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 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-201- 3.34% |
$99.8K - $124K
|
5.82K
$3.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-204- 6.2% |
$101K - $126K
|
3.09K
$2.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-204- 6.98% |
$101K - $126K
|
2.72K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-204- 1.81% |
$101K - $126K
|
11.1K
$7.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-204- 6.96% |
$101K - $126K
|
2.73K
$1.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-205- 2.73% |
$102K - $127K
|
7.3K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-207- 1.07% |
$103K - $128K
|
19.1K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-209- 0.24% |
$104K - $129K
|
88.6K
$57.8M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-209- 53.73% |
$104K - $129K
|
180
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-211- 0.79% |
$105K - $130K
|
26.5K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-211- 4.46% |
$105K - $130K
|
4.52K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-213- 3.42% |
$106K - $132K
|
6.01K
$3.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-214- 1.99% |
$106K - $132K
|
10.6K
$6.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-214- 1.05% |
$106K - $132K
|
20.2K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-214- 3.07% |
$106K - $132K
|
6.75K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-215- 5.26% |
$107K - $133K
|
3.87K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-215- 3.6% |
$107K - $133K
|
5.75K
$3.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-218- 1.09% |
$108K - $135K
|
19.8K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-218- 8.04% |
$108K - $135K
|
2.49K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-218- 1.15% |
$108K - $135K
|
18.8K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 8.43% |
$109K - $136K
|
2.39K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-220- 1.17% |
$109K - $136K
|
18.6K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-220- 7.85% |
$109K - $136K
|
2.58K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-220- 4.99% |
$109K - $136K
|
4.19K
$2.73M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-221- 4.82% |
$110K - $137K
|
4.36K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-222- 1.75% |
$110K - $137K
|
12.5K
$8.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-223- 20.04% |
$111K - $138K
|
890
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-226- 3.76% |
$112K - $140K
|
5.79K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-226- 1.08% |
$112K - $140K
|
20.7K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-227- 33.58% |
$113K - $140K
|
449
$293K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-227- 21.89% |
$113K - $140K
|
810
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-230- 2.36% |
$114K - $142K
|
9.51K
$6.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-230- 3.74% |
$114K - $142K
|
5.92K
$3.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-231- 0.16% |
$115K - $143K
|
142K
$92.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-232- 3.69% |
$115K - $143K
|
6.06K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-235Closed |
$117K - $145K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-236- 12.36% |
$117K - $146K
|
1.67K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-237- 6.27% |
$118K - $146K
|
3.54K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-239- 0.9% |
$119K - $148K
|
26.3K
$17.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-240- 1.13% |
$119K - $148K
|
21K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-242- 2.56% |
$120K - $150K
|
9.19K
$6M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-242- 24.03% |
$120K - $150K
|
765
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-243- 22.27% |
$121K - $150K
|
848
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-243- 10.52% |
$121K - $150K
|
2.07K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-244- 6.6% |
$121K - $151K
|
3.45K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-245- 0.4% |
$122K - $151K
|
60.8K
$39.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-249- 4.49% |
$124K - $154K
|
5.29K
$3.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-250- 0.47% |
$124K - $154K
|
52.8K
$34.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-250- 0.89% |
$124K - $154K
|
27.9K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-250- 11.55% |
$124K - $154K
|
1.92K
$1.25M
|