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
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
215+ 0.39% |
$107K - $133K
|
54.9K
$35.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
214+ 1.77% |
$106K - $132K
|
12.3K
$8.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
214+ 32.62% |
$106K - $132K
|
870
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
211+ 0.57% |
$105K - $130K
|
37.4K
$24.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
211+ 6.82% |
$105K - $130K
|
3.3K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
210+ 8.02% |
$104K - $130K
|
2.83K
$1.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
209+ 26.52% |
$104K - $129K
|
997
$650K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
207+ 0.56% |
$103K - $128K
|
37.1K
$24.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
205+ 41.92% |
$102K - $127K
|
694
$453K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
205+ 2.25% |
$102K - $127K
|
9.32K
$6.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
204+ 3.75% |
$101K - $126K
|
5.64K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
203+ 1.12% |
$101K - $125K
|
18.3K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
203+ 42.56% |
$101K - $125K
|
680
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
202+ 17.6% |
$100K - $125K
|
1.35K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
202New |
$100K - $125K
|
202
$132K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
202+ 2.15% |
$100K - $125K
|
9.59K
$6.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
202+ 11.79% |
$100K - $125K
|
1.92K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
201+ 0.69% |
$99.8K - $124K
|
29.1K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
201+ 0.33% |
$99.8K - $124K
|
60.7K
$39.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
201+ 41.53% |
$99.8K - $124K
|
685
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
201+ 13.45% |
$99.8K - $124K
|
1.7K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
200+ 1.36% |
$99.3K - $124K
|
14.9K
$9.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
200+ 21.65% |
$99.3K - $124K
|
1.12K
$733K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$99.3K - $124K
|
200
$130K
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
200+ 1.76% |
$99.3K - $124K
|
11.6K
$7.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
199+ 11.56% |
$98.8K - $123K
|
1.92K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
199+ 17.6% |
$98.8K - $123K
|
1.33K
$867K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
198+ 6.73% |
$98.3K - $122K
|
3.14K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
198+ 48.77% |
$98.3K - $122K
|
604
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
198+ 17.19% |
$98.3K - $122K
|
1.35K
$880K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
195+ 24.65% |
$96.8K - $120K
|
986
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
194+ 23.54% |
$96.3K - $120K
|
1.02K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
193+ 34.9% |
$95.8K - $119K
|
746
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
193+ 1.63% |
$95.8K - $119K
|
12K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
193+ 6.06% |
$95.8K - $119K
|
3.38K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
193+ 3.73% |
$95.8K - $119K
|
5.36K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
192+ 9.61% |
$95.3K - $119K
|
2.19K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
191+ 2.66% |
$94.8K - $118K
|
7.38K
$4.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
191+ 9.1% |
$94.8K - $118K
|
2.29K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
189+ 48.71% |
$93.8K - $117K
|
577
$376K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
188+ 4.57% |
$93.3K - $116K
|
4.31K
$2.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
188+ 11.88% |
$93.3K - $116K
|
1.77K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
187+ 6.69% |
$92.8K - $116K
|
2.98K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185+ 4.47% |
$91.8K - $114K
|
4.33K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
184+ 0.23% |
$91.4K - $114K
|
80.1K
$52.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183New |
$90.9K - $113K
|
183
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
182+ 0.13% |
$90.4K - $112K
|
144K
$93.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181New |
$89.9K - $112K
|
181
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
180+ 6.72% |
$89.4K - $111K
|
2.86K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
179+ 8.02% |
$88.9K - $111K
|
2.41K
$1.57M
|