K - $807K
|
12.4K
$8.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.3KNew |
$646K - $804K
|
1.3K
$847K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.3K+ 22.72% |
$643K - $801K
|
7K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.3K+ 6.17% |
$643K - $801K
|
22.3K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.29K+ 3.14% |
$642K - $799K
|
42.5K
$27.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.28KNew |
$636K - $792K
|
1.28K
$834K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.28K+ 8.29% |
$635K - $790K
|
16.7K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.28K+ 27.32% |
$634K - $788K
|
5.95K
$3.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.28K+ 130.64% |
$633K - $788K
|
2.25K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.27K+ 23.77% |
$632K - $787K
|
6.63K
$4.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.27K+ 0.8% |
$632K - $787K
|
161K
$105M
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.27K+ 5.14% |
$632K - $786K
|
26K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
1.27KNew |
$631K - $785K
|
1.27K
$826K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 11.65% |
$624K - $777K
|
12K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.25K+ 78.95% |
$622K - $774K
|
2.84K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 12.51% |
$616K - $766K
|
11.1K
$7.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.24K+ 23.78% |
$616K - $766K
|
6.45K
$4.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.24K+ 12.34% |
$614K - $764K
|
11.3K
$7.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.23K+ 133.3% |
$608K - $757K
|
2.14K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.22K+ 37.4% |
$604K - $752K
|
4.47K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.22K+ 4.88% |
$604K - $752K
|
26.1K
$17M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.21K+ 5.95% |
$601K - $748K
|
21.6K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.2K+ 13.75% |
$597K - $743K
|
9.94K
$6.47M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.2K+ 92.17% |
$596K - $742K
|
2.5K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.19K+ 91.35% |
$593K - $738K
|
2.5K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.19K+ 4.88% |
$593K - $738K
|
25.7K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.19K+ 46.8% |
$588K - $732K
|
3.72K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.18K+ 4.69% |
$585K - $728K
|
26.3K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.17K+ 36.4% |
$581K - $724K
|
4.39K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.15K+ 5.48% |
$573K - $713K
|
22.2K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.15K+ 4.14% |
$573K - $713K
|
29K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.15K+ 1.56% |
$573K - $713K
|
75.1K
$48.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.14K+ 5.31% |
$567K - $706K
|
22.7K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.13K+ 78.31% |
$563K - $701K
|
2.58K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.13K+ 75.33% |
$561K - $698K
|
2.63K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.11K+ 9.42% |
$551K - $685K
|
12.9K
$8.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.1K+ 1.36% |
$547K - $681K
|
82.4K
$53.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
1.1K+ 37.93% |
$546K - $680K
|
4K
$2.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.1K+ 5.36% |
$545K - $678K
|
21.6K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.09K+ 7.49% |
$541K - $673K
|
15.6K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.09K+ 1.13% |
$541K - $673K
|
97.1K
$63.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.09K+ 15.63% |
$539K - $671K
|
8.04K
$5.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.08K+ 9.45% |
$537K - $669K
|
12.5K
$8.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.08K+ 11.44% |
$537K - $668K
|
10.5K
$6.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 40.55% |
$527K - $656K
|
3.68K
$2.39M
|