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 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
148+ 11.14% |
$73.5K - $91.4K
|
1.48K
$963K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
147+ 32.74% |
$73K - $90.8K
|
596
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
146+ 5.79% |
$72.5K - $90.2K
|
2.67K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
145+ 9.33% |
$72K - $89.6K
|
1.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
145+ 5.57% |
$72K - $89.6K
|
2.75K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
BUY
|
- |
144+ 26.57% |
$71.5K - $89K
|
686
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
144+ 13.78% |
$71.5K - $89K
|
1.19K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
142+ 19.09% |
$70.5K - $87.7K
|
886
$578K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
141+ 5.07% |
$70K - $87.1K
|
2.92K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
140+ 3.0% |
$69.5K - $86.5K
|
4.81K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
138+ 2.13% |
$68.5K - $85.3K
|
6.62K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
138+ 5.62% |
$68.5K - $85.3K
|
2.59K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
136+ 0.3% |
$67.5K - $84K
|
45.8K
$29.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
135+ 7.01% |
$67K - $83.4K
|
2.06K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
135+ 0.22% |
$67K - $83.4K
|
62.2K
$40.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
135+ 29.61% |
$67K - $83.4K
|
591
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
133+ 0.91% |
$66K - $82.2K
|
14.8K
$9.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
133+ 0.59% |
$66K - $82.2K
|
22.7K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
133+ 9.1% |
$66K - $82.2K
|
1.59K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
132+ 6.39% |
$65.5K - $81.6K
|
2.2K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
131+ 4.65% |
$65K - $80.9K
|
2.95K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
131+ 1.73% |
$65K - $80.9K
|
7.69K
$5.02M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
131+ 10.9% |
$65K - $80.9K
|
1.33K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
130+ 1.42% |
$64.5K - $80.3K
|
9.31K
$6.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
130+ 1.11% |
$64.5K - $80.3K
|
11.9K
$7.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
130+ 2.67% |
$64.5K - $80.3K
|
5K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
130+ 1.57% |
$64.5K - $80.3K
|
8.42K
$5.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
128+ 4.02% |
$63.5K - $79.1K
|
3.31K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
128+ 1066.67% |
$63.5K - $79.1K
|
140
$91.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
127+ 13.63% |
$63.1K - $78.5K
|
1.06K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
127+ 10.01% |
$63.1K - $78.5K
|
1.4K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
127+ 5.89% |
$63.1K - $78.5K
|
2.28K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
127+ 25.45% |
$63.1K - $78.5K
|
626
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
127+ 0.79% |
$63.1K - $78.5K
|
16.3K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
126+ 0.39% |
$62.6K - $77.8K
|
32.6K
$21.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
125+ 3.54% |
$62.1K - $77.2K
|
3.65K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
125+ 10.02% |
$62.1K - $77.2K
|
1.37K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
125+ 7.44% |
$62.1K - $77.2K
|
1.81K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
125+ 10.58% |
$62.1K - $77.2K
|
1.31K
$852K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
124+ 0.24% |
$61.6K - $76.6K
|
51.6K
$33.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
124+ 0.89% |
$61.6K - $76.6K
|
14K
$9.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
123+ 2.9% |
$61.1K - $76K
|
4.37K
$2.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
123+ 11.1% |
$61.1K - $76K
|
1.23K
$803K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
123+ 1.65% |
$61.1K - $76K
|
7.56K
$4.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
122+ 3.77% |
$60.6K - $75.4K
|
3.36K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
122+ 1.3% |
$60.6K - $75.4K
|
9.52K
$6.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
122+ 0.63% |
$60.6K - $75.4K
|
19.6K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
121+ 6.64% |
$60.1K - $74.8K
|
1.94K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
120+ 7.46% |
$59.6K - $74.1K
|
1.73K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
119+ 0.71% |
$59.1K - $73.5K
|
17K
$11.1M
|