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
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
77+ 513.33% |
$38.2K - $47.6K
|
92
$60K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
77+ 0.5% |
$38.2K - $47.6K
|
15.4K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
76+ 1.07% |
$37.7K - $47K
|
7.17K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
76+ 14.02% |
$37.7K - $47K
|
618
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75+ 16.16% |
$37.2K - $46.3K
|
539
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
75+ 1.61% |
$37.2K - $46.3K
|
4.72K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
75+ 2.65% |
$37.2K - $46.3K
|
2.91K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
75+ 7.69% |
$37.2K - $46.3K
|
1.05K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
73+ 0.16% |
$36.2K - $45.1K
|
46.7K
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
73+ 6.89% |
$36.2K - $45.1K
|
1.13K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
72+ 4.76% |
$35.7K - $44.5K
|
1.59K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
71+ 0.15% |
$35.3K - $43.9K
|
46.1K
$30.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71+ 3.09% |
$35.3K - $43.9K
|
2.37K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.09% |
$35.3K - $43.9K
|
75.3K
$49.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
71+ 6.09% |
$35.3K - $43.9K
|
1.24K
$807K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70+ 1.61% |
$34.8K - $43.2K
|
4.42K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 1.16% |
$34.8K - $43.2K
|
6.09K
$3.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
70+ 0.36% |
$34.8K - $43.2K
|
19.5K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
70New |
$34.8K - $43.2K
|
70
$45.7K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
69+ 1.08% |
$34.3K - $42.6K
|
6.45K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
69+ 5.37% |
$34.3K - $42.6K
|
1.35K
$882K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
68+ 1.52% |
$33.8K - $42K
|
4.53K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67+ 6.06% |
$33.3K - $41.4K
|
1.17K
$765K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
67+ 0.98% |
$33.3K - $41.4K
|
6.89K
$4.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
67+ 2.53% |
$33.3K - $41.4K
|
2.72K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
67+ 7.31% |
$33.3K - $41.4K
|
984
$642K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
66+ 54.55% |
$32.8K - $40.8K
|
187
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
66+ 12.07% |
$32.8K - $40.8K
|
613
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65+ 17.2% |
$32.3K - $40.2K
|
443
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$31.8K - $39.5K
|
64
$41.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
64+ 0.56% |
$31.8K - $39.5K
|
11.6K
$7.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
64+ 0.94% |
$31.8K - $39.5K
|
6.87K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
64+ 0.06% |
$31.8K - $39.5K
|
98.8K
$64.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
64+ 31.84% |
$31.8K - $39.5K
|
265
$173K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
62+ 6.21% |
$30.8K - $38.3K
|
1.06K
$691K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
62+ 1.42% |
$30.8K - $38.3K
|
4.43K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
61+ 1.57% |
$30.3K - $37.7K
|
3.96K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
61+ 0.31% |
$30.3K - $37.7K
|
20K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61+ 1.13% |
$30.3K - $37.7K
|
5.44K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
61+ 0.23% |
$30.3K - $37.7K
|
26.5K
$17.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
60+ 4.55% |
$29.8K - $37.1K
|
1.38K
$899K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
59+ 11.73% |
$29.3K - $36.5K
|
562
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
59+ 2.89% |
$29.3K - $36.5K
|
2.1K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
58+ 0.81% |
$28.8K - $35.8K
|
7.26K
$4.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
57+ 10.84% |
$28.3K - $35.2K
|
583
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
57+ 16.76% |
$28.3K - $35.2K
|
397
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
57+ 0.27% |
$28.3K - $35.2K
|
21.1K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
56+ 0.31% |
$27.8K - $34.6K
|
18.4K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 3.56% |
$27.3K - $34K
|
1.6K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
54+ 2.0% |
$26.8K - $33.4K
|
2.75K
$1.8M
|