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 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 0.82% |
$26.8K - $33.4K
|
6.66K
$4.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
54+ 0.82% |
$26.8K - $33.4K
|
6.65K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
54+ 0.67% |
$26.8K - $33.4K
|
8.12K
$5.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54+ 6.62% |
$26.8K - $33.4K
|
870
$567K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
54+ 0.22% |
$26.8K - $33.4K
|
24.1K
$15.7M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
54+ 0.55% |
$26.8K - $33.4K
|
9.8K
$6.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
54+ 1.22% |
$26.8K - $33.4K
|
4.5K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
54+ 0.18% |
$26.8K - $33.4K
|
29.5K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 23.79% |
$26.8K - $33.4K
|
281
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
53+ 1.96% |
$26.3K - $32.7K
|
2.76K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
53+ 0.55% |
$26.3K - $32.7K
|
9.65K
$6.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
53+ 1.21% |
$26.3K - $32.7K
|
4.45K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
53+ 3.42% |
$26.3K - $32.7K
|
1.6K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
52+ 2.66% |
$25.8K - $32.1K
|
2K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
52+ 2.6% |
$25.8K - $32.1K
|
2.05K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
51+ 2.06% |
$25.3K - $31.5K
|
2.53K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
51+ 5.41% |
$25.3K - $31.5K
|
993
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 8.11% |
$25.3K - $31.5K
|
680
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
50New |
$24.8K - $30.9K
|
50
$32.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
50+ 3.86% |
$24.8K - $30.9K
|
1.35K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50+ 1.14% |
$24.8K - $30.9K
|
4.42K
$2.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
50+ 1.93% |
$24.8K - $30.9K
|
2.64K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
50+ 9.82% |
$24.8K - $30.9K
|
559
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 0.86% |
$24.8K - $30.9K
|
5.87K
$3.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
49+ 6.23% |
$24.3K - $30.3K
|
836
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
49+ 8.38% |
$24.3K - $30.3K
|
634
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
49+ 1.27% |
$24.3K - $30.3K
|
3.9K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
48+ 4.73% |
$23.8K - $29.7K
|
1.06K
$693K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
48+ 1.57% |
$23.8K - $29.7K
|
3.1K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
48+ 1.19% |
$23.8K - $29.7K
|
4.09K
$2.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48+ 1.61% |
$23.8K - $29.7K
|
3.03K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
48+ 3.4% |
$23.8K - $29.7K
|
1.46K
$952K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
47+ 0.2% |
$23.3K - $29K
|
23.2K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
47+ 0.08% |
$23.3K - $29K
|
62.5K
$40.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.52% |
$22.8K - $28.4K
|
8.86K
$5.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
46+ 0.54% |
$22.8K - $28.4K
|
8.49K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
46+ 3.26% |
$22.8K - $28.4K
|
1.46K
$950K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
45+ 0.42% |
$22.3K - $27.8K
|
10.8K
$7.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
45+ 1.54% |
$22.3K - $27.8K
|
2.97K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
45New |
$22.3K - $27.8K
|
45
$29.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
45+ 1.77% |
$22.3K - $27.8K
|
2.59K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
45+ 2.67% |
$22.3K - $27.8K
|
1.73K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
44+ 4.04% |
$21.8K - $27.2K
|
1.13K
$740K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
44+ 9.13% |
$21.8K - $27.2K
|
526
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
44+ 0.95% |
$21.8K - $27.2K
|
4.66K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
44+ 3.1% |
$21.8K - $27.2K
|
1.46K
$954K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
44+ 0.92% |
$21.8K - $27.2K
|
4.85K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
43+ 2.11% |
$21.3K - $26.6K
|
2.08K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
42+ 4.24% |
$20.9K - $25.9K
|
1.03K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
42+ 8.77% |
$20.9K - $25.9K
|
521
$340K
|