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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-172- 0.21% |
$85.4K - $106K
|
81.6K
$53.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-172- 2.75% |
$85.4K - $106K
|
6.07K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-173- 3.83% |
$85.9K - $107K
|
4.34K
$2.83M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-173- 7.1% |
$85.9K - $107K
|
2.26K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-174- 19.62% |
$86.4K - $108K
|
713
$465K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-174- 0.64% |
$86.4K - $108K
|
27.2K
$17.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-176- 13.52% |
$87.4K - $109K
|
1.13K
$734K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177- 7.98% |
$87.9K - $109K
|
2.04K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-177- 1.81% |
$87.9K - $109K
|
9.59K
$6.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-178- 0.95% |
$88.4K - $110K
|
18.5K
$12M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-178- 0.79% |
$88.4K - $110K
|
22.4K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-180- 3.29% |
$89.4K - $111K
|
5.3K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-180- 0.34% |
$89.4K - $111K
|
52.6K
$34.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-180- 2.47% |
$89.4K - $111K
|
7.11K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-181- 33.77% |
$89.9K - $112K
|
355
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-181- 11.15% |
$89.9K - $112K
|
1.44K
$941K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-182- 0.62% |
$90.4K - $112K
|
29.2K
$19.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-184- 1.99% |
$91.4K - $114K
|
9.04K
$5.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-184- 13.18% |
$91.4K - $114K
|
1.21K
$790K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-184- 1.65% |
$91.4K - $114K
|
11K
$7.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-184- 2.79% |
$91.4K - $114K
|
6.41K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-185- 4.44% |
$91.8K - $114K
|
3.98K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-187- 0.42% |
$92.8K - $116K
|
44.5K
$29M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-187- 4.12% |
$92.8K - $116K
|
4.36K
$2.84M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-188- 1.16% |
$93.3K - $116K
|
16.1K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-188- 1.18% |
$93.3K - $116K
|
15.7K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-188- 8.02% |
$93.3K - $116K
|
2.16K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-188- 4.42% |
$93.3K - $116K
|
4.06K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-188- 1.02% |
$93.3K - $116K
|
18.3K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-190- 23.93% |
$94.3K - $117K
|
604
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-190- 4.79% |
$94.3K - $117K
|
3.78K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-190- 11.46% |
$94.3K - $117K
|
1.47K
$957K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-191- 30.13% |
$94.8K - $118K
|
443
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-192- 9.04% |
$95.3K - $119K
|
1.93K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-192- 0.67% |
$95.3K - $119K
|
28.5K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-192- 11.12% |
$95.3K - $119K
|
1.54K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-192- 5.19% |
$95.3K - $119K
|
3.51K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-195- 7.58% |
$96.8K - $120K
|
2.38K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-196- 15.63% |
$97.3K - $121K
|
1.06K
$690K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-196- 3.75% |
$97.3K - $121K
|
5.03K
$3.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 1.37% |
$97.8K - $122K
|
14.1K
$9.22M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-197- 6.43% |
$97.8K - $122K
|
2.87K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-198- 99.5% |
$98.3K - $122K
|
1
$652
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-198- 7.72% |
$98.3K - $122K
|
2.37K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-200- 0.95% |
$99.3K - $124K
|
21K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-200- 1.17% |
$99.3K - $124K
|
16.9K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 30.77% |
$99.3K - $124K
|
450
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-200- 3.03% |
$99.3K - $124K
|
6.4K
$4.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-201- 3.81% |
$99.8K - $124K
|
5.07K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-201- 11.59% |
$99.8K - $124K
|
1.53K
$1M
|