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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-12- 0.11% |
$5.96K - $7.41K
|
11.2K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-13- 0.28% |
$6.45K - $8.03K
|
4.68K
$3.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-13- 0.49% |
$6.45K - $8.03K
|
2.62K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-13- 0.12% |
$6.45K - $8.03K
|
10.8K
$7.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-13- 0.34% |
$6.45K - $8.03K
|
3.79K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-14- 1.06% |
$6.95K - $8.65K
|
1.31K
$854K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-14- 0.55% |
$6.95K - $8.65K
|
2.53K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-14- 0.36% |
$6.95K - $8.65K
|
3.84K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-14- 2.03% |
$6.95K - $8.65K
|
675
$440K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-15- 3.3% |
$7.45K - $9.27K
|
440
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 0.8% |
$7.45K - $9.27K
|
1.86K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 0.51% |
$7.45K - $9.27K
|
2.96K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-15- 0.46% |
$7.45K - $9.27K
|
3.26K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15- 0.68% |
$7.45K - $9.27K
|
2.2K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-15- 1.34% |
$7.45K - $9.27K
|
1.11K
$723K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.98% |
$7.45K - $9.27K
|
1.52K
$990K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.4% |
$7.45K - $9.27K
|
3.69K
$2.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.59% |
$7.45K - $9.27K
|
2.53K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.98% |
$7.94K - $9.89K
|
1.61K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-16- 1.91% |
$7.94K - $9.89K
|
820
$535K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-17- 3.63% |
$8.44K - $10.5K
|
451
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-17- 1.48% |
$8.44K - $10.5K
|
1.13K
$737K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-17- 1.39% |
$8.44K - $10.5K
|
1.2K
$784K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-17- 0.26% |
$8.44K - $10.5K
|
6.55K
$4.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-17- 2.5% |
$8.44K - $10.5K
|
664
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-17- 1.28% |
$8.44K - $10.5K
|
1.31K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-17- 1.32% |
$8.44K - $10.5K
|
1.27K
$827K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-17- 3.79% |
$8.44K - $10.5K
|
432
$282K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-18- 0.28% |
$8.94K - $11.1K
|
6.49K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-18- 0.44% |
$8.94K - $11.1K
|
4.07K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-18- 0.82% |
$8.94K - $11.1K
|
2.17K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-18- 0.43% |
$8.94K - $11.1K
|
4.16K
$2.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-19- 0.19% |
$9.43K - $11.7K
|
10.1K
$6.59M
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-19- 1.51% |
$9.43K - $11.7K
|
1.24K
$811K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-19- 0.55% |
$9.43K - $11.7K
|
3.42K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-19- 0.55% |
$9.43K - $11.7K
|
3.41K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-19- 4.73% |
$9.43K - $11.7K
|
383
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-19- 3.36% |
$9.43K - $11.7K
|
546
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 1.75% |
$9.43K - $11.7K
|
1.06K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-19- 0.3% |
$9.43K - $11.7K
|
6.24K
$4.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 2.16% |
$9.93K - $12.4K
|
905
$590K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-20- 5.63% |
$9.93K - $12.4K
|
335
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-20- 1.3% |
$9.93K - $12.4K
|
1.52K
$992K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-21- 1.76% |
$10.4K - $13K
|
1.18K
$766K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21- 3.08% |
$10.4K - $13K
|
660
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.28% |
$10.4K - $13K
|
7.45K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-21- 0.21% |
$10.4K - $13K
|
9.96K
$6.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-21- 0.86% |
$10.4K - $13K
|
2.43K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-21- 0.66% |
$10.4K - $13K
|
3.15K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.06% |
$10.4K - $13K
|
35.1K
$22.9M
|