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 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
433+ 1.06% |
$215K - $268K
|
41.3K
$26.9M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
432New |
$214K - $267K
|
432
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
431+ 3.8% |
$214K - $266K
|
11.8K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
431+ 73.3% |
$214K - $266K
|
1.02K
$665K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
428+ 5.4% |
$212K - $264K
|
8.35K
$5.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
428+ 33.41% |
$212K - $264K
|
1.71K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
428New |
$212K - $264K
|
428
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
428+ 41.59% |
$212K - $264K
|
1.46K
$950K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
427+ 3.62% |
$212K - $264K
|
12.2K
$7.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
427+ 6.8% |
$212K - $264K
|
6.71K
$4.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
424New |
$211K - $262K
|
424
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
424+ 21.63% |
$211K - $262K
|
2.38K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
423+ 0.3% |
$210K - $261K
|
142K
$92.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
423+ 190.54% |
$210K - $261K
|
645
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
422New |
$210K - $261K
|
422
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
421+ 6.22% |
$209K - $260K
|
7.19K
$4.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
420+ 6.94% |
$209K - $259K
|
6.47K
$4.22M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
420+ 22.08% |
$209K - $259K
|
2.32K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
418New |
$208K - $258K
|
418
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
418+ 1.37% |
$208K - $258K
|
30.9K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
418+ 14.69% |
$208K - $258K
|
3.26K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
417New |
$207K - $258K
|
417
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
417+ 1.67% |
$207K - $258K
|
25.4K
$16.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
417+ 10.69% |
$207K - $258K
|
4.32K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
416+ 2.68% |
$207K - $257K
|
16K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
415+ 14.89% |
$206K - $256K
|
3.2K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
415New |
$206K - $256K
|
415
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
414+ 3.29% |
$206K - $256K
|
13K
$8.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
413New |
$205K - $255K
|
413
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
413+ 13.56% |
$205K - $255K
|
3.46K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
410New |
$204K - $253K
|
410
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
409New |
$203K - $253K
|
409
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
408+ 13.34% |
$203K - $252K
|
3.47K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
408New |
$203K - $252K
|
408
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
408+ 18.16% |
$203K - $252K
|
2.66K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
407+ 1.34% |
$202K - $251K
|
30.9K
$20.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
405+ 5.63% |
$201K - $250K
|
7.6K
$4.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
405+ 41.67% |
$201K - $250K
|
1.38K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
404+ 12.59% |
$201K - $250K
|
3.61K
$2.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
403New |
$200K - $249K
|
403
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
403New |
$200K - $249K
|
403
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
401New |
$199K - $248K
|
401
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
401+ 4.1% |
$199K - $248K
|
10.2K
$6.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
400+ 1.4% |
$199K - $247K
|
29K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
400+ 12.73% |
$199K - $247K
|
3.54K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
400New |
$199K - $247K
|
400
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.82% |
$199K - $247K
|
49.4K
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
396+ 5.21% |
$197K - $245K
|
8K
$5.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
395New |
$196K - $244K
|
395
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
395New |
$196K - $244K
|
395
$258K
|