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
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-699- 16.63% |
$347K - $432K
|
3.5K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-700- 8.33% |
$348K - $432K
|
7.7K
$5.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-703- 25.42% |
$349K - $434K
|
2.06K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-705- 12.09% |
$350K - $436K
|
5.13K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-708- 3.84% |
$352K - $437K
|
17.7K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-710- 15.95% |
$353K - $439K
|
3.74K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-712- 0.98% |
$353K - $440K
|
71.6K
$46.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-712- 0.2% |
$353K - $440K
|
354K
$230M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-713- 7.04% |
$354K - $441K
|
9.42K
$6.12M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-713- 4.21% |
$354K - $441K
|
16.2K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-713- 4.21% |
$354K - $441K
|
16.2K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-714- 10.37% |
$354K - $441K
|
6.17K
$4.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-725- 6.76% |
$360K - $448K
|
10K
$6.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-730- 1.99% |
$362K - $451K
|
35.9K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-740- 2.71% |
$367K - $457K
|
26.5K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-756- 20.81% |
$375K - $467K
|
2.88K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-768- 4.77% |
$381K - $475K
|
15.3K
$9.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-768- 7.16% |
$381K - $475K
|
9.95K
$6.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-788- 14.44% |
$391K - $487K
|
4.67K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-793- 44.53% |
$394K - $490K
|
988
$643K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-801- 5.0% |
$398K - $495K
|
15.2K
$9.91M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-807- 7.63% |
$401K - $499K
|
9.77K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-820- 9.87% |
$407K - $507K
|
7.49K
$4.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-829- 12.48% |
$412K - $512K
|
5.81K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-840- 10.42% |
$417K - $519K
|
7.22K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-840- 17.85% |
$417K - $519K
|
3.87K
$2.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-840- 3.47% |
$417K - $519K
|
23.4K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-840- 8.03% |
$417K - $519K
|
9.62K
$6.25M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-845- 2.19% |
$420K - $522K
|
37.7K
$24.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-856- 5.18% |
$425K - $529K
|
15.7K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-858- 12.43% |
$426K - $530K
|
6.05K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-863- 4.71% |
$428K - $533K
|
17.5K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-864- 3.77% |
$429K - $534K
|
22.1K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-868- 20.01% |
$431K - $536K
|
3.47K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-870- 11.81% |
$432K - $538K
|
6.5K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-875- 12.07% |
$434K - $541K
|
6.37K
$4.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-876- 22.71% |
$435K - $541K
|
2.98K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-883- 12.28% |
$438K - $546K
|
6.31K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-885- 2.47% |
$439K - $547K
|
34.9K
$22.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-886- 5.31% |
$440K - $547K
|
15.8K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-888- 20.07% |
$441K - $549K
|
3.54K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-905- 12.59% |
$449K - $559K
|
6.28K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-905- 2.25% |
$449K - $559K
|
39.3K
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-907- 4.39% |
$450K - $560K
|
19.8K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-915- 50.05% |
$454K - $565K
|
913
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-916- 1.22% |
$455K - $566K
|
74.2K
$48.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-921- 2.03% |
$457K - $569K
|
44.4K
$28.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-923- 11.4% |
$458K - $570K
|
7.17K
$4.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-924- 3.5% |
$459K - $571K
|
25.5K
$16.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-929- 8.69% |
$461K - $574K
|
9.76K
$6.35M
|