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 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
98+ 3.07% |
$48.7K - $60.5K
|
3.29K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
98+ 2.95% |
$48.7K - $60.5K
|
3.42K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
98+ 4.24% |
$48.7K - $60.5K
|
2.41K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
97+ 3.48% |
$48.2K - $59.9K
|
2.89K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
97+ 23.89% |
$48.2K - $59.9K
|
503
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
97+ 18.95% |
$48.2K - $59.9K
|
609
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
97+ 2.48% |
$48.2K - $59.9K
|
4.01K
$2.62M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
97+ 1.0% |
$48.2K - $59.9K
|
9.82K
$6.4M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
96+ 0.67% |
$47.7K - $59.3K
|
14.5K
$9.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
95+ 13.87% |
$47.2K - $58.7K
|
780
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
95+ 0.76% |
$47.2K - $58.7K
|
12.7K
$8.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
95+ 10.1% |
$47.2K - $58.7K
|
1.04K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
95+ 0.82% |
$47.2K - $58.7K
|
11.6K
$7.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
95+ 0.3% |
$47.2K - $58.7K
|
31.6K
$20.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
94+ 12.29% |
$46.7K - $58.1K
|
859
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
94+ 22.93% |
$46.7K - $58.1K
|
504
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
94+ 1.59% |
$46.7K - $58.1K
|
6K
$3.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
92+ 1.79% |
$45.7K - $56.8K
|
5.23K
$3.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
92+ 0.38% |
$45.7K - $56.8K
|
24.4K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
92+ 0.41% |
$45.7K - $56.8K
|
22.5K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capco Asset Management, LLC
|
BUY
|
- |
91+ 413.64% |
$45.2K - $56.2K
|
113
$73.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90+ 2.66% |
$44.7K - $55.6K
|
3.47K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
90+ 3.33% |
$44.7K - $55.6K
|
2.79K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
90+ 1.09% |
$44.7K - $55.6K
|
8.33K
$5.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
90+ 3.6% |
$44.7K - $55.6K
|
2.59K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
90+ 0.36% |
$44.7K - $55.6K
|
25.2K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 0.92% |
$44.7K - $55.6K
|
9.92K
$6.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
90+ 27.86% |
$44.7K - $55.6K
|
413
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
89+ 1.99% |
$44.2K - $55K
|
4.57K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.29% |
$44.2K - $55K
|
3.97K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
89+ 0.1% |
$44.2K - $55K
|
89.9K
$58.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
88+ 1.53% |
$43.7K - $54.4K
|
5.85K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
87+ 1.51% |
$43.2K - $53.8K
|
5.84K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
86+ 0.89% |
$42.7K - $53.1K
|
9.78K
$6.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
85+ 1.34% |
$42.2K - $52.5K
|
6.41K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
85+ 9.63% |
$42.2K - $52.5K
|
968
$631K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 5.2% |
$41.7K - $51.9K
|
1.7K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
83+ 3.06% |
$41.2K - $51.3K
|
2.8K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
83+ 3.5% |
$41.2K - $51.3K
|
2.45K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
83+ 4.22% |
$41.2K - $51.3K
|
2.05K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
82+ 0.3% |
$40.7K - $50.7K
|
27.1K
$17.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
82+ 19.48% |
$40.7K - $50.7K
|
503
$328K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.03% |
$40.2K - $50K
|
7.91K
$5.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
81+ 2.94% |
$40.2K - $50K
|
2.83K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
81+ 6.09% |
$40.2K - $50K
|
1.41K
$920K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
79+ 0.73% |
$39.2K - $48.8K
|
10.9K
$7.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
79+ 4.56% |
$39.2K - $48.8K
|
1.81K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
79+ 0.17% |
$39.2K - $48.8K
|
46.8K
$30.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
78+ 0.49% |
$38.7K - $48.2K
|
16.1K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
78+ 1.88% |
$38.7K - $48.2K
|
4.22K
$2.75M
|