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 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.89K- 6.31% |
$936K - $1.17M
|
28K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.9K- 1.18% |
$942K - $1.17M
|
159K
$103M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.91K- 22.56% |
$949K - $1.18M
|
6.56K
$4.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.92K- 2.45% |
$952K - $1.19M
|
76.5K
$49.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 7.35% |
$954K - $1.19M
|
24.2K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.93K- 2.89% |
$957K - $1.19M
|
64.8K
$42.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.94K- 5.59% |
$964K - $1.2M
|
32.8K
$21.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.95K- 8.47% |
$968K - $1.2M
|
21.1K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.96K- 1.84% |
$972K - $1.21M
|
104K
$67.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.96K- 13.01% |
$974K - $1.21M
|
13.1K
$8.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.98K- 6.87% |
$984K - $1.22M
|
26.9K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.99K- 37.86% |
$986K - $1.23M
|
3.26K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.99K- 11.25% |
$987K - $1.23M
|
15.7K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.99K- 8.5% |
$989K - $1.23M
|
21.5K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2K- 62.12% |
$991K - $1.23M
|
1.22K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-2K- 37.74% |
$993K - $1.24M
|
3.3K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2K- 42.53% |
$993K - $1.24M
|
2.7K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.05K- 11.54% |
$1.02M - $1.27M
|
15.7K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 5.87% |
$1.02M - $1.27M
|
32.9K
$21.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.05K- 34.14% |
$1.02M - $1.27M
|
3.96K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.06K- 18.41% |
$1.02M - $1.27M
|
9.13K
$5.94M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-2.08K- 2.42% |
$1.03M - $1.29M
|
84.1K
$54.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.1K- 9.37% |
$1.04M - $1.3M
|
20.3K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.11K- 73.31% |
$1.05M - $1.3M
|
767
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.12K- 79.42% |
$1.05M - $1.31M
|
549
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.13K- 4.17% |
$1.06M - $1.32M
|
49K
$31.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.13K- 39.16% |
$1.06M - $1.32M
|
3.31K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.14K- 7.05% |
$1.06M - $1.32M
|
28.2K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.15K- 9.17% |
$1.06M - $1.33M
|
21.3K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.15K- 15.92% |
$1.07M - $1.33M
|
11.4K
$7.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.27K- 80.24% |
$1.13M - $1.4M
|
558
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 2.65% |
$1.13M - $1.41M
|
83.6K
$54.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.29K- 1.37% |
$1.14M - $1.42M
|
165K
$107M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 10.43% |
$1.15M - $1.43M
|
19.9K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.34K- 5.99% |
$1.16M - $1.44M
|
36.6K
$23.8M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.34K- 18.06% |
$1.16M - $1.44M
|
10.6K
$6.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.36K- 11.61% |
$1.17M - $1.46M
|
18K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 17.0% |
$1.17M - $1.46M
|
11.6K
$7.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 20.86% |
$1.2M - $1.49M
|
9.16K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-2.43K- 0.2% |
$1.21M - $1.5M
|
1.21M
$788M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.45K- 30.44% |
$1.22M - $1.51M
|
5.6K
$3.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.48K- 5.74% |
$1.23M - $1.53M
|
40.7K
$26.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 1.3% |
$1.24M - $1.54M
|
189K
$123M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.52K- 32.5% |
$1.25M - $1.56M
|
5.24K
$3.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-2.53K- 8.81% |
$1.26M - $1.57M
|
26.2K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.55K- 7.95% |
$1.27M - $1.58M
|
29.5K
$19.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.56K- 4.24% |
$1.27M - $1.58M
|
57.7K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-2.56K- 45.23% |
$1.27M - $1.58M
|
3.1K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-2.59K- 6.95% |
$1.29M - $1.6M
|
34.7K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.63K- 5.22% |
$1.31M - $1.62M
|
47.7K
$31M
|