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 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.45K- 4.69% |
$1.71M - $2.13M
|
70.2K
$45.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.49K- 84.73% |
$1.73M - $2.15M
|
628
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.51K- 2.67% |
$1.74M - $2.17M
|
128K
$83M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.53K- 95.43% |
$1.75M - $2.18M
|
169
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.63K- 43.9% |
$1.8M - $2.24M
|
4.64K
$3.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.69K- 5.99% |
$1.83M - $2.28M
|
58K
$37.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 9.91% |
$1.84M - $2.29M
|
33.7K
$21.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.73K- 3.03% |
$1.85M - $2.31M
|
119K
$77.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 2.43% |
$1.85M - $2.31M
|
150K
$97.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.83K- 90.14% |
$1.9M - $2.37M
|
419
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.84K- 13.6% |
$1.91M - $2.37M
|
24.4K
$15.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.88K- 13.03% |
$1.93M - $2.4M
|
25.9K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.92K- 7.01% |
$1.94M - $2.42M
|
51.9K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.95K- 22.34% |
$1.96M - $2.44M
|
13.7K
$8.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-3.96K- 0.58% |
$1.97M - $2.45M
|
683K
$444M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 30.21% |
$2M - $2.49M
|
9.32K
$6.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.07K- 2.0% |
$2.02M - $2.51M
|
199K
$130M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.08K- 7.36% |
$2.02M - $2.52M
|
51.4K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-4.09K- 18.38% |
$2.03M - $2.53M
|
18.2K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 1.18% |
$2.04M - $2.54M
|
345K
$224M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.2K- 8.17% |
$2.09M - $2.59M
|
47.2K
$30.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.2K- 93.85% |
$2.09M - $2.59M
|
275
$179K
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 8.48% |
$2.09M - $2.61M
|
45.5K
$29.6M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.24K- 7.07% |
$2.11M - $2.62M
|
55.7K
$36.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.27K- 0.4% |
$2.12M - $2.64M
|
1.06M
$688M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.27K- 7.08% |
$2.12M - $2.64M
|
56.1K
$36.5M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.28K- 4.85% |
$2.12M - $2.64M
|
84K
$54.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-4.32K- 55.21% |
$2.14M - $2.67M
|
3.5K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.38K- 42.59% |
$2.17M - $2.71M
|
5.9K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.38K- 11.82% |
$2.18M - $2.71M
|
32.7K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.43K- 16.02% |
$2.2M - $2.74M
|
23.2K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.44K- 88.84% |
$2.21M - $2.74M
|
558
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.48K- 27.12% |
$2.22M - $2.76M
|
12K
$7.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 5.34% |
$2.24M - $2.79M
|
80.2K
$52.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-4.52K- 38.08% |
$2.25M - $2.8M
|
7.36K
$4.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-4.6K- 28.32% |
$2.28M - $2.84M
|
11.6K
$7.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.64K- 3.27% |
$2.3M - $2.86M
|
137K
$89.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.66K- 1.21% |
$2.31M - $2.88M
|
382K
$248M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-4.66K- 71.58% |
$2.31M - $2.88M
|
1.85K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.78K- 5.06% |
$2.37M - $2.95M
|
89.7K
$58.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 17.71% |
$2.38M - $2.96M
|
22.2K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-4.8K- 39.09% |
$2.39M - $2.97M
|
7.49K
$4.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.83K- 4.99% |
$2.4M - $2.98M
|
92K
$59.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-4.84K- 6.17% |
$2.4M - $2.99M
|
73.6K
$47.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.85K- 22.17% |
$2.41M - $3M
|
17K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 16.11% |
$2.49M - $3.1M
|
26.2K
$17M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-5.03K- 1.55% |
$2.5M - $3.11M
|
320K
$208M
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-5.08K- 8.76% |
$2.52M - $3.14M
|
52.9K
$34.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.13K- 21.0% |
$2.55M - $3.17M
|
19.3K
$12.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.14K- 5.56% |
$2.55M - $3.18M
|
87.4K
$56.8M
|