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 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
708+ 3.3% |
$352K - $437K
|
22.2K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
703+ 273.54% |
$349K - $434K
|
960
$626K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
702+ 12.43% |
$349K - $434K
|
6.35K
$4.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
702+ 4.83% |
$349K - $434K
|
15.2K
$9.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
700+ 25.15% |
$348K - $432K
|
3.48K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
700+ 125.0% |
$348K - $432K
|
1.26K
$822K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
695+ 11.75% |
$345K - $429K
|
6.61K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
693+ 0.91% |
$344K - $428K
|
76.9K
$50.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
693+ 9.86% |
$344K - $428K
|
7.72K
$5.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
692New |
$344K - $428K
|
692
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
690+ 2.94% |
$343K - $426K
|
24.2K
$15.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
686+ 27.0% |
$341K - $424K
|
3.23K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
686+ 117.06% |
$341K - $424K
|
1.27K
$830K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
684New |
$340K - $423K
|
684
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
677+ 1.9% |
$336K - $418K
|
36.3K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
677+ 35.3% |
$336K - $418K
|
2.6K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
674+ 47.07% |
$335K - $416K
|
2.11K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
665+ 31.12% |
$330K - $411K
|
2.8K
$1.83M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
665+ 22.12% |
$330K - $411K
|
3.67K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
661+ 24.62% |
$328K - $408K
|
3.35K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
661+ 5.05% |
$328K - $408K
|
13.7K
$8.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
660+ 4.78% |
$328K - $408K
|
14.5K
$9.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
659+ 9.57% |
$327K - $407K
|
7.55K
$4.92M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
657+ 0.73% |
$326K - $406K
|
91.1K
$59.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
656+ 1.09% |
$326K - $405K
|
61K
$39.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
653New |
$324K - $403K
|
653
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
649+ 4.48% |
$322K - $401K
|
15.1K
$9.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
647+ 2.01% |
$321K - $400K
|
32.9K
$21.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
645+ 41.03% |
$320K - $399K
|
2.22K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
643+ 2.43% |
$319K - $397K
|
27.1K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
643New |
$319K - $397K
|
643
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
642+ 5.95% |
$319K - $397K
|
11.4K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
638+ 15.28% |
$317K - $394K
|
4.81K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
637+ 1.25% |
$316K - $394K
|
51.5K
$33.6M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
635+ 134.82% |
$315K - $392K
|
1.11K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
634+ 0.99% |
$315K - $392K
|
64.8K
$42.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
634+ 5.63% |
$315K - $392K
|
11.9K
$7.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 24.53% |
$314K - $390K
|
3.21K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
626New |
$311K - $387K
|
626
$408K
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
625+ 36.46% |
$310K - $386K
|
2.34K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
619+ 12.78% |
$307K - $382K
|
5.46K
$3.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
616New |
$306K - $381K
|
616
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
611+ 5.72% |
$303K - $378K
|
11.3K
$7.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
609+ 2.55% |
$302K - $376K
|
24.4K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
609+ 0.47% |
$302K - $376K
|
131K
$85.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
607+ 63.3% |
$301K - $375K
|
1.57K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
607+ 7.94% |
$301K - $375K
|
8.25K
$5.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
606+ 52.06% |
$301K - $374K
|
1.77K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
604+ 0.62% |
$300K - $373K
|
97.4K
$63.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
602+ 1.64% |
$299K - $372K
|
37.4K
$24.4M
|