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 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-97- 3.43% |
$48.2K - $59.9K
|
2.73K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 3.0% |
$49.6K - $61.8K
|
3.23K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 0.46% |
$49.6K - $61.8K
|
21.9K
$13.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 1.69% |
$54.6K - $68K
|
6.4K
$4M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-111- 1.59% |
$55.1K - $68.6K
|
6.89K
$4.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-114- 1.74% |
$56.6K - $70.4K
|
6.44K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-114- 1.17% |
$56.6K - $70.4K
|
9.59K
$5.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-115- 12.38% |
$57.1K - $71.1K
|
814
$508K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-131- 5.62% |
$65K - $80.9K
|
2.2K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-133- 27.03% |
$66K - $82.2K
|
359
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-135- 5.77% |
$67K - $83.4K
|
2.2K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-139- 2.98% |
$69K - $85.9K
|
4.53K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-147- 3.91% |
$73K - $90.8K
|
3.61K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-156- 18.42% |
$77.5K - $96.4K
|
691
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 0.43% |
$77.9K - $97K
|
36.4K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-157- 7.2% |
$77.9K - $97K
|
2.03K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-160- 0.59% |
$79.4K - $98.9K
|
26.8K
$16.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-164- 5.18% |
$81.4K - $101K
|
3.01K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-164- 0.73% |
$81.4K - $101K
|
22.3K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-165- 10.54% |
$81.9K - $102K
|
1.4K
$874K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-171- 0.69% |
$84.9K - $106K
|
24.6K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177- 7.98% |
$87.9K - $109K
|
2.04K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-182- 0.62% |
$90.4K - $112K
|
29.2K
$18.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-187- 0.42% |
$92.8K - $116K
|
44.5K
$27.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-188- 1.18% |
$93.3K - $116K
|
15.7K
$9.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-190- 23.93% |
$94.3K - $117K
|
604
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 1.37% |
$97.8K - $122K
|
14.1K
$8.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-201- 3.81% |
$99.8K - $124K
|
5.07K
$3.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 8.43% |
$109K - $136K
|
2.39K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-222- 1.75% |
$110K - $137K
|
12.5K
$7.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-223- 20.04% |
$111K - $138K
|
890
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-245- 0.4% |
$122K - $151K
|
60.8K
$37.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-250- 0.47% |
$124K - $154K
|
52.8K
$32.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-251- 1.1% |
$125K - $155K
|
22.5K
$14M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-257- 21.35% |
$128K - $159K
|
947
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.71% |
$134K - $167K
|
9.71K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-273- 19.9% |
$136K - $169K
|
1.1K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-274- 36.44% |
$136K - $169K
|
478
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-274- 5.58% |
$136K - $169K
|
4.63K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-281- 2.41% |
$140K - $174K
|
11.4K
$7.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-285- 1.08% |
$141K - $176K
|
26K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-294- 1.44% |
$146K - $182K
|
20.1K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 2.72% |
$152K - $190K
|
11K
$6.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-312- 3.57% |
$155K - $193K
|
8.42K
$5.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-319- 2.48% |
$158K - $197K
|
12.5K
$7.82M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-346- 1.57% |
$172K - $214K
|
21.7K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-347- 13.35% |
$172K - $214K
|
2.25K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-348- 32.16% |
$173K - $215K
|
734
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-360- 5.32% |
$179K - $222K
|
6.41K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-363- 14.96% |
$180K - $224K
|
2.06K
$1.29M
|