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 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-8.87K- 9.61% |
$4.4M - $5.48M
|
83.4K
$54.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-8.97K- 1.61% |
$4.45M - $5.54M
|
550K
$358M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-9.23K- 46.88% |
$4.58M - $5.7M
|
10.5K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-9.35K- 75.73% |
$4.64M - $5.78M
|
3K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-9.37K- 18.17% |
$4.65M - $5.79M
|
42.2K
$27.4M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-9.39K- 96.58% |
$4.66M - $5.8M
|
333
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-9.39K- 24.82% |
$4.66M - $5.8M
|
28.5K
$18.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-9.48K- 18.45% |
$4.7M - $5.85M
|
41.9K
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-9.57K- 63.79% |
$4.75M - $5.91M
|
5.43K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-9.64K- 31.28% |
$4.79M - $5.96M
|
21.2K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-9.71K- 5.66% |
$4.82M - $6M
|
162K
$105M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-9.79K- 50.89% |
$4.86M - $6.05M
|
9.44K
$6.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.87K- 9.76% |
$4.9M - $6.1M
|
91.3K
$59.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Valiant Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-9.89K- 5.6% |
$4.91M - $6.11M
|
167K
$108M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-10.1K- 3.22% |
$5.02M - $6.25M
|
304K
$198M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.2K- 96.04% |
$5.04M - $6.27M
|
419
$272K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 19.67% |
$5.05M - $6.29M
|
41.6K
$27M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-10.3K- 19.53% |
$5.1M - $6.35M
|
42.3K
$27.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.6K- 64.24% |
$5.25M - $6.53M
|
5.88K
$3.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-10.7K- 66.24% |
$5.3M - $6.59M
|
5.44K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7K- 98.69% |
$5.33M - $6.63M
|
142
$92.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10.9K- 96.31% |
$5.39M - $6.71M
|
416
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11K- 5.79% |
$5.46M - $6.79M
|
179K
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-11K- 8.63% |
$5.46M - $6.8M
|
116K
$75.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11.1K- 1.52% |
$5.49M - $6.83M
|
717K
$467M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-11.1K- 48.47% |
$5.5M - $6.85M
|
11.8K
$7.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 75.67% |
$5.62M - $7M
|
3.64K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 63.17% |
$5.72M - $7.12M
|
6.72K
$4.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-11.6K- 54.41% |
$5.74M - $7.14M
|
9.68K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-11.8K- 16.67% |
$5.83M - $7.26M
|
58.7K
$38.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-11.9K- 5.63% |
$5.91M - $7.35M
|
199K
$130M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-12.1K- 46.0% |
$6M - $7.46M
|
14.2K
$9.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12.2K- 19.24% |
$6.07M - $7.55M
|
51.3K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-12.3K- 65.32% |
$6.12M - $7.61M
|
6.54K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-12.4K- 50.31% |
$6.13M - $7.63M
|
12.2K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.4K- 39.17% |
$6.14M - $7.64M
|
19.2K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-12.5K- 87.4% |
$6.2M - $7.71M
|
1.8K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-12.7K- 16.75% |
$6.29M - $7.83M
|
63K
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.9K- 12.22% |
$6.39M - $7.95M
|
92.5K
$60.1M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.1K- 30.59% |
$6.49M - $8.07M
|
29.7K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-13.1K- 17.14% |
$6.5M - $8.09M
|
63.3K
$41.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.2K- 17.79% |
$6.55M - $8.16M
|
61K
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.4K- 30.59% |
$6.64M - $8.26M
|
30.3K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.8K- 32.44% |
$6.85M - $8.52M
|
28.7K
$18.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.8K- 13.8% |
$6.87M - $8.55M
|
86.4K
$56.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 7.82% |
$6.94M - $8.63M
|
165K
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-14.4K- 10.67% |
$7.12M - $8.87M
|
120K
$78.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-14.9K- 6.1% |
$7.37M - $9.18M
|
229K
$149M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.9K- 87.67% |
$7.39M - $9.2M
|
2.1K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-15K- 99.99% |
$7.45M - $9.27M
|
2
$1.3K
|