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 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
345New |
$171K - $213K
|
345
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
345New |
$171K - $213K
|
345
$225K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
344+ 0.96% |
$171K - $213K
|
36.3K
$23.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
344New |
$171K - $213K
|
344
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
344New |
$171K - $213K
|
344
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
342+ 1.15% |
$170K - $211K
|
30K
$19.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
340New |
$169K - $210K
|
340
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
340New |
$169K - $210K
|
340
$222K
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
340+ 91.4% |
$169K - $210K
|
712
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
340New |
$169K - $210K
|
340
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
340+ 0.26% |
$169K - $210K
|
132K
$86M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
339+ 13.51% |
$168K - $209K
|
2.85K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
338+ 0.27% |
$168K - $209K
|
127K
$83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
337+ 1.44% |
$167K - $208K
|
23.8K
$15.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
337New |
$167K - $208K
|
337
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
337+ 0.89% |
$167K - $208K
|
38K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
336New |
$167K - $208K
|
336
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
336New |
$167K - $208K
|
336
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
336+ 6.31% |
$167K - $208K
|
5.66K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
335New |
$166K - $207K
|
335
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
335New |
$166K - $207K
|
335
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
334+ 7.02% |
$166K - $206K
|
5.09K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
334New |
$166K - $206K
|
334
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
334New |
$166K - $206K
|
334
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
334+ 2.45% |
$166K - $206K
|
14K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
333New |
$165K - $206K
|
333
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
332New |
$165K - $205K
|
332
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
332New |
$165K - $205K
|
332
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
331+ 0.31% |
$164K - $205K
|
108K
$70.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
331+ 7.46% |
$164K - $205K
|
4.77K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
330+ 6.08% |
$164K - $204K
|
5.76K
$3.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
330+ 27.8% |
$164K - $204K
|
1.52K
$989K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
329New |
$163K - $203K
|
329
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
329New |
$163K - $203K
|
329
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
329+ 6.41% |
$163K - $203K
|
5.46K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$163K - $203K
|
328
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
328New |
$163K - $203K
|
328
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
328+ 0.38% |
$163K - $203K
|
86K
$56.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
325+ 51.75% |
$161K - $201K
|
953
$622K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
325New |
$161K - $201K
|
325
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
325+ 7.07% |
$161K - $201K
|
4.92K
$3.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$161K - $201K
|
325
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
325New |
$161K - $201K
|
325
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
324+ 68.79% |
$161K - $200K
|
795
$519K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
321+ 77.72% |
$159K - $198K
|
734
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
321+ 59.55% |
$159K - $198K
|
860
$561K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
320+ 33.33% |
$159K - $198K
|
1.28K
$835K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
319+ 1.42% |
$158K - $197K
|
22.7K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
319New |
$158K - $197K
|
319
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
317+ 1.59% |
$157K - $196K
|
20.2K
$13.2M
|