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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.46K- 23.07% |
$725K - $903K
|
4.87K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.48K- 6.36% |
$734K - $914K
|
21.8K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.19% |
$735K - $915K
|
33.9K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.49K- 25.57% |
$738K - $918K
|
4.33K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 6.59% |
$751K - $935K
|
21.4K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 9.72% |
$756K - $941K
|
14.1K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.53K- 39.09% |
$757K - $942K
|
2.38K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.53K- 38.88% |
$760K - $946K
|
2.41K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.54K- 0.48% |
$762K - $948K
|
315K
$205M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.54K- 72.56% |
$764K - $951K
|
582
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.56K- 5.29% |
$773K - $961K
|
27.9K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.56K- 2.14% |
$774K - $963K
|
71.3K
$46.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.57K- 4.13% |
$778K - $968K
|
36.4K
$23.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.58K- 23.05% |
$784K - $976K
|
5.27K
$3.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.59K- 6.75% |
$790K - $984K
|
22K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.6K- 0.62% |
$792K - $986K
|
255K
$166M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 52.04% |
$792K - $986K
|
1.47K
$957K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.61K- 11.26% |
$798K - $993K
|
12.7K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 10.39% |
$799K - $994K
|
13.9K
$9.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.61K- 3.8% |
$800K - $995K
|
40.8K
$26.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.62K- 7.4% |
$802K - $998K
|
20.2K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.63K- 21.03% |
$808K - $1.01M
|
6.11K
$3.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.63K- 7.7% |
$811K - $1.01M
|
19.6K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.63K- 0.77% |
$811K - $1.01M
|
212K
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.64K- 4.09% |
$812K - $1.01M
|
38.3K
$24.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.67K- 1.56% |
$827K - $1.03M
|
105K
$68.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.67K- 0.46% |
$830K - $1.03M
|
364K
$237M
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.68K- 40.68% |
$834K - $1.04M
|
2.45K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.68K- 76.05% |
$834K - $1.04M
|
529
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 1.56% |
$837K - $1.04M
|
106K
$69M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.7K- 1.93% |
$843K - $1.05M
|
86.4K
$56.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.7K- 0.41% |
$845K - $1.05M
|
418K
$272M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.71K- 9.42% |
$848K - $1.06M
|
16.4K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.71% |
$858K - $1.07M
|
62.1K
$40.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 35.7% |
$859K - $1.07M
|
3.12K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.74K- 1.45% |
$866K - $1.08M
|
118K
$76.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.75K- 1.81% |
$869K - $1.08M
|
94.9K
$61.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.75K- 41.07% |
$869K - $1.08M
|
2.51K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.76K- 33.0% |
$871K - $1.08M
|
3.56K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.24% |
$872K - $1.08M
|
19.5K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.76K- 11.96% |
$875K - $1.09M
|
13K
$8.44M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.77K- 10.13% |
$876K - $1.09M
|
15.7K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 10.75% |
$881K - $1.1M
|
14.7K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.78K- 80.18% |
$884K - $1.1M
|
440
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.78K- 30.88% |
$884K - $1.1M
|
3.99K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.82K- 2.79% |
$906K - $1.13M
|
63.6K
$41.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 8.5% |
$906K - $1.13M
|
19.6K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.85K- 12.98% |
$917K - $1.14M
|
12.4K
$8.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.86K- 16.57% |
$921K - $1.15M
|
9.34K
$6.08M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.87K- 1.0% |
$928K - $1.16M
|
185K
$120M
|