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 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
33+ 0.13% |
$16.4K - $20.4K
|
24.8K
$16.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
33+ 3.56% |
$16.4K - $20.4K
|
961
$627K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
33+ 0.67% |
$16.4K - $20.4K
|
4.98K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
33+ 7.04% |
$16.4K - $20.4K
|
502
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32+ 3.73% |
$15.9K - $19.8K
|
890
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.15% |
$15.9K - $19.8K
|
21.9K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
32+ 21.19% |
$15.9K - $19.8K
|
183
$119K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
32+ 0.54% |
$15.9K - $19.8K
|
5.97K
$3.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
32+ 0.94% |
$15.9K - $19.8K
|
3.45K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
31+ 4.74% |
$15.4K - $19.2K
|
685
$447K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
31+ 3.04% |
$15.4K - $19.2K
|
1.05K
$685K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
31+ 5.69% |
$15.4K - $19.2K
|
576
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
31+ 2.75% |
$15.4K - $19.2K
|
1.16K
$757K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31+ 2.24% |
$15.4K - $19.2K
|
1.42K
$924K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
31+ 3.74% |
$15.4K - $19.2K
|
860
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
31+ 4.73% |
$15.4K - $19.2K
|
686
$447K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
30+ 3.39% |
$14.9K - $18.5K
|
914
$596K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
30+ 3.18% |
$14.9K - $18.5K
|
974
$635K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30+ 0.15% |
$14.9K - $18.5K
|
20.4K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
30+ 0.1% |
$14.9K - $18.5K
|
31.4K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
30+ 0.36% |
$14.9K - $18.5K
|
8.25K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 15.79% |
$14.9K - $18.5K
|
220
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
30+ 5.61% |
$14.9K - $18.5K
|
565
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
30+ 0.62% |
$14.9K - $18.5K
|
4.9K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.78% |
$14.4K - $17.9K
|
3.76K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
29+ 2.92% |
$14.4K - $17.9K
|
1.02K
$666K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
29+ 1.22% |
$14.4K - $17.9K
|
2.4K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
29+ 1.23% |
$14.4K - $17.9K
|
2.39K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.29% |
$14.4K - $17.9K
|
10K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
29+ 1.01% |
$14.4K - $17.9K
|
2.9K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
29+ 3.01% |
$14.4K - $17.9K
|
992
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
28+ 3.1% |
$13.9K - $17.3K
|
932
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
28+ 3.39% |
$13.9K - $17.3K
|
854
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
28+ 1.38% |
$13.9K - $17.3K
|
2.05K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
28+ 1.99% |
$13.9K - $17.3K
|
1.44K
$938K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
28+ 215.38% |
$13.9K - $17.3K
|
41
$26.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
28+ 2.78% |
$13.9K - $17.3K
|
1.04K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
28+ 0.12% |
$13.9K - $17.3K
|
22.6K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
28+ 0.72% |
$13.9K - $17.3K
|
3.9K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27+ 13.3% |
$13.4K - $16.7K
|
230
$150K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
27+ 2.4% |
$13.4K - $16.7K
|
1.15K
$750K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
27+ 0.98% |
$13.4K - $16.7K
|
2.79K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
27+ 0.25% |
$13.4K - $16.7K
|
10.7K
$6.98M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
27+ 1.32% |
$13.4K - $16.7K
|
2.07K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.03% |
$12.9K - $16.1K
|
2.55K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
26+ 5.09% |
$12.9K - $16.1K
|
537
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
26+ 0.19% |
$12.9K - $16.1K
|
14K
$9.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.31% |
$12.9K - $16.1K
|
8.36K
$5.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
26+ 0.52% |
$12.9K - $16.1K
|
5.04K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
26+ 1.23% |
$12.9K - $16.1K
|
2.14K
$1.39M
|