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 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18+ 1.03% |
$8.94K - $11.1K
|
1.76K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18New |
$8.94K - $11.1K
|
18
$11.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.18% |
$8.44K - $10.5K
|
9.22K
$6.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17+ 0.08% |
$8.44K - $10.5K
|
21.5K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.2% |
$8.44K - $10.5K
|
8.72K
$5.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17+ 1.88% |
$8.44K - $10.5K
|
922
$601K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
17+ 0.31% |
$8.44K - $10.5K
|
5.42K
$3.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
17+ 0.77% |
$8.44K - $10.5K
|
2.22K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17+ 0.21% |
$8.44K - $10.5K
|
8.04K
$5.24M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
17+ 1.02% |
$8.44K - $10.5K
|
1.69K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
17+ 0.87% |
$8.44K - $10.5K
|
1.97K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.22% |
$7.94K - $9.89K
|
7.27K
$4.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
16+ 10.67% |
$7.94K - $9.89K
|
166
$108K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
16+ 0.21% |
$7.94K - $9.89K
|
7.72K
$5.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
16+ 2.45% |
$7.94K - $9.89K
|
669
$436K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16+ 0.4% |
$7.94K - $9.89K
|
3.98K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15+ 0.4% |
$7.45K - $9.27K
|
3.8K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
15+ 4.02% |
$7.45K - $9.27K
|
388
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.2% |
$7.45K - $9.27K
|
7.45K
$4.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 1.03% |
$7.45K - $9.27K
|
1.47K
$958K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15+ 1.66% |
$7.45K - $9.27K
|
919
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
14+ 0.28% |
$6.95K - $8.65K
|
4.96K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
14+ 3.37% |
$6.95K - $8.65K
|
429
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13+ 0.35% |
$6.45K - $8.03K
|
3.75K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
13+ 1.34% |
$6.45K - $8.03K
|
980
$639K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
13+ 1.23% |
$6.45K - $8.03K
|
1.07K
$697K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
13+ 0.15% |
$6.45K - $8.03K
|
8.97K
$5.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
13+ 0.3% |
$6.45K - $8.03K
|
4.39K
$2.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
13+ 1.85% |
$6.45K - $8.03K
|
714
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
13+ 2.95% |
$6.45K - $8.03K
|
453
$295K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
12+ 2.58% |
$5.96K - $7.41K
|
478
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
12+ 1.97% |
$5.96K - $7.41K
|
621
$405K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
12+ 0.71% |
$5.96K - $7.41K
|
1.71K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12+ 2.09% |
$5.96K - $7.41K
|
585
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Emory University
Atlanta, GA |
BUY
|
- |
12+ 1.69% |
$5.96K - $7.41K
|
720
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
11+ 0.41% |
$5.46K - $6.8K
|
2.69K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.41% |
$5.46K - $6.8K
|
2.67K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
11+ 0.24% |
$5.46K - $6.8K
|
4.62K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
11+ 0.01% |
$5.46K - $6.8K
|
171K
$111M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.3% |
$4.96K - $6.18K
|
3.35K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.26% |
$4.96K - $6.18K
|
3.87K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10+ 0.57% |
$4.96K - $6.18K
|
1.78K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10+ 0.6% |
$4.96K - $6.18K
|
1.69K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10+ 0.25% |
$4.96K - $6.18K
|
3.98K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.06% |
$4.96K - $6.18K
|
18.2K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 0.92% |
$4.96K - $6.18K
|
1.09K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
10+ 6.94% |
$4.96K - $6.18K
|
154
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$4.96K - $6.18K
|
4.46K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10+ 1.13% |
$4.96K - $6.18K
|
893
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 1.22% |
$4.47K - $5.56K
|
744
$485K
|