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 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
601+ 20.09% |
$298K - $371K
|
3.59K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
600New |
$298K - $371K
|
600
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Whitford Management LLC
New York, NY |
BUY
|
- |
600+ 1.49% |
$298K - $371K
|
40.8K
$26.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
599+ 24.19% |
$297K - $370K
|
3.08K
$2.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
597+ 3.8% |
$296K - $369K
|
16.3K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
597+ 12.12% |
$296K - $369K
|
5.52K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
594New |
$295K - $367K
|
594
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
591+ 1.87% |
$293K - $365K
|
32.2K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
590+ 47.2% |
$293K - $365K
|
1.84K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
589+ 1.08% |
$292K - $364K
|
55.3K
$36.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
588New |
$292K - $363K
|
588
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
587+ 13.06% |
$291K - $363K
|
5.08K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
585+ 1.03% |
$290K - $361K
|
57.5K
$37.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
583+ 3.11% |
$289K - $360K
|
19.3K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
581+ 17.63% |
$288K - $359K
|
3.88K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
577+ 1.44% |
$286K - $356K
|
40.8K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
576New |
$286K - $356K
|
576
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
574+ 12.79% |
$285K - $355K
|
5.06K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
572New |
$284K - $353K
|
572
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
569+ 7.08% |
$282K - $352K
|
8.61K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
565New |
$281K - $349K
|
565
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
564+ 21.83% |
$280K - $348K
|
3.15K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
561+ 4.78% |
$279K - $347K
|
12.3K
$8.01M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
556New |
$276K - $344K
|
556
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
550+ 8.33% |
$273K - $340K
|
7.15K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
550+ 15.13% |
$273K - $340K
|
4.18K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
546+ 6.26% |
$271K - $337K
|
9.27K
$6.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
546+ 92.7% |
$271K - $337K
|
1.14K
$740K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
545+ 1.21% |
$271K - $337K
|
45.4K
$29.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
541New |
$269K - $334K
|
541
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
540+ 2.0% |
$268K - $334K
|
27.5K
$17.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
537+ 3.14% |
$267K - $332K
|
17.6K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
536+ 0.57% |
$266K - $331K
|
95K
$62M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
533New |
$265K - $329K
|
533
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
529New |
$263K - $327K
|
529
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
528New |
$262K - $326K
|
528
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
524+ 43.74% |
$260K - $324K
|
1.72K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
520+ 1.91% |
$258K - $321K
|
27.7K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
518+ 0.51% |
$257K - $320K
|
102K
$66.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
514+ 1.66% |
$255K - $318K
|
31.5K
$20.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
513+ 21.56% |
$255K - $317K
|
2.89K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
508+ 20.09% |
$252K - $314K
|
3.04K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
508+ 9.99% |
$252K - $314K
|
5.6K
$3.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
507+ 4.26% |
$252K - $313K
|
12.4K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
504+ 5.04% |
$250K - $311K
|
10.5K
$6.85M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
503+ 18.72% |
$250K - $311K
|
3.19K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
502+ 37.21% |
$249K - $310K
|
1.85K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
502+ 2.11% |
$249K - $310K
|
24.3K
$15.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 2.02% |
$248K - $309K
|
25.3K
$16.5M
|