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 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.08% |
$1.99K - $2.47K
|
5.3K
$3.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.06% |
$1.99K - $2.47K
|
7.26K
$4.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 1.31% |
$1.99K - $2.47K
|
310
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4+ 0.33% |
$1.99K - $2.47K
|
1.21K
$789K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4+ 0.55% |
$1.99K - $2.47K
|
725
$473K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
4+ 0.22% |
$1.99K - $2.47K
|
1.82K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$1.99K - $2.47K
|
1.35K
$880K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.99K - $2.47K
|
1.04K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4+ 0.23% |
$1.99K - $2.47K
|
1.76K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4+ 0.52% |
$1.99K - $2.47K
|
766
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4+ 0.22% |
$1.99K - $2.47K
|
1.81K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.06% |
$1.99K - $2.47K
|
7.12K
$4.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4+ 0.06% |
$1.99K - $2.47K
|
6.86K
$4.47M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.47K
|
10.1K
$6.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.65% |
$1.49K - $1.85K
|
463
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.35K
$6.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.21K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.85K
|
9.13K
$5.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.04% |
$1.49K - $1.85K
|
7.91K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.49K - $1.85K
|
1.07K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Sl Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.49K - $1.85K
|
2.15K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.17% |
$1.49K - $1.85K
|
1.8K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
3+ 0.27% |
$1.49K - $1.85K
|
1.1K
$715K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.31% |
$1.49K - $1.85K
|
980
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
3+ 0.15% |
$1.49K - $1.85K
|
2K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.35% |
$1.49K - $1.85K
|
225
$147K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$1.49K - $1.85K
|
2.8K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.6% |
$1.49K - $1.85K
|
504
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3+ 0.28% |
$1.49K - $1.85K
|
1.06K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
3+ 0.67% |
$1.49K - $1.85K
|
449
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3+ 0.1% |
$1.49K - $1.85K
|
2.88K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
3+ 4.92% |
$1.49K - $1.85K
|
64
$41.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.01% |
$1.49K - $1.85K
|
29.6K
$19.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3+ 0.45% |
$1.49K - $1.85K
|
677
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.49K - $1.85K
|
912
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3+ 0.05% |
$1.49K - $1.85K
|
6.31K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3+ 0.08% |
$1.49K - $1.85K
|
3.65K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.39% |
$1.49K - $1.85K
|
766
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.06% |
$1.49K - $1.85K
|
4.75K
$3.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3+ 0.3% |
$1.49K - $1.85K
|
1.02K
$664K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.18% |
$1.49K - $1.85K
|
1.63K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$993 - $1.24K
|
3.52K
$2.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
666
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.08% |
$993 - $1.24K
|
2.42K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.57% |
$993 - $1.24K
|
353
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.04% |
$993 - $1.24K
|
5.31K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
668
$436K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$993 - $1.24K
|
2.7K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2+ 0.07% |
$993 - $1.24K
|
2.68K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2+ 0.16% |
$993 - $1.24K
|
1.27K
$830K
|