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 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-56- 10.13% |
$27.8K - $34.6K
|
497
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-56- 10.49% |
$27.8K - $34.6K
|
478
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-56- 0.92% |
$27.8K - $34.6K
|
6.05K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-56- 0.61% |
$27.8K - $34.6K
|
9.1K
$5.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-56- 3.42% |
$27.8K - $34.6K
|
1.58K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-57- 0.93% |
$28.3K - $35.2K
|
6.06K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-57- 0.46% |
$28.3K - $35.2K
|
12.2K
$7.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-57- 0.48% |
$28.3K - $35.2K
|
11.9K
$7.78M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-57- 1.67% |
$28.3K - $35.2K
|
3.36K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-57- 1.48% |
$28.3K - $35.2K
|
3.79K
$2.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-58- 0.88% |
$28.8K - $35.8K
|
6.55K
$4.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-58- 0.75% |
$28.8K - $35.8K
|
7.67K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-58- 7.35% |
$28.8K - $35.8K
|
731
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-59- 0.37% |
$29.3K - $36.5K
|
15.8K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-60- 0.2% |
$29.8K - $37.1K
|
30.3K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-60- 5.87% |
$29.8K - $37.1K
|
962
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-60- 3.3% |
$29.8K - $37.1K
|
1.76K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-60- 0.23% |
$29.8K - $37.1K
|
25.6K
$16.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-60- 52.17% |
$29.8K - $37.1K
|
55
$35.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-60- 2.0% |
$29.8K - $37.1K
|
2.94K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-60- 1.44% |
$29.8K - $37.1K
|
4.1K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-61- 1.71% |
$30.3K - $37.7K
|
3.5K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-61- 0.34% |
$30.3K - $37.7K
|
17.8K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-62- 7.81% |
$30.8K - $38.3K
|
732
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-62- 2.39% |
$30.8K - $38.3K
|
2.54K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-63- 8.76% |
$31.3K - $38.9K
|
656
$428K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-63- 0.16% |
$31.3K - $38.9K
|
39.1K
$25.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-64- 0.48% |
$31.8K - $39.5K
|
13.4K
$8.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-64- 11.25% |
$31.8K - $39.5K
|
505
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-64- 7.4% |
$31.8K - $39.5K
|
801
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-64- 1.57% |
$31.8K - $39.5K
|
4.01K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-66- 0.41% |
$32.8K - $40.8K
|
16.1K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-67- 0.68% |
$33.3K - $41.4K
|
9.76K
$6.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-67- 0.61% |
$33.3K - $41.4K
|
10.9K
$7.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-68- 5.59% |
$33.8K - $42K
|
1.15K
$749K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-68- 1.69% |
$33.8K - $42K
|
3.96K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-68- 5.49% |
$33.8K - $42K
|
1.17K
$763K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-69- 0.62% |
$34.3K - $42.6K
|
11.1K
$7.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-69- 2.15% |
$34.3K - $42.6K
|
3.15K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-70- 1.71% |
$34.8K - $43.2K
|
4.02K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-70- 1.01% |
$34.8K - $43.2K
|
6.89K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-71- 0.65% |
$35.3K - $43.9K
|
10.8K
$7.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-72- 1.13% |
$35.7K - $44.5K
|
6.3K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-72- 1.34% |
$35.7K - $44.5K
|
5.32K
$3.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-72- 1.49% |
$35.7K - $44.5K
|
4.78K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-73- 0.54% |
$36.2K - $45.1K
|
13.3K
$8.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-74- 1.26% |
$36.7K - $45.7K
|
5.79K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-74- 1.79% |
$36.7K - $45.7K
|
4.05K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-75- 3.83% |
$37.2K - $46.3K
|
1.88K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-75- 1.67% |
$37.2K - $46.3K
|
4.41K
$2.88M
|