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 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
179+ 13.8% |
$88.9K - $111K
|
1.48K
$963K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
178+ 0.36% |
$88.4K - $110K
|
49.1K
$32M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
178+ 4.02% |
$88.4K - $110K
|
4.6K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
177+ 10.39% |
$87.9K - $109K
|
1.88K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
176+ 14.29% |
$87.4K - $109K
|
1.41K
$918K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
176+ 1.82% |
$87.4K - $109K
|
9.84K
$6.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
176+ 6.69% |
$87.4K - $109K
|
2.81K
$1.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
176+ 0.18% |
$87.4K - $109K
|
98.9K
$64.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
175+ 41.37% |
$86.9K - $108K
|
598
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
175+ 14.02% |
$86.9K - $108K
|
1.42K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
174+ 3.52% |
$86.4K - $108K
|
5.12K
$3.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
174+ 22.75% |
$86.4K - $108K
|
939
$612K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
174+ 0.19% |
$86.4K - $108K
|
93.2K
$60.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
173+ 4.48% |
$85.9K - $107K
|
4.04K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
173+ 13.34% |
$85.9K - $107K
|
1.47K
$959K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
172+ 10.37% |
$85.4K - $106K
|
1.83K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
172+ 12.83% |
$85.4K - $106K
|
1.51K
$987K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
171+ 1.43% |
$84.9K - $106K
|
12.2K
$7.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
171+ 0.92% |
$84.9K - $106K
|
18.8K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
170+ 3.79% |
$84.4K - $105K
|
4.66K
$3.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
168+ 0.87% |
$83.4K - $104K
|
19.5K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
168+ 3.72% |
$83.4K - $104K
|
4.68K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
167+ 2.79% |
$82.9K - $103K
|
6.14K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
166+ 1.38% |
$82.4K - $103K
|
12.2K
$7.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
166+ 2.26% |
$82.4K - $103K
|
7.51K
$4.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
165+ 11.0% |
$81.9K - $102K
|
1.67K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
165+ 27.5% |
$81.9K - $102K
|
765
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
165+ 3.63% |
$81.9K - $102K
|
4.72K
$3.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
165+ 7.94% |
$81.9K - $102K
|
2.24K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
164+ 17.34% |
$81.4K - $101K
|
1.11K
$724K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
164+ 29.87% |
$81.4K - $101K
|
713
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
164+ 4.46% |
$81.4K - $101K
|
3.84K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
164+ 1.36% |
$81.4K - $101K
|
12.2K
$7.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
163+ 2.42% |
$80.9K - $101K
|
6.9K
$4.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
163+ 4.48% |
$80.9K - $101K
|
3.8K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
163+ 5.74% |
$80.9K - $101K
|
3K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
162+ 0.54% |
$80.4K - $100K
|
30.1K
$19.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
161+ 0.75% |
$79.9K - $99.5K
|
21.5K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
159+ 4.24% |
$78.9K - $98.2K
|
3.91K
$2.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
157+ 5.85% |
$77.9K - $97K
|
2.84K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
157+ 2.87% |
$77.9K - $97K
|
5.62K
$3.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
153+ 17.57% |
$76K - $94.5K
|
1.02K
$668K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
153+ 8.09% |
$76K - $94.5K
|
2.04K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
152+ 0.23% |
$75.5K - $93.9K
|
65.6K
$42.8M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
151+ 1.4% |
$75K - $93.3K
|
11K
$7.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
150+ 37.78% |
$74.5K - $92.7K
|
547
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
150+ 3.1% |
$74.5K - $92.7K
|
4.99K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
150+ 12.11% |
$74.5K - $92.7K
|
1.39K
$906K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
149+ 16.67% |
$74K - $92.1K
|
1.04K
$680K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
149+ 12.29% |
$74K - $92.1K
|
1.36K
$888K
|