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
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.13K- 19.81% |
$562K - $699K
|
4.58K
$2.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.14K- 7.66% |
$564K - $702K
|
13.7K
$8.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.15K- 47.34% |
$570K - $710K
|
1.28K
$831K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 2.58% |
$574K - $715K
|
43.6K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.16K- 13.93% |
$577K - $718K
|
7.18K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 30.3% |
$578K - $719K
|
2.68K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.18K- 41.15% |
$588K - $732K
|
1.69K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.2K- 27.16% |
$595K - $740K
|
3.21K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 6.66% |
$597K - $743K
|
16.8K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 5.65% |
$597K - $743K
|
20.1K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.2K- 60.47% |
$598K - $744K
|
787
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.21K- 35.97% |
$599K - $745K
|
2.15K
$1.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.21K- 8.04% |
$599K - $745K
|
13.8K
$8.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.22K- 5.88% |
$604K - $752K
|
19.5K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-1.23K- 6.11% |
$611K - $760K
|
18.9K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.24K- 11.9% |
$613K - $763K
|
9.15K
$5.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 11.86% |
$613K - $763K
|
9.18K
$5.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.24K- 5.51% |
$616K - $767K
|
21.3K
$13.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.24K- 3.1% |
$618K - $769K
|
38.9K
$25.3M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.25K- 28.11% |
$619K - $770K
|
3.19K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 6.82% |
$625K - $777K
|
17.2K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.26K- 11.11% |
$625K - $777K
|
10.1K
$6.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.38% |
$626K - $779K
|
22.2K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.26K- 20.79% |
$627K - $780K
|
4.81K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.27K- 51.4% |
$629K - $783K
|
1.2K
$779K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 2.99% |
$629K - $783K
|
41.1K
$26.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.27K- 26.63% |
$632K - $786K
|
3.5K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 10.02% |
$638K - $795K
|
11.5K
$7.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.31K- 11.15% |
$649K - $808K
|
10.4K
$6.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.33K- 6.28% |
$662K - $824K
|
19.9K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 0.87% |
$663K - $825K
|
152K
$98.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.34K- 16.1% |
$666K - $829K
|
6.99K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.34K- 15.64% |
$667K - $830K
|
7.24K
$4.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.36K- 2.45% |
$674K - $839K
|
54.2K
$35.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.36K- 26.51% |
$677K - $842K
|
3.78K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-1.37K- 6.92% |
$679K - $845K
|
18.4K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.38K- 8.57% |
$687K - $854K
|
14.8K
$9.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.39K- 1.06% |
$691K - $860K
|
129K
$84.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 13.86% |
$694K - $863K
|
8.68K
$5.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.4K- 17.03% |
$696K - $866K
|
6.83K
$4.44M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.4K- 23.49% |
$697K - $867K
|
4.57K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.41K- 44.16% |
$698K - $869K
|
1.78K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.41K- 6.97% |
$700K - $871K
|
18.8K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.42K- 3.15% |
$704K - $876K
|
43.7K
$28.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.43K- 5.12% |
$712K - $886K
|
26.6K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.44K- 1.5% |
$712K - $887K
|
94.4K
$61.4M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.44K- 4.65% |
$714K - $889K
|
29.5K
$19.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.44K- 2.37% |
$715K - $890K
|
59.3K
$38.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.44K- 1.41% |
$716K - $891K
|
101K
$65.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1.45K- 10.6% |
$717K - $893K
|
12.2K
$7.92M
|