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 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-936- 8.26% |
$465K - $578K
|
10.4K
$6.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-937- 0.39% |
$465K - $579K
|
239K
$156M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-939- 10.63% |
$466K - $580K
|
7.9K
$5.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-940- 4.73% |
$467K - $581K
|
18.9K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-949- 1.51% |
$471K - $586K
|
62K
$40.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-952- 59.24% |
$473K - $588K
|
655
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-959- 1.55% |
$476K - $593K
|
61K
$39.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-967- 1.86% |
$480K - $597K
|
51.1K
$33.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-968- 18.1% |
$481K - $598K
|
4.38K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-970- 1.92% |
$482K - $599K
|
49.6K
$32.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-979- 4.33% |
$486K - $605K
|
21.6K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-980- 2.95% |
$487K - $605K
|
32.2K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-982- 3.22% |
$488K - $607K
|
29.5K
$19.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-983- 68.84% |
$488K - $607K
|
445
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-984- 57.71% |
$489K - $608K
|
721
$469K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-987- 1.89% |
$490K - $610K
|
51.3K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-987- 3.04% |
$490K - $610K
|
31.5K
$20.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-991- 7.22% |
$492K - $612K
|
12.7K
$8.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-992- 0.78% |
$493K - $613K
|
127K
$82.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-996- 6.64% |
$494K - $615K
|
14K
$9.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1K- 10.22% |
$496K - $618K
|
8.79K
$5.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1K- 8.9% |
$498K - $620K
|
10.3K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1K- 2.5% |
$498K - $620K
|
39.1K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1K- 2.62% |
$498K - $620K
|
37.4K
$24.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.79% |
$499K - $622K
|
55.2K
$35.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 0.45% |
$499K - $622K
|
221K
$143M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 1.47% |
$500K - $622K
|
67.5K
$43.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.01K- 0.58% |
$500K - $622K
|
173K
$112M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 3.32% |
$510K - $635K
|
29.9K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.04K- 5.67% |
$516K - $642K
|
17.3K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.04K- 5.92% |
$516K - $643K
|
16.5K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.05K- 0.61% |
$521K - $649K
|
171K
$111M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.05K- 16.95% |
$522K - $650K
|
5.15K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 36.54% |
$526K - $654K
|
1.84K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.06K- 10.95% |
$528K - $657K
|
8.65K
$5.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 13.47% |
$534K - $664K
|
6.9K
$4.49M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.08K- 27.45% |
$535K - $665K
|
2.85K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.09K- 9.44% |
$540K - $672K
|
10.4K
$6.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.1K- 29.19% |
$546K - $680K
|
2.67K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.1K- 9.93% |
$547K - $680K
|
9.99K
$6.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.1K- 17.86% |
$548K - $682K
|
5.08K
$3.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.11K- 11.14% |
$550K - $684K
|
8.83K
$5.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 21.46% |
$552K - $687K
|
4.07K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.11K- 0.76% |
$552K - $687K
|
146K
$94.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.11K- 24.32% |
$553K - $688K
|
3.46K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-1.11K- 37.13% |
$553K - $688K
|
1.89K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.12K- 7.2% |
$556K - $691K
|
14.4K
$9.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.12K- 4.25% |
$557K - $693K
|
25.2K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.12K- 16.13% |
$558K - $694K
|
5.84K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.12K- 13.59% |
$558K - $694K
|
7.14K
$4.64M
|