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 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9+ 0.24% |
$4.47K - $5.56K
|
3.78K
$2.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9+ 0.11% |
$4.47K - $5.56K
|
8.33K
$5.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9+ 4.89% |
$4.47K - $5.56K
|
193
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
9+ 0.57% |
$4.47K - $5.56K
|
1.6K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
9+ 0.17% |
$4.47K - $5.56K
|
5.35K
$3.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
9+ 0.6% |
$4.47K - $5.56K
|
1.51K
$986K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
9+ 0.26% |
$4.47K - $5.56K
|
3.41K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
8+ 0.06% |
$3.97K - $4.94K
|
12.5K
$8.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8+ 0.93% |
$3.97K - $4.94K
|
870
$567K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8+ 1.17% |
$3.97K - $4.94K
|
693
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
8+ 0.16% |
$3.97K - $4.94K
|
5.11K
$3.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.9% |
$3.97K - $4.94K
|
895
$584K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
8+ 0.02% |
$3.97K - $4.94K
|
32.6K
$21.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8+ 0.51% |
$3.97K - $4.94K
|
1.56K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
8+ 0.59% |
$3.97K - $4.94K
|
1.36K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
8+ 0.75% |
$3.97K - $4.94K
|
1.07K
$698K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.72% |
$3.48K - $4.32K
|
984
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.48K - $4.32K
|
2.38K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.28% |
$3.48K - $4.32K
|
2.49K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
7+ 0.78% |
$3.48K - $4.32K
|
899
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.03% |
$3.48K - $4.32K
|
22K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6+ 0.14% |
$2.98K - $3.71K
|
4.31K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
6+ 0.43% |
$2.98K - $3.71K
|
1.4K
$911K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
6+ 1.1% |
$2.98K - $3.71K
|
553
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.22% |
$2.98K - $3.71K
|
2.79K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$2.98K - $3.71K
|
1.84K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
6+ 0.3% |
$2.98K - $3.71K
|
2.02K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.77% |
$2.98K - $3.71K
|
787
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$2.98K - $3.71K
|
1.69K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
6+ 0.27% |
$2.98K - $3.71K
|
2.26K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
6+ 0.63% |
$2.98K - $3.71K
|
959
$625K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 1.03% |
$2.48K - $3.09K
|
492
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5+ 0.49% |
$2.48K - $3.09K
|
1.03K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5+ 0.08% |
$2.48K - $3.09K
|
6.6K
$4.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.73% |
$2.48K - $3.09K
|
689
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.33% |
$2.48K - $3.09K
|
1.54K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 1.86% |
$2.48K - $3.09K
|
274
$179K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$2.48K - $3.09K
|
1.71K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5+ 1.03% |
$2.48K - $3.09K
|
490
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.48K - $3.09K
|
1.19K
$776K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.05% |
$2.48K - $3.09K
|
9.22K
$6.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.02% |
$2.48K - $3.09K
|
27K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
5+ 0.1% |
$2.48K - $3.09K
|
5.12K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5+ 0.3% |
$2.48K - $3.09K
|
1.66K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5+ 0.2% |
$2.48K - $3.09K
|
2.53K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
5+ 0.23% |
$2.48K - $3.09K
|
2.17K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4+ 0.21% |
$1.99K - $2.47K
|
1.9K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4+ 0.76% |
$1.99K - $2.47K
|
531
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
4+ 0.3% |
$1.99K - $2.47K
|
1.35K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.47K
|
10.4K
$6.78M
|