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
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-97- 3.43% |
$48.2K - $59.9K
|
2.73K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-97- 0.31% |
$48.2K - $59.9K
|
30.8K
$20.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$48.2K - $59.9K
|
406
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-97- 5.21% |
$48.2K - $59.9K
|
1.77K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-98- 3.5% |
$48.7K - $60.5K
|
2.7K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-98- 2.17% |
$48.7K - $60.5K
|
4.42K
$2.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-99- 0.68% |
$49.2K - $61.2K
|
14.4K
$9.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-99- 1.39% |
$49.2K - $61.2K
|
7.03K
$4.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 0.46% |
$49.6K - $61.8K
|
21.9K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 3.0% |
$49.6K - $61.8K
|
3.23K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-100- 3.12% |
$49.6K - $61.8K
|
3.11K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-100- 5.65% |
$49.6K - $61.8K
|
1.67K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-100- 2.88% |
$49.6K - $61.8K
|
3.38K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 7.59% |
$49.6K - $61.8K
|
1.22K
$794K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-100- 7.82% |
$49.6K - $61.8K
|
1.18K
$769K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-100- 11.25% |
$49.6K - $61.8K
|
789
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-100- 5.76% |
$49.6K - $61.8K
|
1.64K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-101- 8.33% |
$50.1K - $62.4K
|
1.11K
$725K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-101- 1.33% |
$50.1K - $62.4K
|
7.49K
$4.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-101- 1.98% |
$50.1K - $62.4K
|
5.01K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-101- 0.08% |
$50.1K - $62.4K
|
135K
$87.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-102- 2.95% |
$50.6K - $63K
|
3.35K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-103- 0.64% |
$51.1K - $63.6K
|
16K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-104- 0.38% |
$51.6K - $64.3K
|
27.3K
$17.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-107- 1.56% |
$53.1K - $66.1K
|
6.77K
$4.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-108- 3.67% |
$53.6K - $66.7K
|
2.84K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-109- 3.36% |
$54.1K - $67.3K
|
3.13K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 1.69% |
$54.6K - $68K
|
6.4K
$4.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-111- 1.59% |
$55.1K - $68.6K
|
6.89K
$4.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
SELL
|
- |
-111- 1.89% |
$55.1K - $68.6K
|
5.78K
$3.77M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-112- 9.47% |
$55.6K - $69.2K
|
1.07K
$699K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-112- 5.39% |
$55.6K - $69.2K
|
1.96K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-113- 19.96% |
$56.1K - $69.8K
|
453
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-113- 3.8% |
$56.1K - $69.8K
|
2.86K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-113- 8.84% |
$56.1K - $69.8K
|
1.17K
$760K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-113- 0.84% |
$56.1K - $69.8K
|
13.4K
$8.72M
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-113- 2.12% |
$56.1K - $69.8K
|
5.21K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-114- 1.17% |
$56.6K - $70.4K
|
9.59K
$6.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-114- 1.74% |
$56.6K - $70.4K
|
6.44K
$4.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-114- 5.95% |
$56.6K - $70.4K
|
1.8K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-114- 24.57% |
$56.6K - $70.4K
|
350
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-115- 12.38% |
$57.1K - $71.1K
|
814
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-115- 2.5% |
$57.1K - $71.1K
|
4.49K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-115- 5.18% |
$57.1K - $71.1K
|
2.1K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-115- 41.37% |
$57.1K - $71.1K
|
163
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-116- 2.23% |
$57.6K - $71.7K
|
5.08K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-116- 1.4% |
$57.6K - $71.7K
|
8.18K
$5.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-117- 6.05% |
$58.1K - $72.3K
|
1.82K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-118- 6.52% |
$58.6K - $72.9K
|
1.69K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-119- 23.38% |
$59.1K - $73.5K
|
390
$254K
|