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 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.24% |
$22.3K - $27.8K
|
3.58K
$2.33M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-45- 41.67% |
$22.3K - $27.8K
|
63
$41.1K
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-45- 10.02% |
$22.3K - $27.8K
|
404
$263K
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-46- 10.6% |
$22.8K - $28.4K
|
388
$253K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-47- 2.8% |
$23.3K - $29K
|
1.63K
$1.06M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-47- 5.04% |
$23.3K - $29K
|
886
$578K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-47- 0.42% |
$23.3K - $29K
|
11.1K
$7.23M
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-47- 3.83% |
$23.3K - $29K
|
1.18K
$770K
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-47- 3.47% |
$23.3K - $29K
|
1.31K
$853K
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-47- 0.52% |
$23.3K - $29K
|
9.08K
$5.92M
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-48- 7.75% |
$23.8K - $29.7K
|
571
$372K
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-48- 1.44% |
$23.8K - $29.7K
|
3.28K
$2.14M
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-48- 6.84% |
$23.8K - $29.7K
|
654
$427K
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-48- 5.52% |
$23.8K - $29.7K
|
822
$536K
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-49- 0.28% |
$24.3K - $30.3K
|
17.5K
$11.4M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-49- 0.82% |
$24.3K - $30.3K
|
5.96K
$3.88M
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-49- 0.54% |
$24.3K - $30.3K
|
9.07K
$5.91M
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-50- 2.66% |
$24.8K - $30.9K
|
1.83K
$1.19M
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-50- 1.05% |
$24.8K - $30.9K
|
4.71K
$3.07M
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-50- 4.83% |
$24.8K - $30.9K
|
985
$642K
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-50- 1.17% |
$24.8K - $30.9K
|
4.23K
$2.76M
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-50- 0.28% |
$24.8K - $30.9K
|
17.8K
$11.6M
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-50- 0.96% |
$24.8K - $30.9K
|
5.16K
$3.37M
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-50- 0.43% |
$24.8K - $30.9K
|
11.6K
$7.58M
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 1.33% |
$24.8K - $30.9K
|
3.71K
$2.42M
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-50- 6.2% |
$24.8K - $30.9K
|
756
$493K
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-50- 11.24% |
$24.8K - $30.9K
|
395
$258K
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-50- 0.15% |
$24.8K - $30.9K
|
34.2K
$22.3M
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-50- 10.53% |
$24.8K - $30.9K
|
425
$277K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.8% |
$25.3K - $31.5K
|
6.31K
$4.12M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-51- 6.46% |
$25.3K - $31.5K
|
739
$482K
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-51- 1.63% |
$25.3K - $31.5K
|
3.08K
$2.01M
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-51- 0.31% |
$25.3K - $31.5K
|
16.6K
$10.9M
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-51- 3.18% |
$25.3K - $31.5K
|
1.55K
$1.01M
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-51- 1.8% |
$25.3K - $31.5K
|
2.78K
$1.81M
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-51- 0.66% |
$25.3K - $31.5K
|
7.68K
$5.01M
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-51- 0.07% |
$25.3K - $31.5K
|
72.2K
$47.1M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-52- 1.88% |
$25.8K - $32.1K
|
2.72K
$1.77M
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-52- 1.47% |
$25.8K - $32.1K
|
3.48K
$2.27M
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-52- 7.47% |
$25.8K - $32.1K
|
644
$420K
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-53- 3.06% |
$26.3K - $32.7K
|
1.68K
$1.09M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-53- 1.79% |
$26.3K - $32.7K
|
2.91K
$1.89M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-53- 39.26% |
$26.3K - $32.7K
|
82
$53.5K
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-54- 3.17% |
$26.8K - $33.4K
|
1.65K
$1.08M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-55- 4.76% |
$27.3K - $34K
|
1.1K
$717K
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-55- 3.38% |
$27.3K - $34K
|
1.57K
$1.02M
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-55- 1.03% |
$27.3K - $34K
|
5.29K
$3.45M
|
|
Aug 07, 2025
Q2 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-55- 6.04% |
$27.3K - $34K
|
855
$558K
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-55- 9.6% |
$27.3K - $34K
|
518
$338K
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-56- 5.46% |
$27.8K - $34.6K
|
969
$632K
|