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 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.21K+ 19.9% |
$3.08M - $3.83M
|
37.4K
$24.3M
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.17K+ 20.43% |
$3.07M - $3.81M
|
36.4K
$23.7M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.13K+ 17.38% |
$3.04M - $3.79M
|
41.4K
$26.9M
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.06K+ 39.8% |
$3.01M - $3.75M
|
21.3K
$13.9M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
6.03K+ 6.07% |
$2.99M - $3.72M
|
105K
$68.5M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.98K+ 15.19% |
$2.97M - $3.69M
|
45.4K
$29.5M
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.97K+ 23.39% |
$2.96M - $3.69M
|
31.5K
$20.5M
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
5.94K+ 113.46% |
$2.95M - $3.67M
|
11.2K
$7.27M
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
5.94K+ 68.98% |
$2.95M - $3.67M
|
14.5K
$9.46M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.93K+ 6.2% |
$2.95M - $3.67M
|
102K
$66.1M
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.93K+ 33.42% |
$2.94M - $3.66M
|
23.7K
$15.4M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.86K+ 31.02% |
$2.91M - $3.62M
|
24.7K
$16.1M
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.84K+ 34.67% |
$2.9M - $3.61M
|
22.7K
$14.7M
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.83K+ 26.19% |
$2.9M - $3.6M
|
28.1K
$18.3M
|
|
Aug 15, 2025
Q2 2025
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
5.82K+ 582.1% |
$2.89M - $3.6M
|
6.82K
$4.44M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.82K+ 105.86% |
$2.89M - $3.59M
|
11.3K
$7.35M
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5.79K+ 731.44% |
$2.88M - $3.58M
|
6.59K
$4.28M
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.75K+ 99.07% |
$2.85M - $3.55M
|
11.6K
$7.51M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 40.66% |
$2.85M - $3.55M
|
19.9K
$12.9M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.72K+ 0.84% |
$2.84M - $3.53M
|
689K
$448M
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.62K+ 993.81% |
$2.79M - $3.47M
|
6.18K
$4.02M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.61K+ 17.87% |
$2.79M - $3.47M
|
37K
$24.1M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.56K+ 59.67% |
$2.76M - $3.43M
|
14.9K
$9.67M
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.56K+ 34.52% |
$2.76M - $3.43M
|
21.7K
$14.1M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.52K+ 7.32% |
$2.74M - $3.41M
|
80.9K
$52.6M
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 2.18% |
$2.73M - $3.4M
|
258K
$168M
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.39K+ 29.5% |
$2.68M - $3.33M
|
23.7K
$15.4M
|
|
Aug 14, 2025
Q2 2025
|
Greenvale Capital LLP
London, X0 |
BUY
|
- |
5.35K+ 33.13% |
$2.66M - $3.31M
|
21.5K
$14M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.31K+ 0.84% |
$2.64M - $3.28M
|
638K
$415M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.28K+ 0.62% |
$2.62M - $3.26M
|
860K
$559M
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.26K+ 17.04% |
$2.61M - $3.25M
|
36.1K
$23.5M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.21K+ 585.19% |
$2.59M - $3.22M
|
6.11K
$3.97M
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.19K+ 9.36% |
$2.57M - $3.2M
|
60.6K
$39.4M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.18K+ 6.86% |
$2.57M - $3.2M
|
80.7K
$52.5M
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
5.14K+ 78.13% |
$2.55M - $3.18M
|
11.7K
$7.62M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.13KNew |
$2.55M - $3.17M
|
5.13K
$3.34M
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
5.09K+ 120.84% |
$2.53M - $3.14M
|
9.3K
$6.04M
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
5.08KNew |
$2.52M - $3.14M
|
5.08K
$3.3M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.04K+ 44.19% |
$2.5M - $3.11M
|
16.4K
$10.7M
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
5.03K+ 0.61% |
$2.5M - $3.11M
|
828K
$539M
|
|
Aug 12, 2025
Q2 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
5K+ 34.14% |
$2.48M - $3.09M
|
19.6K
$12.8M
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4.92KNew |
$2.44M - $3.04M
|
4.92K
$3.2M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.84K+ 0.78% |
$2.4M - $2.99M
|
622K
$404M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.83K+ 0.15% |
$2.4M - $2.98M
|
3.13M
$2.04B
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 5.52% |
$2.39M - $2.97M
|
92K
$59.9M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.81K+ 3.69% |
$2.39M - $2.97M
|
135K
$87.9M
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
4.77KNew |
$2.37M - $2.95M
|
4.77K
$3.1M
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.76K+ 292.2% |
$2.36M - $2.94M
|
6.39K
$4.15M
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
4.73K+ 40.22% |
$2.35M - $2.92M
|
16.5K
$10.7M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.67K+ 36.78% |
$2.32M - $2.88M
|
17.4K
$11.3M
|