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
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-293- 2.41% |
$145K - $181K
|
11.9K
$7.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-294- 1.44% |
$146K - $182K
|
20.1K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-301- 23.17% |
$149K - $186K
|
998
$651K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-301- 6.8% |
$149K - $186K
|
4.13K
$2.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-304- 0.3% |
$151K - $188K
|
102K
$66.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 2.72% |
$152K - $190K
|
11K
$7.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-309- 42.39% |
$153K - $191K
|
420
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-310- 12.15% |
$154K - $192K
|
2.24K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-312- 3.57% |
$155K - $193K
|
8.42K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-312- 6.54% |
$155K - $193K
|
4.46K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-312- 5.08% |
$155K - $193K
|
5.83K
$3.8M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-313- 5.1% |
$155K - $193K
|
5.83K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-313- 17.8% |
$155K - $193K
|
1.45K
$942K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-314- 11.73% |
$156K - $194K
|
2.36K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-314- 0.38% |
$156K - $194K
|
82.5K
$53.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-314- 23.91% |
$156K - $194K
|
999
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-314- 67.67% |
$156K - $194K
|
150
$97.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-315- 1.3% |
$156K - $195K
|
23.8K
$15.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-315- 9.34% |
$156K - $195K
|
3.06K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-318- 4.27% |
$158K - $196K
|
7.13K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-318- 3.18% |
$158K - $196K
|
9.69K
$6.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-318- 20.54% |
$158K - $196K
|
1.23K
$802K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-319- 2.48% |
$158K - $197K
|
12.5K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-322- 1.76% |
$160K - $199K
|
18K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-325- 5.88% |
$161K - $201K
|
5.2K
$3.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-326- 3.43% |
$162K - $201K
|
9.18K
$5.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-327- 9.79% |
$162K - $202K
|
3.01K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-328- 1.11% |
$163K - $203K
|
29.2K
$19M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-328- 4.6% |
$163K - $203K
|
6.8K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-328- 27.96% |
$163K - $203K
|
845
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-330- 30.47% |
$164K - $204K
|
753
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-332- 36.64% |
$165K - $205K
|
574
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-332- 9.89% |
$165K - $205K
|
3.03K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-332- 0.77% |
$165K - $205K
|
42.7K
$27.9M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-333- 2.56% |
$165K - $206K
|
12.7K
$8.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-335- 1.04% |
$166K - $207K
|
31.8K
$20.7M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-337- 5.73% |
$167K - $208K
|
5.55K
$3.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-337- 6.16% |
$167K - $208K
|
5.14K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-338- 4.0% |
$168K - $209K
|
8.11K
$5.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-339- 6.92% |
$168K - $209K
|
4.56K
$2.97M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-342- 39.77% |
$170K - $211K
|
518
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-344- 15.78% |
$171K - $213K
|
1.84K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-344- 1.82% |
$171K - $213K
|
18.5K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-344- 4.35% |
$171K - $213K
|
7.57K
$4.94M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-346- 1.57% |
$172K - $214K
|
21.7K
$14.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-346- 1.46% |
$172K - $214K
|
23.4K
$15.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-347- 13.35% |
$172K - $214K
|
2.25K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-347- 6.66% |
$172K - $214K
|
4.87K
$3.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-348- 32.16% |
$173K - $215K
|
734
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-348- 22.72% |
$173K - $215K
|
1.18K
$772K
|