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 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.15K- 15.92% |
$1.07M - $1.33M
|
11.4K
$7.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 20.86% |
$1.2M - $1.49M
|
9.16K
$5.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 1.3% |
$1.24M - $1.54M
|
189K
$118M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.94K- 9.76% |
$1.46M - $1.81M
|
27.1K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.11K- 9.61% |
$1.55M - $1.92M
|
29.3K
$18.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.63K- 43.9% |
$1.8M - $2.24M
|
4.64K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-3.96K- 0.58% |
$1.97M - $2.45M
|
683K
$426M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.2K- 8.17% |
$2.09M - $2.59M
|
47.2K
$29.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 5.34% |
$2.24M - $2.79M
|
80.2K
$50M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.83K- 4.99% |
$2.4M - $2.98M
|
92K
$57.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-4.84K- 6.17% |
$2.4M - $2.99M
|
73.6K
$45.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.16K- 17.64% |
$2.56M - $3.19M
|
24.1K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5.7K- 3.66% |
$2.83M - $3.52M
|
150K
$93.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.5K- 10.23% |
$3.72M - $4.63M
|
65.8K
$41.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-8.1K- 88.36% |
$4.02M - $5M
|
1.07K
$666K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-9.48K- 18.45% |
$4.7M - $5.85M
|
41.9K
$26.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7K- 98.69% |
$5.33M - $6.63M
|
142
$88.6K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.1K- 30.59% |
$6.49M - $8.07M
|
29.7K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-13.1K- 17.14% |
$6.5M - $8.09M
|
63.3K
$39.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.2K- 17.79% |
$6.55M - $8.16M
|
61K
$38.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15.7K- 28.57% |
$7.8M - $9.7M
|
39.3K
$24.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.9K- 37.66% |
$9.36M - $11.6M
|
31.2K
$19.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-19.2K- 50.01% |
$9.55M - $11.9M
|
19.2K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-21.5K- 67.52% |
$10.7M - $13.3M
|
10.4K
$6.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.8K- 62.09% |
$11.8M - $14.7M
|
14.5K
$9.06M
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-35.3K- 51.18% |
$17.5M - $21.8M
|
33.6K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-68.4K- 33.17% |
$34M - $42.3M
|
138K
$86M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-183K- 99.14% |
$91M - $113M
|
1.6K
$996K
|