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
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-381- 3.91% |
$189K - $235K
|
9.36K
$5.84M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-389- 24.84% |
$193K - $240K
|
1.18K
$735K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-397- 36.06% |
$197K - $245K
|
704
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 1.4% |
$197K - $245K
|
27.9K
$17.4M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-405- 13.24% |
$201K - $250K
|
2.65K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-430- 17.16% |
$213K - $266K
|
2.08K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-445- 12.51% |
$221K - $275K
|
3.11K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-467- 40.57% |
$232K - $289K
|
684
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-471- 2.45% |
$234K - $291K
|
18.8K
$11.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-472- 9.88% |
$234K - $292K
|
4.3K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-478- 5.18% |
$237K - $295K
|
8.75K
$5.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-498- 34.46% |
$247K - $308K
|
947
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-517- 1.15% |
$257K - $319K
|
44.4K
$27.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-534- 59.07% |
$265K - $330K
|
370
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-538- 8.16% |
$267K - $332K
|
6.06K
$3.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-539- 0.99% |
$268K - $333K
|
53.9K
$33.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 13.55% |
$273K - $339K
|
3.5K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-563- 40.56% |
$280K - $348K
|
825
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-576- 6.69% |
$286K - $356K
|
8.04K
$5.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-581- 8.33% |
$288K - $359K
|
6.39K
$3.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-587- 2.89% |
$291K - $363K
|
19.8K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-588- 1.03% |
$292K - $363K
|
56.3K
$35.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-593- 2.81% |
$294K - $366K
|
20.5K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-622- 1.93% |
$309K - $384K
|
31.6K
$19.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-652- 60.76% |
$324K - $403K
|
421
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-660- 5.51% |
$328K - $408K
|
11.3K
$7.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-664- 14.29% |
$330K - $410K
|
3.98K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-712- 0.98% |
$353K - $440K
|
71.6K
$44.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-725- 6.76% |
$360K - $448K
|
10K
$6.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-730- 1.99% |
$362K - $451K
|
35.9K
$22.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-768- 4.77% |
$381K - $475K
|
15.3K
$9.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-788- 14.44% |
$391K - $487K
|
4.67K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-820- 9.87% |
$407K - $507K
|
7.49K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-858- 12.43% |
$426K - $530K
|
6.05K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-870- 11.81% |
$432K - $538K
|
6.5K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-923- 11.4% |
$458K - $570K
|
7.17K
$4.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.79% |
$499K - $622K
|
55.2K
$34.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 0.45% |
$499K - $622K
|
221K
$138M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 1.47% |
$500K - $622K
|
67.5K
$42.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.14K- 7.66% |
$564K - $702K
|
13.7K
$8.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.24K- 3.1% |
$618K - $769K
|
38.9K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.38% |
$626K - $779K
|
22.2K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.38K- 8.57% |
$687K - $854K
|
14.8K
$9.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.39K- 1.06% |
$691K - $860K
|
129K
$80.8M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.44K- 4.65% |
$714K - $889K
|
29.5K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.19% |
$735K - $915K
|
33.9K
$21.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.63K- 7.7% |
$811K - $1.01M
|
19.6K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.67K- 1.56% |
$827K - $1.03M
|
105K
$65.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.24% |
$872K - $1.08M
|
19.5K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2K- 62.12% |
$991K - $1.23M
|
1.22K
$760K
|