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
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.07% |
$496 - $618
|
1.53K
$997K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.08% |
$496 - $618
|
1.28K
$833K
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1+ 0.08% |
$496 - $618
|
1.27K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1+ 0.07% |
$496 - $618
|
1.46K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$496 - $618
|
3.22K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1+ 0.15% |
$496 - $618
|
671
$438K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
1+ 0.01% |
$496 - $618
|
11.5K
$7.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.01% |
$496 - $618
|
9.32K
$6.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.08% |
$496 - $618
|
1.2K
$782K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1+ 0.04% |
$496 - $618
|
2.59K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1+ 0.12% |
$496 - $618
|
815
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$496 - $618
|
2.99K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$496 - $618
|
1.3K
$847K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.02% |
$496 - $618
|
5.37K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.02% |
$496 - $618
|
5.87K
$3.83M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.1% |
$496 - $618
|
92
$60K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.06% |
$496 - $618
|
1.81K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1+ 0.12% |
$496 - $618
|
833
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$496 - $618
|
3.33K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$496 - $618
|
2.23K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1+ 0.01% |
$496 - $618
|
7.1K
$4.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.18% |
$496 - $618
|
562
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1+ 0.03% |
$496 - $618
|
2.95K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.07% |
$496 - $618
|
1.54K
$1M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1+ 0.04% |
$496 - $618
|
2.46K
$1.61M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
1+ 0.1% |
$496 - $618
|
1K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1- 0.25% |
$496 - $618
|
404
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
5.38K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1- 0.11% |
$496 - $618
|
885
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1- 0.13% |
$496 - $618
|
782
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.74K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1- 0.12% |
$496 - $618
|
833
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.8K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
4.88K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
4.7K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-1- 0.07% |
$496 - $618
|
1.48K
$966K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1- -0.0% |
$496 - $618
|
28.1K
$18.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1- 50.0% |
$496 - $618
|
1
$652
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$496 - $618
|
2.44K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.01% |
$496 - $618
|
16.9K
$11M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.22% |
$496 - $618
|
448
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1- 0.09% |
$496 - $618
|
1.09K
$714K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1- 0.24% |
$496 - $618
|
420
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.27K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1- 0.03% |
$496 - $618
|
3.3K
$2.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$993 - $1.24K
|
1.03K
$670K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.26% |
$993 - $1.24K
|
766
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.16% |
$993 - $1.24K
|
1.28K
$837K
|