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
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-147- 3.91% |
$73K - $90.8K
|
3.61K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-147- 0.07% |
$73K - $90.8K
|
206K
$134M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-148- 3.55% |
$73.5K - $91.4K
|
4.03K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-148- 1.4% |
$73.5K - $91.4K
|
10.4K
$6.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-148- 19.92% |
$73.5K - $91.4K
|
595
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-148- 3.76% |
$73.5K - $91.4K
|
3.78K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-148- 8.99% |
$73.5K - $91.4K
|
1.5K
$978K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-148- 8.0% |
$73.5K - $91.4K
|
1.7K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-149- 0.66% |
$74K - $92.1K
|
22.4K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-149- 9.06% |
$74K - $92.1K
|
1.5K
$975K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-150- 6.02% |
$74.5K - $92.7K
|
2.34K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-150- 2.95% |
$74.5K - $92.7K
|
4.94K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-152- 0.75% |
$75.5K - $93.9K
|
20K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-152- 0.83% |
$75.5K - $93.9K
|
18.1K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-152- 25.5% |
$75.5K - $93.9K
|
444
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-153- 0.49% |
$76K - $94.5K
|
31.3K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-154- 8.28% |
$76.5K - $95.1K
|
1.71K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-155- 1.92% |
$77K - $95.8K
|
7.93K
$5.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-155- 4.36% |
$77K - $95.8K
|
3.4K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-155- 5.22% |
$77K - $95.8K
|
2.82K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-155- 0.51% |
$77K - $95.8K
|
30.3K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-155- 5.55% |
$77K - $95.8K
|
2.64K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-156- 18.42% |
$77.5K - $96.4K
|
691
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-156- 2.4% |
$77.5K - $96.4K
|
6.34K
$4.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-156- 0.98% |
$77.5K - $96.4K
|
15.8K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-157- 7.2% |
$77.9K - $97K
|
2.03K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 0.43% |
$77.9K - $97K
|
36.4K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-158- 1.29% |
$78.4K - $97.6K
|
12K
$7.86M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-158- 9.74% |
$78.4K - $97.6K
|
1.47K
$955K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-159- 0.69% |
$78.9K - $98.2K
|
23K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-159- 3.96% |
$78.9K - $98.2K
|
3.86K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-160- 0.59% |
$79.4K - $98.9K
|
26.8K
$17.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-160- 5.13% |
$79.4K - $98.9K
|
2.96K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-160- 24.1% |
$79.4K - $98.9K
|
504
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-161- 2.32% |
$79.9K - $99.5K
|
6.79K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-162- 1.85% |
$80.4K - $100K
|
8.62K
$5.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-164- 0.73% |
$81.4K - $101K
|
22.3K
$14.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-164- 5.18% |
$81.4K - $101K
|
3.01K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Metlife Inc
New York, NY |
SELL
|
- |
-164- 2.44% |
$81.4K - $101K
|
6.56K
$4.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-165- 10.54% |
$81.9K - $102K
|
1.4K
$913K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 5.53% |
$81.9K - $102K
|
2.82K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-166- 0.45% |
$82.4K - $103K
|
37K
$24.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-166- 9.71% |
$82.4K - $103K
|
1.54K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-168- 20.74% |
$83.4K - $104K
|
642
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-168- 0.86% |
$83.4K - $104K
|
19.3K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-168- 4.1% |
$83.4K - $104K
|
3.93K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-169- 1.92% |
$83.9K - $104K
|
8.63K
$5.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-169- 7.61% |
$83.9K - $104K
|
2.05K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-169- 5.87% |
$83.9K - $104K
|
2.71K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-171- 0.69% |
$84.9K - $106K
|
24.6K
$16M
|