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 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
316+ 13.6% |
$157K - $195K
|
2.64K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
315New |
$156K - $195K
|
315
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
314+ 7.88% |
$156K - $194K
|
4.3K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
313+ 2.35% |
$155K - $193K
|
13.6K
$8.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
312+ 64.46% |
$155K - $193K
|
796
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
311+ 20.18% |
$154K - $192K
|
1.85K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
311+ 42.08% |
$154K - $192K
|
1.05K
$685K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
311+ 4.95% |
$154K - $192K
|
6.6K
$4.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
309+ 2.99% |
$153K - $191K
|
10.7K
$6.95M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
306+ 7.32% |
$152K - $189K
|
4.49K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
305+ 0.73% |
$151K - $188K
|
42.2K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
305+ 33.93% |
$151K - $188K
|
1.2K
$785K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
304+ 7.07% |
$151K - $188K
|
4.6K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 2.98% |
$150K - $187K
|
10.4K
$6.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
302+ 14.24% |
$150K - $187K
|
2.42K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
302+ 1.74% |
$150K - $187K
|
17.7K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
301+ 0.78% |
$149K - $186K
|
38.7K
$25.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
301+ 0.52% |
$149K - $186K
|
58.6K
$38.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
301+ 5.89% |
$149K - $186K
|
5.41K
$3.53M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
299+ 10.37% |
$148K - $185K
|
3.18K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
298+ 5.64% |
$148K - $184K
|
5.59K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
298+ 19.68% |
$148K - $184K
|
1.81K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
297+ 15.4% |
$147K - $184K
|
2.23K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
297+ 32.11% |
$147K - $184K
|
1.22K
$797K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
295+ 10.96% |
$146K - $182K
|
2.99K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
295+ 60.33% |
$146K - $182K
|
784
$511K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
293+ 17.64% |
$145K - $181K
|
1.95K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
291New |
$144K - $180K
|
291
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
287+ 2.62% |
$142K - $177K
|
11.2K
$7.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
286+ 1.26% |
$142K - $177K
|
23K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
282+ 6.79% |
$140K - $174K
|
4.43K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
282+ 1.06% |
$140K - $174K
|
26.9K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
281+ 41.45% |
$140K - $174K
|
959
$625K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
278+ 26.45% |
$138K - $172K
|
1.33K
$867K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
277+ 1.7% |
$138K - $171K
|
16.6K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
276+ 3.77% |
$137K - $171K
|
7.6K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
275+ 7.79% |
$137K - $170K
|
3.8K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
275+ 0.22% |
$137K - $170K
|
124K
$80.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
270+ 12.17% |
$134K - $167K
|
2.49K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
270+ 42.39% |
$134K - $167K
|
907
$592K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
269+ 14.39% |
$134K - $166K
|
2.14K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
268+ 0.41% |
$133K - $166K
|
65.6K
$42.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
264+ 17.12% |
$131K - $163K
|
1.81K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
263+ 51.17% |
$131K - $162K
|
777
$507K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
263+ 0.46% |
$131K - $162K
|
58K
$37.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
263+ 1.84% |
$131K - $162K
|
14.6K
$9.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
262+ 5.67% |
$130K - $162K
|
4.89K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
261+ 2.36% |
$130K - $161K
|
11.3K
$7.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
BUY
|
- |
260+ 11.61% |
$129K - $161K
|
2.5K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
259+ 50.59% |
$129K - $160K
|
771
$503K
|