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 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$993 - $1.24K
|
7.87K
$5.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.12% |
$993 - $1.24K
|
1.74K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2- 0.08% |
$993 - $1.24K
|
2.62K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-2- 0.12% |
$993 - $1.24K
|
1.63K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2- 1.64% |
$993 - $1.24K
|
120
$78.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2- 0.16% |
$993 - $1.24K
|
1.28K
$835K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2- 0.05% |
$993 - $1.24K
|
3.77K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2- 0.25% |
$993 - $1.24K
|
809
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-2- 0.11% |
$993 - $1.24K
|
1.89K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2- 0.11% |
$993 - $1.24K
|
1.85K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2- 0.07% |
$993 - $1.24K
|
2.81K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-2- 0.12% |
$993 - $1.24K
|
1.65K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.16% |
$1.49K - $1.85K
|
1.88K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
2.02K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 1.28% |
$1.49K - $1.85K
|
232
$151K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3- 0.02% |
$1.49K - $1.85K
|
13.6K
$8.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
1.99K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-3- 0.44% |
$1.49K - $1.85K
|
685
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
SELL
|
- |
-3- 0.02% |
$1.49K - $1.85K
|
15.9K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.29K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4- 0.13% |
$1.99K - $2.47K
|
3.15K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.75K
$4.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 6.78% |
$1.99K - $2.47K
|
55
$35.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.64K
$4.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-4- 4.71% |
$1.99K - $2.47K
|
81
$52.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.11% |
$1.99K - $2.47K
|
3.73K
$2.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-4- 0.1% |
$1.99K - $2.47K
|
4.15K
$2.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.99K - $2.47K
|
2.11K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.09% |
$2.48K - $3.09K
|
5.84K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.77% |
$2.48K - $3.09K
|
648
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5- 0.19% |
$2.48K - $3.09K
|
2.66K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-5- 0.07% |
$2.48K - $3.09K
|
7.39K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.57% |
$2.48K - $3.09K
|
878
$573K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-5- 0.87% |
$2.48K - $3.09K
|
569
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-5- 0.23% |
$2.48K - $3.09K
|
2.19K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$2.48K - $3.09K
|
7.7K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-5- 1.38% |
$2.48K - $3.09K
|
358
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$2.48K - $3.09K
|
11.1K
$7.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-5- 0.02% |
$2.48K - $3.09K
|
32.5K
$21.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6- 0.01% |
$2.98K - $3.71K
|
64.8K
$42.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6- 0.11% |
$2.98K - $3.71K
|
5.68K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6- 0.69% |
$2.98K - $3.71K
|
862
$562K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-6- 0.92% |
$2.98K - $3.71K
|
645
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.02% |
$2.98K - $3.71K
|
30.6K
$20M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-6- 0.24% |
$2.98K - $3.71K
|
2.54K
$1.66M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-6- 0.22% |
$2.98K - $3.71K
|
2.71K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6- 0.2% |
$2.98K - $3.71K
|
3.05K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6- 0.18% |
$2.98K - $3.71K
|
3.29K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6- 0.36% |
$2.98K - $3.71K
|
1.64K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6- 6.9% |
$2.98K - $3.71K
|
81
$52.8K
|