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 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-250- 58.14% |
$124K - $154K
|
180
$117K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-251- 1.1% |
$125K - $155K
|
22.5K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-252- 0.46% |
$125K - $156K
|
55.1K
$36M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-253- 1.43% |
$126K - $156K
|
17.4K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-253- 6.87% |
$126K - $156K
|
3.43K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-253- 3.58% |
$126K - $156K
|
6.82K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
SELL
|
- |
-254- 1.86% |
$126K - $157K
|
13.4K
$8.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-255- 0.22% |
$127K - $158K
|
117K
$76.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-255- 14.83% |
$127K - $158K
|
1.46K
$955K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-255- 20.68% |
$127K - $158K
|
978
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-257- 21.35% |
$128K - $159K
|
947
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-257- 0.61% |
$128K - $159K
|
41.7K
$27.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-260- 38.35% |
$129K - $161K
|
418
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-263- 6.24% |
$131K - $162K
|
3.95K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-264- 33.38% |
$131K - $163K
|
527
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-264- 9.3% |
$131K - $163K
|
2.58K
$1.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-265- 0.18% |
$132K - $164K
|
143K
$93.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-265- 1.84% |
$132K - $164K
|
14.1K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-266- 9.88% |
$132K - $164K
|
2.43K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-266- 31.29% |
$132K - $164K
|
584
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-268- 2.29% |
$133K - $166K
|
11.4K
$7.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.71% |
$134K - $167K
|
9.71K
$6.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-270- 19.27% |
$134K - $167K
|
1.13K
$738K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-270- 2.51% |
$134K - $167K
|
10.5K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-270- 2.82% |
$134K - $167K
|
9.3K
$6.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-271- 30.76% |
$135K - $167K
|
610
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-272- 18.62% |
$135K - $168K
|
1.19K
$775K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-272- 23.82% |
$135K - $168K
|
870
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-273- 19.9% |
$136K - $169K
|
1.1K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-274- 5.58% |
$136K - $169K
|
4.63K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-274- 36.44% |
$136K - $169K
|
478
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-275- 1.02% |
$137K - $170K
|
26.8K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-276- 4.36% |
$137K - $171K
|
6.06K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-276- 5.98% |
$137K - $171K
|
4.34K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-277- 0.63% |
$138K - $171K
|
43.6K
$28.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-278- 4.58% |
$138K - $172K
|
5.8K
$3.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-280- 27.78% |
$139K - $173K
|
728
$475K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-281- 2.41% |
$140K - $174K
|
11.4K
$7.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-281- 4.21% |
$140K - $174K
|
6.4K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-283- 0.95% |
$141K - $175K
|
29.4K
$19.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-283- 3.23% |
$141K - $175K
|
8.48K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-283- 1.14% |
$141K - $175K
|
24.4K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-284- 1.06% |
$141K - $175K
|
26.4K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-284- 30.94% |
$141K - $175K
|
634
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-285- 1.08% |
$141K - $176K
|
26K
$17M
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-285- 0.91% |
$141K - $176K
|
31.1K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-289- 28.39% |
$143K - $179K
|
729
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-291- 29.72% |
$144K - $180K
|
688
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-291- 10.89% |
$144K - $180K
|
2.38K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-293- 0.59% |
$145K - $181K
|
49.1K
$32M
|