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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
26+ 1.02% |
$12.9K - $16.1K
|
2.57K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
26+ 0.63% |
$12.9K - $16.1K
|
4.13K
$2.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
25+ 1.9% |
$12.4K - $15.4K
|
1.34K
$875K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
25+ 2.33% |
$12.4K - $15.4K
|
1.1K
$717K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
25+ 0.4% |
$12.4K - $15.4K
|
6.23K
$4.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
25+ 4.96% |
$12.4K - $15.4K
|
529
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
25+ 3.51% |
$12.4K - $15.4K
|
737
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
25+ 2.08% |
$12.4K - $15.4K
|
1.23K
$799K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
25+ 1.54% |
$12.4K - $15.4K
|
1.65K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$12.4K - $15.4K
|
5.52K
$3.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
25+ 6.74% |
$12.4K - $15.4K
|
396
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
25+ 2.23% |
$12.4K - $15.4K
|
1.15K
$747K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.4% |
$12.4K - $15.4K
|
6.21K
$4.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
25+ 1.57% |
$12.4K - $15.4K
|
1.62K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.45% |
$11.9K - $14.8K
|
1K
$654K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
24+ 1.81% |
$11.9K - $14.8K
|
1.35K
$882K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
24+ 4.05% |
$11.9K - $14.8K
|
616
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
24+ 1.47% |
$11.9K - $14.8K
|
1.66K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 1.18% |
$11.4K - $14.2K
|
1.96K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
23+ 1.09% |
$11.4K - $14.2K
|
2.13K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
23+ 0.06% |
$11.4K - $14.2K
|
41.1K
$26.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
23+ 0.51% |
$11.4K - $14.2K
|
4.5K
$2.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
23New |
$11.4K - $14.2K
|
23
$15K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
22+ 1.52% |
$10.9K - $13.6K
|
1.47K
$955K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.39% |
$10.9K - $13.6K
|
1.61K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
21+ 0.42% |
$10.4K - $13K
|
5.02K
$3.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
21+ 1.37% |
$10.4K - $13K
|
1.56K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21+ 0.68% |
$10.4K - $13K
|
3.09K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
21+ 0.71% |
$10.4K - $13K
|
2.96K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.75% |
$9.93K - $12.4K
|
2.68K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$9.93K - $12.4K
|
3.38K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
20+ 0.69% |
$9.93K - $12.4K
|
2.93K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.8% |
$9.93K - $12.4K
|
2.52K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 1.89% |
$9.93K - $12.4K
|
1.08K
$704K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20New |
$9.93K - $12.4K
|
20
$13K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 1.37% |
$9.93K - $12.4K
|
1.48K
$967K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.23% |
$9.93K - $12.4K
|
8.86K
$5.78M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.53% |
$9.43K - $11.7K
|
558
$364K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.22% |
$9.43K - $11.7K
|
609
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
19+ 3.14% |
$9.43K - $11.7K
|
625
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19+ 1.2% |
$9.43K - $11.7K
|
1.6K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
19+ 0.11% |
$9.43K - $11.7K
|
18K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
19+ 0.1% |
$9.43K - $11.7K
|
19.3K
$12.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
19+ 0.21% |
$9.43K - $11.7K
|
9.09K
$5.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
19+ 0.39% |
$9.43K - $11.7K
|
4.86K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
19+ 2.24% |
$9.43K - $11.7K
|
866
$565K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 4.06% |
$8.94K - $11.1K
|
461
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.01% |
$8.94K - $11.1K
|
143K
$93.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
18+ 0.3% |
$8.94K - $11.1K
|
5.99K
$3.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$8.94K - $11.1K
|
7.44K
$4.85M
|