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 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-444- 16.41% |
$220K - $274K
|
2.26K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-445- 12.51% |
$221K - $275K
|
3.11K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-447- 0.35% |
$222K - $276K
|
126K
$81.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-455- 5.2% |
$226K - $281K
|
8.3K
$5.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-455- 0.21% |
$226K - $281K
|
218K
$142M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-458- 2.09% |
$227K - $283K
|
21.4K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-459- 1.85% |
$228K - $284K
|
24.4K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-460- 0.87% |
$228K - $284K
|
52.3K
$34.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-463- 0.98% |
$230K - $286K
|
46.8K
$30.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-467- 40.57% |
$232K - $289K
|
684
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-470- 2.26% |
$233K - $290K
|
20.3K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-471- 2.45% |
$234K - $291K
|
18.8K
$12.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-472- 9.88% |
$234K - $292K
|
4.3K
$2.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-472- 1.96% |
$234K - $292K
|
23.6K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-475- 17.96% |
$236K - $293K
|
2.17K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-475- 2.87% |
$236K - $293K
|
16.1K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-478- 5.18% |
$237K - $295K
|
8.75K
$5.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-498- 34.46% |
$247K - $308K
|
947
$618K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-500- 6.79% |
$248K - $309K
|
6.86K
$4.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-500- 10.38% |
$248K - $309K
|
4.32K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-503- 0.69% |
$250K - $311K
|
71.9K
$46.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-504- 4.03% |
$250K - $311K
|
12K
$7.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-505- 10.3% |
$251K - $312K
|
4.4K
$2.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-509- 7.02% |
$253K - $314K
|
6.74K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-510- 11.26% |
$253K - $315K
|
4.02K
$2.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-511- 0.96% |
$254K - $316K
|
52.8K
$34.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-517- 1.15% |
$257K - $319K
|
44.4K
$29M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-528- 23.37% |
$262K - $326K
|
1.73K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 13.61% |
$264K - $329K
|
3.38K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-534- 59.07% |
$265K - $330K
|
370
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-538- 8.16% |
$267K - $332K
|
6.06K
$3.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-539- 0.99% |
$268K - $333K
|
53.9K
$35.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-541- 14.2% |
$269K - $334K
|
3.27K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-543- 10.56% |
$270K - $335K
|
4.6K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-544- 1.17% |
$270K - $336K
|
45.8K
$29.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-547- 4.05% |
$272K - $338K
|
13K
$8.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-548- 0.36% |
$272K - $339K
|
151K
$98.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 13.55% |
$273K - $339K
|
3.5K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-551- 50.88% |
$274K - $340K
|
532
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-558- 0.81% |
$277K - $345K
|
68.5K
$44.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-559- 19.64% |
$278K - $345K
|
2.29K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-560- 7.71% |
$278K - $346K
|
6.7K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-560- 0.35% |
$278K - $346K
|
158K
$103M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-563- 40.56% |
$280K - $348K
|
825
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-566- 8.55% |
$281K - $350K
|
6.06K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-576- 6.69% |
$286K - $356K
|
8.04K
$5.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-576- 3.93% |
$286K - $356K
|
14.1K
$9.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-578- 11.59% |
$287K - $357K
|
4.41K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-579- 3.15% |
$287K - $358K
|
17.8K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-581- 8.33% |
$288K - $359K
|
6.39K
$4.17M
|