Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$76.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94- 7.56% |
$51.8K - $57.6K
|
1.15K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-95- 15.86% |
$52.4K - $58.2K
|
504
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-101- 19.46% |
$55.7K - $61.9K
|
418
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-101- 12.55% |
$55.7K - $61.9K
|
704
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 0.19% |
$56.8K - $63.1K
|
55K
$28.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-103- 9.04% |
$56.8K - $63.1K
|
1.04K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-104- 4.2% |
$57.3K - $63.7K
|
2.37K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-107- 2.8% |
$59K - $65.6K
|
3.72K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-108- 5.04% |
$59.6K - $66.2K
|
2.04K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-109- 0.63% |
$60.1K - $66.8K
|
17.3K
$9.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-110- 4.51% |
$60.7K - $67.4K
|
2.33K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-111- 1.0% |
$61.2K - $68K
|
11K
$5.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-111- 1.93% |
$61.2K - $68K
|
5.64K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-115- 8.16% |
$63.4K - $70.5K
|
1.3K
$682K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-115- 16.43% |
$63.4K - $70.5K
|
585
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-116- 14.32% |
$64K - $71.1K
|
694
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-116- 24.32% |
$64K - $71.1K
|
361
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 62.11% |
$65.1K - $72.3K
|
72
$37.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-118- 1.98% |
$65.1K - $72.3K
|
5.86K
$3.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-122- 3.53% |
$67.3K - $74.8K
|
3.33K
$1.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 2.31% |
$67.8K - $75.4K
|
5.19K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-124- 0.41% |
$68.4K - $76K
|
30.2K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-124- 24.36% |
$68.4K - $76K
|
385
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-125- 1.67% |
$68.9K - $76.6K
|
7.36K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-125- 1.61% |
$68.9K - $76.6K
|
7.65K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-127- 4.41% |
$70K - $77.8K
|
2.75K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-131- 0.65% |
$72.2K - $80.3K
|
20.1K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-131- 4.74% |
$72.2K - $80.3K
|
2.63K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-133- 4.95% |
$73.3K - $81.5K
|
2.55K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-137- 2.66% |
$75.5K - $84K
|
5.02K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-137- 1.11% |
$75.5K - $84K
|
12.2K
$6.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-137- 15.6% |
$75.5K - $84K
|
741
$390K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-138- 1.03% |
$76.1K - $84.6K
|
13.2K
$6.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-138- 5.02% |
$76.1K - $84.6K
|
2.61K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-142- 0.6% |
$78.3K - $87K
|
23.4K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.58% |
$81.6K - $90.7K
|
2.1K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-148- 4.34% |
$81.6K - $90.7K
|
3.26K
$1.72M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.48% |
$82.7K - $91.9K
|
2.17K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-150- 5.4% |
$82.7K - $91.9K
|
2.63K
$1.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-150- 1.32% |
$82.7K - $91.9K
|
11.2K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-152- 0.74% |
$83.8K - $93.2K
|
20.3K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-155- 3.94% |
$85.5K - $95K
|
3.78K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-159- 8.06% |
$87.7K - $97.5K
|
1.81K
$954K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-161- 0.58% |
$88.8K - $98.7K
|
27.4K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-163- 50.46% |
$89.9K - $99.9K
|
160
$84.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-164- 1.93% |
$90.4K - $101K
|
8.34K
$4.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-167- 1.06% |
$92.1K - $102K
|
15.7K
$8.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-169- 4.33% |
$93.2K - $104K
|
3.74K
$1.97M
|