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
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.63K- 38.1% |
$1.31M - $1.63M
|
4.28K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.64K- 6.01% |
$1.31M - $1.63M
|
41.2K
$26.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.64K- 0.95% |
$1.31M - $1.63M
|
275K
$179M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.67K- 83.01% |
$1.33M - $1.65M
|
547
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.68K- 2.29% |
$1.33M - $1.65M
|
114K
$74.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-2.69K- 25.19% |
$1.33M - $1.66M
|
7.98K
$5.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-2.7K- 4.92% |
$1.34M - $1.67M
|
52.2K
$33.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.7K- 6.36% |
$1.34M - $1.67M
|
39.8K
$25.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.72K- 13.2% |
$1.35M - $1.68M
|
17.9K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.72K- 13.24% |
$1.35M - $1.68M
|
17.8K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2.74K- 47.86% |
$1.36M - $1.69M
|
2.99K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.74K- 6.93% |
$1.36M - $1.69M
|
36.8K
$23.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.75K- 5.62% |
$1.37M - $1.7M
|
46.2K
$30M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.79K- 1.1% |
$1.38M - $1.72M
|
251K
$163M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.79K- 3.8% |
$1.39M - $1.73M
|
70.7K
$46M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.8K- 3.44% |
$1.39M - $1.73M
|
78.7K
$51.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.8K- 13.31% |
$1.39M - $1.73M
|
18.2K
$11.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.8K- 2.08% |
$1.39M - $1.73M
|
132K
$85.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.83K- 4.46% |
$1.4M - $1.75M
|
60.6K
$39.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.83K- 0.36% |
$1.4M - $1.75M
|
789K
$513M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 10.97% |
$1.41M - $1.75M
|
23K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.86K- 5.55% |
$1.42M - $1.77M
|
48.6K
$31.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.86K- 22.92% |
$1.42M - $1.77M
|
9.62K
$6.25M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.89K- 3.48% |
$1.43M - $1.78M
|
80.1K
$52.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.89K- 4.76% |
$1.43M - $1.78M
|
57.8K
$37.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 94.58% |
$1.44M - $1.79M
|
166
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.93K- 17.27% |
$1.46M - $1.81M
|
14K
$9.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.94K- 9.76% |
$1.46M - $1.81M
|
27.1K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.96K- 7.24% |
$1.47M - $1.83M
|
37.9K
$24.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.98K- 15.49% |
$1.48M - $1.84M
|
16.2K
$10.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.99K- 1.09% |
$1.48M - $1.84M
|
271K
$176M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3K- 3.16% |
$1.49M - $1.85M
|
91.9K
$59.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3K- 9.64% |
$1.49M - $1.85M
|
28.1K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.02K- 2.04% |
$1.5M - $1.87M
|
145K
$94.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.04K- 5.62% |
$1.51M - $1.88M
|
51.1K
$33.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.04K- 3.12% |
$1.51M - $1.88M
|
94.6K
$61.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-3.08K- 27.29% |
$1.53M - $1.9M
|
8.21K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.08K- 56.04% |
$1.53M - $1.91M
|
2.42K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-3.09K- 9.36% |
$1.53M - $1.91M
|
29.9K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.11K- 21.85% |
$1.54M - $1.92M
|
11.1K
$7.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.11K- 9.61% |
$1.55M - $1.92M
|
29.3K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-3.11K- 85.18% |
$1.55M - $1.92M
|
542
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.14K- 98.19% |
$1.56M - $1.94M
|
58
$37.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.16K- 19.9% |
$1.57M - $1.95M
|
12.7K
$8.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-3.16K- 3.78% |
$1.57M - $1.95M
|
80.5K
$52.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.2K- 1.29% |
$1.59M - $1.98M
|
245K
$160M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-3.21K- 2.09% |
$1.59M - $1.98M
|
150K
$97.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.34K- 12.04% |
$1.66M - $2.07M
|
24.4K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.35K- 5.23% |
$1.66M - $2.07M
|
60.6K
$39.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.36K- 12.87% |
$1.67M - $2.07M
|
22.7K
$14.8M
|