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 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
500+ 3.47% |
$248K - $309K
|
14.9K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
500+ 16.94% |
$248K - $309K
|
3.45K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
499+ 22.97% |
$248K - $308K
|
2.67K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
498+ 4.86% |
$247K - $308K
|
10.7K
$7.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
498+ 6.97% |
$247K - $308K
|
7.64K
$4.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
497+ 8.4% |
$247K - $307K
|
6.41K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
495+ 4.0% |
$246K - $306K
|
12.9K
$8.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
494New |
$245K - $305K
|
494
$322K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
493+ 8.46% |
$245K - $305K
|
6.32K
$4.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
488+ 70.22% |
$242K - $302K
|
1.18K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
485+ 173.21% |
$241K - $300K
|
765
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
485+ 1.83% |
$241K - $300K
|
26.9K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
485+ 0.22% |
$241K - $300K
|
218K
$142M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
482+ 6.9% |
$239K - $298K
|
7.47K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
482+ 7.21% |
$239K - $298K
|
7.17K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
480+ 22.06% |
$238K - $297K
|
2.66K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
479+ 10.68% |
$238K - $296K
|
4.97K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
478+ 3.23% |
$237K - $295K
|
15.3K
$9.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
477+ 35.54% |
$237K - $295K
|
1.82K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
477+ 3.27% |
$237K - $295K
|
15K
$9.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
476New |
$236K - $294K
|
476
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
475+ 6.93% |
$236K - $293K
|
7.33K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
475+ 43.34% |
$236K - $293K
|
1.57K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
475+ 4.55% |
$236K - $293K
|
10.9K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
475New |
$236K - $293K
|
475
$310K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
471+ 92.35% |
$234K - $291K
|
981
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
471+ 21.05% |
$234K - $291K
|
2.71K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
469New |
$233K - $290K
|
469
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
462+ 5.32% |
$229K - $285K
|
9.14K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
458New |
$227K - $283K
|
458
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
454New |
$225K - $281K
|
454
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
453+ 15.58% |
$225K - $280K
|
3.36K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
450New |
$223K - $278K
|
450
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
450+ 17.24% |
$223K - $278K
|
3.06K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449+ 2.6% |
$223K - $277K
|
17.7K
$11.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
447+ 9.22% |
$222K - $276K
|
5.3K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
447+ 33.79% |
$222K - $276K
|
1.77K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
446+ 2.07% |
$221K - $276K
|
22K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
443+ 3.66% |
$220K - $274K
|
12.5K
$8.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
443New |
$220K - $274K
|
443
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
442+ 1.3% |
$219K - $273K
|
34.4K
$22.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
442+ 4.49% |
$219K - $273K
|
10.3K
$6.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
442+ 1.63% |
$219K - $273K
|
27.5K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
440New |
$218K - $272K
|
440
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
440New |
$218K - $272K
|
440
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
439+ 8.44% |
$218K - $271K
|
5.64K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
437+ 5.05% |
$217K - $270K
|
9.09K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
437+ 86.53% |
$217K - $270K
|
942
$614K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
435New |
$216K - $269K
|
435
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
435+ 17.46% |
$216K - $269K
|
2.93K
$1.91M
|