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 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-7- 0.08% |
$3.48K - $4.32K
|
8.66K
$5.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.26% |
$3.48K - $4.32K
|
2.67K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7- 0.77% |
$3.48K - $4.32K
|
905
$590K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-7- 0.55% |
$3.48K - $4.32K
|
1.27K
$831K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7- 1.7% |
$3.48K - $4.32K
|
404
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7- 0.93% |
$3.48K - $4.32K
|
748
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-7- 1.28% |
$3.48K - $4.32K
|
540
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-7- 0.08% |
$3.48K - $4.32K
|
8.53K
$5.56M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-7- 0.12% |
$3.48K - $4.32K
|
6.02K
$3.93M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 9.76% |
$3.97K - $4.94K
|
74
$48.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.36% |
$3.97K - $4.94K
|
2.21K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-8- 0.4% |
$3.97K - $4.94K
|
1.99K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-8- 1.59% |
$3.97K - $4.94K
|
494
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 0.17% |
$3.97K - $4.94K
|
4.81K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-8- 1.15% |
$3.97K - $4.94K
|
688
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-8- 0.13% |
$3.97K - $4.94K
|
5.93K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-8- 1.4% |
$3.97K - $4.94K
|
563
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8- 1.17% |
$3.97K - $4.94K
|
678
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-8- 0.6% |
$3.97K - $4.94K
|
1.33K
$867K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.09% |
$4.47K - $5.56K
|
9.84K
$6.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$4.47K - $5.56K
|
8.98K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-9- 1.08% |
$4.47K - $5.56K
|
822
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.17% |
$4.47K - $5.56K
|
5.32K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-9- 0.3% |
$4.47K - $5.56K
|
2.97K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.1% |
$4.47K - $5.56K
|
8.65K
$5.64M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-9- 0.82% |
$4.47K - $5.56K
|
1.09K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.17% |
$4.47K - $5.56K
|
5.38K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 2.14% |
$4.96K - $6.18K
|
457
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.8% |
$4.96K - $6.18K
|
1.24K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.77% |
$4.96K - $6.18K
|
1.29K
$839K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10- 1.24% |
$4.96K - $6.18K
|
798
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10- 1.19% |
$4.96K - $6.18K
|
833
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 2.14% |
$5.46K - $6.8K
|
502
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-11- 0.57% |
$5.46K - $6.8K
|
1.93K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-11- 0.08% |
$5.46K - $6.8K
|
13K
$8.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-11- 0.16% |
$5.46K - $6.8K
|
6.73K
$4.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-11- 0.15% |
$5.46K - $6.8K
|
7.32K
$4.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-11- 1.38% |
$5.46K - $6.8K
|
785
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11- 1.75% |
$5.46K - $6.8K
|
619
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-11- 1.8% |
$5.46K - $6.8K
|
601
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.61% |
$5.46K - $6.8K
|
1.78K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-12- 1.23% |
$5.96K - $7.41K
|
964
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-12- 2.9% |
$5.96K - $7.41K
|
402
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 0.09% |
$5.96K - $7.41K
|
13.7K
$8.91M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-12- 0.55% |
$5.96K - $7.41K
|
2.18K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 1.14% |
$5.96K - $7.41K
|
1.04K
$677K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-12- 1.58% |
$5.96K - $7.41K
|
747
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-12- 0.61% |
$5.96K - $7.41K
|
1.96K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-12- 1.58% |
$5.96K - $7.41K
|
749
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-12- 0.87% |
$5.96K - $7.41K
|
1.37K
$894K
|