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 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-581- 2.92% |
$288K - $359K
|
19.3K
$12.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-586- 0.42% |
$291K - $362K
|
140K
$91.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-587- 2.89% |
$291K - $363K
|
19.8K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-588- 1.03% |
$292K - $363K
|
56.3K
$36.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-589- 36.72% |
$292K - $364K
|
1.02K
$662K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-592- 9.15% |
$294K - $366K
|
5.88K
$3.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-592- 47.02% |
$294K - $366K
|
667
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-593- 2.81% |
$294K - $366K
|
20.5K
$13.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 0.81% |
$298K - $371K
|
73.9K
$48.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-600- 0.3% |
$298K - $371K
|
198K
$129M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-601- 27.56% |
$298K - $371K
|
1.58K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-605- 3.07% |
$300K - $374K
|
19.1K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-605- 30.01% |
$300K - $374K
|
1.41K
$920K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-610- 20.37% |
$303K - $377K
|
2.39K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-620- 17.02% |
$308K - $383K
|
3.02K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-622- 1.93% |
$309K - $384K
|
31.6K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-622- 2.14% |
$309K - $384K
|
28.4K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-623- 24.65% |
$309K - $385K
|
1.9K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-625- 62.19% |
$310K - $386K
|
380
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-626- 1.4% |
$311K - $387K
|
44.1K
$28.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-626- 39.82% |
$311K - $387K
|
946
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-632- 1.88% |
$314K - $390K
|
33K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-633- 10.43% |
$314K - $391K
|
5.44K
$3.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-633- 3.19% |
$314K - $391K
|
19.2K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-638- 0.68% |
$317K - $394K
|
92.6K
$60.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-641- 3.21% |
$318K - $396K
|
19.3K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-642- 27.4% |
$319K - $397K
|
1.7K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-643- 1.87% |
$319K - $397K
|
33.7K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-645- 2.96% |
$320K - $399K
|
21.2K
$13.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-651- 0.99% |
$323K - $402K
|
64.9K
$42.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-652- 60.76% |
$324K - $403K
|
421
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-654- 13.48% |
$325K - $404K
|
4.2K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-658- 40.92% |
$327K - $407K
|
950
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-660- 5.51% |
$328K - $408K
|
11.3K
$7.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-660- 1.65% |
$328K - $408K
|
39.4K
$25.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-662- 7.58% |
$329K - $409K
|
8.08K
$5.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-662- 69.61% |
$329K - $409K
|
289
$188K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-662- 13.87% |
$329K - $409K
|
4.11K
$2.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-664- 14.29% |
$330K - $410K
|
3.98K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-668- 19.61% |
$332K - $413K
|
2.74K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-668- 2.0% |
$332K - $413K
|
32.8K
$21.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-668- 6.26% |
$332K - $413K
|
10K
$6.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-671- 15.35% |
$333K - $415K
|
3.7K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-674- 0.33% |
$335K - $416K
|
204K
$133M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-676- 5.67% |
$336K - $418K
|
11.2K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-680- 10.52% |
$338K - $420K
|
5.79K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-683- 5.82% |
$339K - $422K
|
11.1K
$7.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-692- 7.5% |
$344K - $428K
|
8.53K
$5.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-695- 3.94% |
$345K - $429K
|
16.9K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-698- 16.95% |
$347K - $431K
|
3.42K
$2.23M
|