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 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
2+ 0.3% |
$993 - $1.24K
|
666
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.08% |
$993 - $1.24K
|
2.42K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.24% |
$496 - $618
|
426
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.25% |
$496 - $618
|
407
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.13% |
$496 - $618
|
782
$488K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$496 - $618
|
1.1K
$683K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1+ 0.14% |
$496 - $618
|
699
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1+ 0.23% |
$496 - $618
|
443
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.16% |
$496 - $618
|
644
$402K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1- 0.25% |
$496 - $618
|
404
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1- 0.11% |
$496 - $618
|
885
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.02% |
$496 - $618
|
5.38K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.26% |
$993 - $1.24K
|
766
$478K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$993 - $1.24K
|
1.03K
$642K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.16% |
$1.49K - $1.85K
|
1.88K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3- 0.15% |
$1.49K - $1.85K
|
2.02K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.06% |
$1.99K - $2.47K
|
6.29K
$3.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.09% |
$2.48K - $3.09K
|
5.84K
$3.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6- 0.01% |
$2.98K - $3.71K
|
64.8K
$40.5M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6- 0.69% |
$2.98K - $3.71K
|
862
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6- 0.11% |
$2.98K - $3.71K
|
5.68K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-7- 0.08% |
$3.48K - $4.32K
|
8.66K
$5.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.09% |
$4.47K - $5.56K
|
9.84K
$6.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 2.14% |
$4.96K - $6.18K
|
457
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.8% |
$4.96K - $6.18K
|
1.24K
$772K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 2.14% |
$5.46K - $6.8K
|
502
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-11- 0.57% |
$5.46K - $6.8K
|
1.93K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-13- 0.28% |
$6.45K - $8.03K
|
4.68K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-14- 1.06% |
$6.95K - $8.65K
|
1.31K
$818K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.98% |
$7.94K - $9.89K
|
1.61K
$1.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-18- 0.28% |
$8.94K - $11.1K
|
6.49K
$4.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-21- 1.76% |
$10.4K - $13K
|
1.18K
$733K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-23- 0.87% |
$11.4K - $14.2K
|
2.63K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24- 0.14% |
$11.9K - $14.8K
|
17K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-25- 3.2% |
$12.4K - $15.4K
|
757
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-25- 1.21% |
$12.4K - $15.4K
|
2.05K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-26- 2.24% |
$12.9K - $16.1K
|
1.13K
$708K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-26- 9.0% |
$12.9K - $16.1K
|
263
$164K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-27- 4.75% |
$13.4K - $16.7K
|
542
$338K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-27- 0.23% |
$13.4K - $16.7K
|
11.6K
$7.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.96% |
$13.9K - $17.3K
|
2.89K
$1.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28- 2.18% |
$13.9K - $17.3K
|
1.26K
$786K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.55K
$2.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-29- 0.48% |
$14.4K - $17.9K
|
6.06K
$3.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-30- 0.35% |
$14.9K - $18.5K
|
8.67K
$5.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 2.73% |
$15.4K - $19.2K
|
1.11K
$690K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-33- 0.27% |
$16.4K - $20.4K
|
12.1K
$7.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-34- 4.31% |
$16.9K - $21K
|
754
$471K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 8.82% |
$17.4K - $21.6K
|
362
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-38- 1.84% |
$18.9K - $23.5K
|
2.03K
$1.26M
|