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
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.96% |
$13.9K - $17.3K
|
2.89K
$1.88M
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-28- 0.67% |
$13.9K - $17.3K
|
4.13K
$2.69M
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28- 4.06% |
$13.9K - $17.3K
|
662
$432K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-28- 0.6% |
$13.9K - $17.3K
|
4.64K
$3.03M
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-28- 0.05% |
$13.9K - $17.3K
|
61K
$39.8M
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-29- 0.48% |
$14.4K - $17.9K
|
6.06K
$3.95M
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.55K
$2.97M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29- 3.14% |
$14.4K - $17.9K
|
895
$584K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-29- 0.8% |
$14.4K - $17.9K
|
3.61K
$2.35M
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.58K
$2.99M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-29- 2.55% |
$14.4K - $17.9K
|
1.11K
$724K
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-29- 0.41% |
$14.4K - $17.9K
|
7.05K
$4.59M
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-29- 0.32% |
$14.4K - $17.9K
|
8.94K
$5.83M
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-29- 1.83% |
$14.4K - $17.9K
|
1.55K
$1.01M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 1.9% |
$14.4K - $17.9K
|
1.5K
$976K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-29- 13.43% |
$14.4K - $17.9K
|
187
$122K
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-29- 0.22% |
$14.4K - $17.9K
|
13K
$8.48M
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-29- 0.97% |
$14.4K - $17.9K
|
2.97K
$1.94M
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-29- 2.74% |
$14.4K - $17.9K
|
1.03K
$672K
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29- 4.57% |
$14.4K - $17.9K
|
606
$395K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-30- 0.35% |
$14.9K - $18.5K
|
8.67K
$5.65M
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-30- 0.67% |
$14.9K - $18.5K
|
4.44K
$2.9M
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-30- 0.47% |
$14.9K - $18.5K
|
6.3K
$4.11M
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 2.73% |
$15.4K - $19.2K
|
1.11K
$721K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-31- 0.61% |
$15.4K - $19.2K
|
5.02K
$3.27M
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-31- 1.66% |
$15.4K - $19.2K
|
1.83K
$1.19M
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-32- 1.12% |
$15.9K - $19.8K
|
2.84K
$1.85M
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-32- 20.0% |
$15.9K - $19.8K
|
128
$83.5K
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-32- 6.0% |
$15.9K - $19.8K
|
501
$327K
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-32- 0.63% |
$15.9K - $19.8K
|
5.08K
$3.31M
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-33- 0.27% |
$16.4K - $20.4K
|
12.1K
$7.88M
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-33- 2.26% |
$16.4K - $20.4K
|
1.42K
$929K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-34- 4.31% |
$16.9K - $21K
|
754
$492K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-34- 0.71% |
$16.9K - $21K
|
4.75K
$3.1M
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-34- 0.33% |
$16.9K - $21K
|
10.4K
$6.78M
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-34- 0.78% |
$16.9K - $21K
|
4.33K
$2.83M
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-34- 3.44% |
$16.9K - $21K
|
953
$622K
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-34- 13.99% |
$16.9K - $21K
|
209
$136K
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-34- 0.77% |
$16.9K - $21K
|
4.41K
$2.88M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 8.82% |
$17.4K - $21.6K
|
362
$236K
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-35- 1.22% |
$17.4K - $21.6K
|
2.83K
$1.84M
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-35- 8.56% |
$17.4K - $21.6K
|
374
$244K
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.66% |
$17.4K - $21.6K
|
2.08K
$1.36M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-35- 1.61% |
$17.4K - $21.6K
|
2.14K
$1.4M
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-35- 2.19% |
$17.4K - $21.6K
|
1.56K
$1.02M
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-35- 6.73% |
$17.4K - $21.6K
|
485
$316K
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$17.4K - $21.6K
|
17.8K
$11.6M
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-35- 0.04% |
$17.4K - $21.6K
|
83.8K
$54.7M
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-35- 0.92% |
$17.4K - $21.6K
|
3.76K
$2.45M
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-35- 3.1% |
$17.4K - $21.6K
|
1.09K
$714K
|