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 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
119+ 9.15% |
$59.1K - $73.5K
|
1.42K
$925K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 16.81% |
$58.6K - $72.9K
|
820
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
116+ 5.08% |
$57.6K - $71.7K
|
2.4K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
116+ 504.35% |
$57.6K - $71.7K
|
139
$90.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
115+ 14.92% |
$57.1K - $71.1K
|
886
$578K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
115+ 16.86% |
$57.1K - $71.1K
|
797
$520K
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
115+ 5.72% |
$57.1K - $71.1K
|
2.12K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
115+ 31.25% |
$57.1K - $71.1K
|
483
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
115+ 2.22% |
$57.1K - $71.1K
|
5.29K
$3.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
114+ 0.82% |
$56.6K - $70.4K
|
13.9K
$9.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
113+ 8.11% |
$56.1K - $69.8K
|
1.51K
$983K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
110+ 21.03% |
$54.6K - $68K
|
633
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
110+ 2.55% |
$54.6K - $68K
|
4.42K
$2.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
110New |
$54.6K - $68K
|
110
$71.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
110+ 0.88% |
$54.6K - $68K
|
12.6K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
110+ 1.71% |
$54.6K - $68K
|
6.55K
$4.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
108+ 26.34% |
$53.6K - $66.7K
|
518
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
107+ 0.56% |
$53.1K - $66.1K
|
19.4K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
107+ 2.41% |
$53.1K - $66.1K
|
4.55K
$2.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
107+ 19.53% |
$53.1K - $66.1K
|
655
$427K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
106+ 15.06% |
$52.6K - $65.5K
|
810
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
106+ 3.34% |
$52.6K - $65.5K
|
3.28K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
106+ 5.44% |
$52.6K - $65.5K
|
2.05K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
106+ 0.54% |
$52.6K - $65.5K
|
19.7K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
105+ 10.04% |
$52.1K - $64.9K
|
1.15K
$751K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
105+ 145.83% |
$52.1K - $64.9K
|
177
$115K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
105+ 1.66% |
$52.1K - $64.9K
|
6.43K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.52% |
$52.1K - $64.9K
|
7K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
105+ 1.4% |
$52.1K - $64.9K
|
7.63K
$4.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
104+ 3.67% |
$51.6K - $64.3K
|
2.94K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
104+ 11.08% |
$51.6K - $64.3K
|
1.04K
$680K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
104+ 6.48% |
$51.6K - $64.3K
|
1.71K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
104+ 6.7% |
$51.6K - $64.3K
|
1.66K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
104+ 0.89% |
$51.6K - $64.3K
|
11.7K
$7.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
103+ 3.12% |
$51.1K - $63.6K
|
3.41K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
103+ 3.19% |
$51.1K - $63.6K
|
3.33K
$2.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
103+ 0.27% |
$51.1K - $63.6K
|
38.7K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
103+ 0.09% |
$51.1K - $63.6K
|
116K
$75.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
102+ 5.21% |
$50.6K - $63K
|
2.06K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
102+ 5.01% |
$50.6K - $63K
|
2.14K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
101+ 9.47% |
$50.1K - $62.4K
|
1.17K
$761K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
101+ 0.38% |
$50.1K - $62.4K
|
26.7K
$17.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 8.06% |
$49.6K - $61.8K
|
1.34K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
100+ 18.05% |
$49.6K - $61.8K
|
654
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100+ 4.1% |
$49.6K - $61.8K
|
2.54K
$1.66M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
100+ 19.84% |
$49.6K - $61.8K
|
604
$394K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
100+ 6.72% |
$49.6K - $61.8K
|
1.59K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
99+ 23.13% |
$49.2K - $61.2K
|
527
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
99+ 7.48% |
$49.2K - $61.2K
|
1.42K
$928K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
98+ 4.65% |
$48.7K - $60.5K
|
2.21K
$1.44M
|