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
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
259+ 7.55% |
$129K - $160K
|
3.69K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
258+ 36.39% |
$128K - $159K
|
967
$631K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
256+ 5.8% |
$127K - $158K
|
4.67K
$3.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
253+ 17.89% |
$126K - $156K
|
1.67K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
252+ 40.98% |
$125K - $156K
|
867
$565K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
251+ 60.05% |
$125K - $155K
|
669
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
250+ 4.55% |
$124K - $154K
|
5.74K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
250+ 0.56% |
$124K - $154K
|
45.2K
$29.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
250+ 9.88% |
$124K - $154K
|
2.78K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
249+ 19.14% |
$124K - $154K
|
1.55K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
248+ 38.69% |
$123K - $153K
|
889
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
248+ 3.05% |
$123K - $153K
|
8.37K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
247+ 1.23% |
$123K - $153K
|
20.3K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
247+ 1.46% |
$123K - $153K
|
17.2K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
American Asset Management Inc.
|
BUY
|
- |
247+ 0.92% |
$123K - $153K
|
27.2K
$17.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
246+ 45.05% |
$122K - $152K
|
792
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
244+ 25.87% |
$121K - $151K
|
1.19K
$774K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
240+ 2.13% |
$119K - $148K
|
11.5K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
239+ 7.73% |
$119K - $148K
|
3.33K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
238+ 2.05% |
$118K - $147K
|
11.8K
$7.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
237+ 3.48% |
$118K - $146K
|
7.05K
$4.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
236+ 2.73% |
$117K - $146K
|
8.87K
$5.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
236+ 13.15% |
$117K - $146K
|
2.03K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
234+ 30.83% |
$116K - $145K
|
993
$648K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
233+ 2.78% |
$116K - $144K
|
8.62K
$5.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 11.19% |
$115K - $143K
|
2.31K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
232+ 4.49% |
$115K - $143K
|
5.4K
$3.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
229+ 1.83% |
$114K - $141K
|
12.7K
$8.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
229+ 3.34% |
$114K - $141K
|
7.08K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
229+ 34.38% |
$114K - $141K
|
895
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
229+ 8.12% |
$114K - $141K
|
3.05K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
228+ 9.77% |
$113K - $141K
|
2.56K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
228+ 3.3% |
$113K - $141K
|
7.14K
$4.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
227+ 2.71% |
$113K - $140K
|
8.59K
$5.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
226+ 11.28% |
$112K - $140K
|
2.23K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
226+ 3.68% |
$112K - $140K
|
6.37K
$4.15M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
225+ 7.15% |
$112K - $139K
|
3.37K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
224+ 11.75% |
$111K - $138K
|
2.13K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
224+ 0.03% |
$111K - $138K
|
733K
$478M
|
|
|
Aug 13, 2025
Q2 2025
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
224+ 0.3% |
$111K - $138K
|
75.9K
$49.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
223+ 36.62% |
$111K - $138K
|
832
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
223+ 0.55% |
$111K - $138K
|
40.8K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
223+ 0.89% |
$111K - $138K
|
25.2K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
222+ 12.97% |
$110K - $137K
|
1.93K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
220+ 3.36% |
$109K - $136K
|
6.76K
$4.41M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
219+ 0.66% |
$109K - $135K
|
33.5K
$21.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
218+ 2.69% |
$108K - $135K
|
8.33K
$5.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
217+ 3.43% |
$108K - $134K
|
6.54K
$4.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
216+ 9.9% |
$107K - $133K
|
2.4K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
215+ 10.03% |
$107K - $133K
|
2.36K
$1.54M
|