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 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.49K+ 12.5% |
$741K - $922K
|
13.4K
$8.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.46K+ 5.84% |
$725K - $903K
|
26.5K
$16.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.45K+ 908.13% |
$721K - $898K
|
1.61K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.43K+ 109.63% |
$712K - $886K
|
2.74K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.43K+ 9.76% |
$710K - $884K
|
16.1K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.43K+ 1.76% |
$708K - $881K
|
82.3K
$51.4M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.42K+ 11.49% |
$704K - $876K
|
13.8K
$8.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.32K+ 43.36% |
$654K - $814K
|
4.36K
$2.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 83.32% |
$652K - $812K
|
2.89K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.27K+ 5.14% |
$632K - $786K
|
26K
$16.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 12.51% |
$616K - $766K
|
11.1K
$6.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.22K+ 37.4% |
$604K - $752K
|
4.47K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.17K+ 36.4% |
$581K - $724K
|
4.39K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.1K+ 5.36% |
$545K - $678K
|
21.6K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 4.65% |
$508K - $632K
|
23K
$14.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.56% |
$499K - $622K
|
65.4K
$40.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
999+ 7.47% |
$496K - $617K
|
14.4K
$8.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
969+ 16.8% |
$481K - $599K
|
6.74K
$4.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
968+ 150.08% |
$481K - $598K
|
1.61K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
876+ 31.1% |
$435K - $541K
|
3.69K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
822+ 5.37% |
$408K - $508K
|
16.1K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
809+ 9.37% |
$402K - $500K
|
9.44K
$5.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
798+ 62.74% |
$396K - $493K
|
2.07K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
717+ 3.1% |
$356K - $443K
|
23.9K
$14.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
665+ 31.12% |
$330K - $411K
|
2.8K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
661+ 24.62% |
$328K - $408K
|
3.35K
$2.09M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
657+ 0.73% |
$326K - $406K
|
91.1K
$56.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
647+ 2.01% |
$321K - $400K
|
32.9K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
643+ 2.43% |
$319K - $397K
|
27.1K
$16.9M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
637+ 1.25% |
$316K - $394K
|
51.5K
$32.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
632+ 24.53% |
$314K - $390K
|
3.21K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
607+ 63.3% |
$301K - $375K
|
1.57K
$977K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
597+ 3.8% |
$296K - $369K
|
16.3K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
565New |
$281K - $349K
|
565
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
556New |
$276K - $344K
|
556
$347K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
543New |
$270K - $335K
|
543
$339K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 2.02% |
$248K - $309K
|
25.3K
$15.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
471+ 92.35% |
$234K - $291K
|
981
$612K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449+ 2.6% |
$223K - $277K
|
17.7K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
447+ 9.22% |
$222K - $276K
|
5.3K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
432New |
$214K - $267K
|
432
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
431+ 3.8% |
$214K - $266K
|
11.8K
$7.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
428+ 5.4% |
$212K - $264K
|
8.35K
$5.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
420+ 6.94% |
$209K - $259K
|
6.47K
$4.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
417New |
$207K - $258K
|
417
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
408+ 13.34% |
$203K - $252K
|
3.47K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
405+ 5.63% |
$201K - $250K
|
7.6K
$4.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
401New |
$199K - $248K
|
401
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
394New |
$196K - $243K
|
394
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
388New |
$193K - $240K
|
388
$242K
|