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 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
42+ 0.28% |
$20.9K - $25.9K
|
14.9K
$9.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 1.58% |
$20.9K - $25.9K
|
2.7K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
42+ 4.2% |
$20.9K - $25.9K
|
1.04K
$680K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41+ 0.62% |
$20.4K - $25.3K
|
6.67K
$4.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
41+ 1.97% |
$20.4K - $25.3K
|
2.12K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 0.66% |
$20.4K - $25.3K
|
6.26K
$4.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
40+ 3.21% |
$19.9K - $24.7K
|
1.29K
$838K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
40+ 8.89% |
$19.9K - $24.7K
|
490
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
40+ 0.06% |
$19.9K - $24.7K
|
63.7K
$41.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
40+ 0.66% |
$19.9K - $24.7K
|
6.11K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
40New |
$19.9K - $24.7K
|
40
$26.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
40+ 2.1% |
$19.9K - $24.7K
|
1.95K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 285.71% |
$19.9K - $24.7K
|
54
$35.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
39+ 6.82% |
$19.4K - $24.1K
|
611
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
39+ 0.07% |
$19.4K - $24.1K
|
54.6K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39+ 8.53% |
$19.4K - $24.1K
|
496
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
38New |
$18.9K - $23.5K
|
38
$24.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
38+ 0.06% |
$18.9K - $23.5K
|
59.2K
$38.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
38+ 1.54% |
$18.9K - $23.5K
|
2.51K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.11% |
$18.9K - $23.5K
|
35.8K
$23.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
38+ 2.34% |
$18.9K - $23.5K
|
1.66K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
38+ 3.53% |
$18.9K - $23.5K
|
1.12K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
38+ 1.21% |
$18.9K - $23.5K
|
3.19K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
37+ 3.78% |
$18.4K - $22.9K
|
1.02K
$663K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
37+ 0.2% |
$18.4K - $22.9K
|
18.6K
$12.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
37+ 1.18% |
$18.4K - $22.9K
|
3.18K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
37+ 0.36% |
$18.4K - $22.9K
|
10.2K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
37+ 1.39% |
$18.4K - $22.9K
|
2.7K
$1.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.2% |
$17.9K - $22.2K
|
17.6K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
36New |
$17.9K - $22.2K
|
36
$23.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
36+ 1.15% |
$17.9K - $22.2K
|
3.16K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
36+ 9.18% |
$17.9K - $22.2K
|
428
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
36+ 4.98% |
$17.9K - $22.2K
|
759
$495K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36+ 1.61% |
$17.9K - $22.2K
|
2.28K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36+ 2.6% |
$17.9K - $22.2K
|
1.42K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
36+ 5.97% |
$17.9K - $22.2K
|
639
$417K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 1.23% |
$17.4K - $21.6K
|
2.87K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
35+ 1.13% |
$17.4K - $21.6K
|
3.14K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35+ 5.65% |
$17.4K - $21.6K
|
654
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35+ 70.0% |
$17.4K - $21.6K
|
85
$55.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
35+ 12.92% |
$17.4K - $21.6K
|
306
$200K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
35+ 1.3% |
$17.4K - $21.6K
|
2.73K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
35+ 3.11% |
$17.4K - $21.6K
|
1.16K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.51% |
$17.4K - $21.6K
|
2.35K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
35+ 2.63% |
$17.4K - $21.6K
|
1.37K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
35+ 9.72% |
$17.4K - $21.6K
|
395
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 0.61% |
$16.9K - $21K
|
5.63K
$3.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
34+ 0.03% |
$16.9K - $21K
|
98K
$63.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
34+ 2.35% |
$16.9K - $21K
|
1.48K
$967K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
33+ 6.12% |
$16.4K - $20.4K
|
572
$373K
|