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 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-356- 0.77% |
$177K - $220K
|
46K
$30M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-357- 29.85% |
$177K - $221K
|
839
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-357- 12.68% |
$177K - $221K
|
2.46K
$1.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-358- 5.28% |
$178K - $221K
|
6.42K
$4.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-359- 3.7% |
$178K - $222K
|
9.35K
$6.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-360- 5.32% |
$179K - $222K
|
6.41K
$4.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-363- 14.96% |
$180K - $224K
|
2.06K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-367- 28.08% |
$182K - $227K
|
940
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-367- 32.71% |
$182K - $227K
|
755
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-369- 2.13% |
$183K - $228K
|
16.9K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-374- 4.89% |
$186K - $231K
|
7.27K
$4.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-377- 1.97% |
$187K - $233K
|
18.8K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-378- 2.14% |
$188K - $234K
|
17.3K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-379- 0.84% |
$188K - $234K
|
44.7K
$29.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-380- 5.48% |
$189K - $235K
|
6.55K
$4.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-380- 7.29% |
$189K - $235K
|
4.83K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-381- 3.91% |
$189K - $235K
|
9.36K
$6.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-381- 0.27% |
$189K - $235K
|
139K
$90.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-383- 12.19% |
$190K - $237K
|
2.76K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-386- 28.07% |
$192K - $238K
|
989
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 5.07% |
$192K - $239K
|
7.24K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-387- 1.93% |
$192K - $239K
|
19.6K
$12.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-389- 24.84% |
$193K - $240K
|
1.18K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-389- 0.19% |
$193K - $240K
|
201K
$131M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-391- 11.88% |
$194K - $242K
|
2.9K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-391- 34.33% |
$194K - $242K
|
748
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-391- 22.8% |
$194K - $242K
|
1.32K
$864K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-391- 1.2% |
$194K - $242K
|
32.3K
$21M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-397- 36.06% |
$197K - $245K
|
704
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 1.4% |
$197K - $245K
|
27.9K
$18.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-402- 9.76% |
$200K - $248K
|
3.72K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-402- 26.17% |
$200K - $248K
|
1.13K
$740K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-405- 13.24% |
$201K - $250K
|
2.65K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-405- 3.59% |
$201K - $250K
|
10.9K
$7.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-406- 0.78% |
$202K - $251K
|
51.7K
$33.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-412- 3.88% |
$205K - $255K
|
10.2K
$6.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-414- 36.87% |
$206K - $256K
|
709
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-417- 0.66% |
$207K - $258K
|
62.6K
$40.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-417- 2.65% |
$207K - $258K
|
15.3K
$9.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-422- 3.86% |
$210K - $261K
|
10.5K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-424- 24.16% |
$211K - $262K
|
1.33K
$868K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-426- 0.75% |
$212K - $263K
|
56.6K
$36.9M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-426- 0.73% |
$212K - $263K
|
58.2K
$37.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-427- 47.71% |
$212K - $264K
|
468
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-428- 0.15% |
$212K - $264K
|
277K
$181M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-428- 14.95% |
$212K - $264K
|
2.44K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-428- 2.49% |
$212K - $264K
|
16.8K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-430- 17.16% |
$213K - $266K
|
2.08K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
SELL
|
- |
-430- 38.15% |
$213K - $266K
|
697
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-432- 1.07% |
$214K - $267K
|
39.8K
$26M
|