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 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
834+ 6.57% |
$414K - $515K
|
13.5K
$8.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
831+ 3.73% |
$413K - $513K
|
23.1K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
825New |
$410K - $510K
|
825
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
824+ 37.15% |
$409K - $509K
|
3.04K
$1.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
822+ 5.37% |
$408K - $508K
|
16.1K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
821+ 5.39% |
$408K - $507K
|
16K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
817+ 15.84% |
$406K - $505K
|
5.98K
$3.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
817+ 11.89% |
$406K - $505K
|
7.69K
$5.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
810+ 9.57% |
$402K - $500K
|
9.27K
$6.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
809+ 9.37% |
$402K - $500K
|
9.44K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
809+ 4.85% |
$402K - $500K
|
17.5K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
805+ 0.84% |
$400K - $497K
|
96.1K
$62.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
805+ 33.77% |
$400K - $497K
|
3.19K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
804+ 5.75% |
$399K - $497K
|
14.8K
$9.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
803+ 5.94% |
$399K - $496K
|
14.3K
$9.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
802+ 8.4% |
$398K - $496K
|
10.4K
$6.75M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
802+ 10.48% |
$398K - $496K
|
8.45K
$5.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
799+ 5.06% |
$397K - $494K
|
16.6K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
798+ 62.74% |
$396K - $493K
|
2.07K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
797+ 93.88% |
$396K - $492K
|
1.65K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
793New |
$394K - $490K
|
793
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
792New |
$393K - $489K
|
792
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
792+ 3.0% |
$393K - $489K
|
27.2K
$17.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
789+ 14.93% |
$392K - $487K
|
6.07K
$3.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
784+ 6.85% |
$389K - $484K
|
12.2K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
780New |
$387K - $482K
|
780
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
775+ 21.31% |
$385K - $479K
|
4.41K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
775+ 8.69% |
$385K - $479K
|
9.69K
$6.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
771+ 4.85% |
$383K - $476K
|
16.7K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
771+ 1.46% |
$383K - $476K
|
53.4K
$34.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
764+ 20.57% |
$379K - $472K
|
4.48K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
762+ 21.39% |
$378K - $471K
|
4.33K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
760+ 217.14% |
$377K - $470K
|
1.11K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
754+ 0.52% |
$374K - $466K
|
147K
$95.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
748New |
$371K - $462K
|
748
$488K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
748+ 1.91% |
$371K - $462K
|
40K
$26.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
745+ 5.59% |
$370K - $460K
|
14.1K
$9.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
744New |
$369K - $460K
|
744
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
741+ 0.19% |
$368K - $458K
|
393K
$257M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
740+ 192.21% |
$367K - $457K
|
1.13K
$734K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
738+ 97.88% |
$366K - $456K
|
1.49K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
738New |
$366K - $456K
|
738
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
734+ 8.81% |
$364K - $454K
|
9.06K
$5.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
733+ 55.49% |
$364K - $453K
|
2.05K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
723+ 14.57% |
$359K - $447K
|
5.69K
$3.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
719+ 3.22% |
$357K - $444K
|
23K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
718New |
$356K - $444K
|
718
$468K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
717+ 3.1% |
$356K - $443K
|
23.9K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
717New |
$356K - $443K
|
717
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
710+ 18.89% |
$353K - $439K
|
4.47K
$2.91M
|