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 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-119- 4.12% |
$59.1K - $73.5K
|
2.77K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-119- 0.84% |
$59.1K - $73.5K
|
14.1K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 2.6% |
$59.1K - $73.5K
|
4.45K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-120- 9.59% |
$59.6K - $74.1K
|
1.13K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-121- 3.0% |
$60.1K - $74.8K
|
3.91K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-122- 3.09% |
$60.6K - $75.4K
|
3.83K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-122- 1.22% |
$60.6K - $75.4K
|
9.86K
$6.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-122- 26.07% |
$60.6K - $75.4K
|
346
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-123- 0.27% |
$61.1K - $76K
|
45.7K
$29.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-123- 0.8% |
$61.1K - $76K
|
15.3K
$9.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-123- 2.76% |
$61.1K - $76K
|
4.33K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-123- 3.74% |
$61.1K - $76K
|
3.17K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-123- 0.13% |
$61.1K - $76K
|
97.6K
$63.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-124- 16.17% |
$61.6K - $76.6K
|
643
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-124- 12.63% |
$61.6K - $76.6K
|
858
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-125- 0.91% |
$62.1K - $77.2K
|
13.5K
$8.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-126- 15.67% |
$62.6K - $77.8K
|
678
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-126- 5.53% |
$62.6K - $77.8K
|
2.15K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-126- 2.2% |
$62.6K - $77.8K
|
5.61K
$3.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-127- 0.19% |
$63.1K - $78.5K
|
65K
$42.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-127- 4.48% |
$63.1K - $78.5K
|
2.71K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-127- 1.86% |
$63.1K - $78.5K
|
6.68K
$4.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-128- 0.19% |
$63.5K - $79.1K
|
66.3K
$43.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 8.96% |
$64K - $79.7K
|
1.31K
$855K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-129- 3.92% |
$64K - $79.7K
|
3.16K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-131- 5.62% |
$65K - $80.9K
|
2.2K
$1.43M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-131- 30.75% |
$65K - $80.9K
|
295
$192K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-132- 2.68% |
$65.5K - $81.6K
|
4.79K
$3.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-132- 4.81% |
$65.5K - $81.6K
|
2.61K
$1.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-133- 27.03% |
$66K - $82.2K
|
359
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-133- 24.68% |
$66K - $82.2K
|
406
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-133- 1.38% |
$66K - $82.2K
|
9.48K
$6.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-135- 5.77% |
$67K - $83.4K
|
2.2K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-135- 14.9% |
$67K - $83.4K
|
771
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-136- 2.91% |
$67.5K - $84K
|
4.54K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-136- 4.81% |
$67.5K - $84K
|
2.69K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-137- 2.01% |
$68K - $84.6K
|
6.68K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-137- 4.49% |
$68K - $84.6K
|
2.92K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-139- 2.98% |
$69K - $85.9K
|
4.53K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-140- 1.92% |
$69.5K - $86.5K
|
7.15K
$4.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-140- 2.95% |
$69.5K - $86.5K
|
4.61K
$3.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-141- 2.41% |
$70K - $87.1K
|
5.71K
$3.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-142- 3.73% |
$70.5K - $87.7K
|
3.67K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-144- 0.66% |
$71.5K - $89K
|
21.8K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-144- 0.44% |
$71.5K - $89K
|
32.6K
$21.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-145- 24.13% |
$72K - $89.6K
|
456
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-145- 12.79% |
$72K - $89.6K
|
989
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-145- 13.6% |
$72K - $89.6K
|
921
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-145- 7.08% |
$72K - $89.6K
|
1.9K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-146- 0.77% |
$72.5K - $90.2K
|
18.8K
$12.3M
|