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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-21- 1.76% |
$10.4K - $13K
|
1.18K
$733K
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-23- 0.87% |
$11.4K - $14.2K
|
2.63K
$1.64M
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 4.05% |
$11.4K - $14.2K
|
545
$340K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24- 0.14% |
$11.9K - $14.8K
|
17K
$10.6M
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-25- 1.21% |
$12.4K - $15.4K
|
2.05K
$1.28M
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-25- 3.2% |
$12.4K - $15.4K
|
757
$472K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-26- 2.24% |
$12.9K - $16.1K
|
1.13K
$708K
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-26- 9.0% |
$12.9K - $16.1K
|
263
$164K
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-27- 4.75% |
$13.4K - $16.7K
|
542
$338K
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-27- 0.23% |
$13.4K - $16.7K
|
11.6K
$7.22M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.96% |
$13.9K - $17.3K
|
2.89K
$1.8M
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28- 2.18% |
$13.9K - $17.3K
|
1.26K
$786K
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-29- 0.48% |
$14.4K - $17.9K
|
6.06K
$3.78M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29- 3.14% |
$14.4K - $17.9K
|
895
$559K
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-29- 0.63% |
$14.4K - $17.9K
|
4.55K
$2.84M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-30- 0.35% |
$14.9K - $18.5K
|
8.67K
$5.41M
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 2.73% |
$15.4K - $19.2K
|
1.11K
$690K
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-33- 0.27% |
$16.4K - $20.4K
|
12.1K
$7.54M
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-34- 4.31% |
$16.9K - $21K
|
754
$471K
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 8.82% |
$17.4K - $21.6K
|
362
$226K
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-38- 1.84% |
$18.9K - $23.5K
|
2.03K
$1.26M
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-39- 1.2% |
$19.4K - $24.1K
|
3.22K
$2.01M
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-40- 1.38% |
$19.9K - $24.7K
|
2.85K
$1.78M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-40- 0.4% |
$19.9K - $24.7K
|
9.89K
$6.17M
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-41- 0.69% |
$20.4K - $25.3K
|
5.88K
$3.67M
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.24% |
$22.3K - $27.8K
|
3.58K
$2.23M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-47- 5.04% |
$23.3K - $29K
|
886
$553K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-47- 2.8% |
$23.3K - $29K
|
1.63K
$1.02M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-49- 0.28% |
$24.3K - $30.3K
|
17.5K
$10.9M
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-50- 1.05% |
$24.8K - $30.9K
|
4.71K
$2.94M
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-50- 2.66% |
$24.8K - $30.9K
|
1.83K
$1.14M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-51- 6.46% |
$25.3K - $31.5K
|
739
$461K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.8% |
$25.3K - $31.5K
|
6.31K
$3.94M
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-51- 1.63% |
$25.3K - $31.5K
|
3.08K
$1.92M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-55- 4.76% |
$27.3K - $34K
|
1.1K
$686K
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-60- 0.2% |
$29.8K - $37.1K
|
30.3K
$18.9M
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-64- 0.48% |
$31.8K - $39.5K
|
13.4K
$8.34M
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-64- 11.25% |
$31.8K - $39.5K
|
505
$315K
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-66- 0.41% |
$32.8K - $40.8K
|
16.1K
$10.1M
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-67- 0.68% |
$33.3K - $41.4K
|
9.76K
$6.09M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-68- 5.59% |
$33.8K - $42K
|
1.15K
$716K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-77- 2.14% |
$38.2K - $47.6K
|
3.52K
$2.2M
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-83- 5.34% |
$41.2K - $51.3K
|
1.47K
$917K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-85- 0.64% |
$42.2K - $52.5K
|
13.1K
$8.2M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-85- 0.34% |
$42.2K - $52.5K
|
24.7K
$15.4M
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-88- 1.13% |
$43.7K - $54.4K
|
7.67K
$4.79M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-90- 0.58% |
$44.7K - $55.6K
|
15.3K
$9.55M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-91- 17.37% |
$45.2K - $56.2K
|
433
$270K
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-92- 1.63% |
$45.7K - $56.8K
|
5.54K
$3.46M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-96- 10.02% |
$47.7K - $59.3K
|
862
$538K
|