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 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
394New |
$196K - $243K
|
394
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
393New |
$195K - $243K
|
393
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
392+ 2.27% |
$195K - $242K
|
17.6K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
390+ 2.01% |
$194K - $241K
|
19.8K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
388New |
$193K - $240K
|
388
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
388+ 0.72% |
$193K - $240K
|
54.4K
$35.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
387+ 6.27% |
$192K - $239K
|
6.56K
$4.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
382+ 2.34% |
$190K - $236K
|
16.7K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
381New |
$189K - $235K
|
381
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
381New |
$189K - $235K
|
381
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
380+ 25.78% |
$189K - $235K
|
1.85K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
378+ 14.33% |
$188K - $234K
|
3.02K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
378+ 6.11% |
$188K - $234K
|
6.56K
$4.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
376+ 7.08% |
$187K - $232K
|
5.69K
$3.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
375+ 0.88% |
$186K - $232K
|
42.9K
$28M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
375+ 13.1% |
$186K - $232K
|
3.24K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
372New |
$185K - $230K
|
372
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
372+ 2.1% |
$185K - $230K
|
18.1K
$11.8M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
371+ 43.8% |
$184K - $229K
|
1.22K
$794K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
371New |
$184K - $229K
|
371
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
371+ 21.21% |
$184K - $229K
|
2.12K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
371+ 11.28% |
$184K - $229K
|
3.66K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
370+ 0.93% |
$184K - $229K
|
40.2K
$26.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
369New |
$183K - $228K
|
369
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
368+ 9.75% |
$183K - $227K
|
4.14K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
367New |
$182K - $227K
|
367
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
367New |
$182K - $227K
|
367
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
365+ 8.8% |
$181K - $226K
|
4.51K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
365+ 5.89% |
$181K - $226K
|
6.57K
$4.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
364+ 2.73% |
$181K - $225K
|
13.7K
$8.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
364+ 8.23% |
$181K - $225K
|
4.79K
$3.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
363+ 19.43% |
$180K - $224K
|
2.23K
$1.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
363New |
$180K - $224K
|
363
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
361New |
$179K - $223K
|
361
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
360+ 4.82% |
$179K - $222K
|
7.83K
$5.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
359+ 6.96% |
$178K - $222K
|
5.52K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
358New |
$178K - $221K
|
358
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
356+ 6.71% |
$177K - $220K
|
5.66K
$3.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
355New |
$176K - $219K
|
355
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
352+ 22.39% |
$175K - $217K
|
1.92K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
352New |
$175K - $217K
|
352
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
352New |
$175K - $217K
|
352
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
351+ 2.61% |
$174K - $217K
|
13.8K
$9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
351+ 2.93% |
$174K - $217K
|
12.4K
$8.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
350New |
$174K - $216K
|
350
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
350+ 8.31% |
$174K - $216K
|
4.56K
$2.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
348+ 5.1% |
$173K - $215K
|
7.17K
$4.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
348New |
$173K - $215K
|
348
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
347New |
$172K - $214K
|
347
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
346+ 22.38% |
$172K - $214K
|
1.89K
$1.23M
|