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 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-318- 2.45% |
$175K - $195K
|
12.7K
$6.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-321- 2.21% |
$177K - $197K
|
14.2K
$7.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-322- 13.09% |
$178K - $197K
|
2.14K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-325- 6.9% |
$179K - $199K
|
4.38K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-326- 4.24% |
$180K - $200K
|
7.37K
$3.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-330- 1.53% |
$182K - $202K
|
21.2K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-330- 1.45% |
$182K - $202K
|
22.5K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-349- 3.65% |
$192K - $214K
|
9.23K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-350- 14.16% |
$193K - $215K
|
2.12K
$1.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-363- 0.47% |
$200K - $222K
|
76.4K
$40.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-365- 7.33% |
$201K - $224K
|
4.62K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-369- 4.96% |
$203K - $226K
|
7.08K
$3.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-392- 5.12% |
$216K - $240K
|
7.26K
$3.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-400- 15.27% |
$221K - $245K
|
2.22K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-403- 14.62% |
$222K - $247K
|
2.35K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-435- 8.76% |
$240K - $267K
|
4.53K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-444- 4.36% |
$245K - $272K
|
9.74K
$5.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-445- 6.36% |
$245K - $273K
|
6.56K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-446- 3.8% |
$246K - $273K
|
11.3K
$5.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-446- 8.06% |
$246K - $273K
|
5.09K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-448- 13.72% |
$247K - $275K
|
2.82K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-457- 1.93% |
$252K - $280K
|
23.3K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-477- 6.3% |
$263K - $292K
|
7.09K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-483- 17.69% |
$266K - $296K
|
2.25K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-488- 3.91% |
$269K - $299K
|
12K
$6.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-490- 6.91% |
$270K - $300K
|
6.6K
$3.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-491- 12.97% |
$271K - $301K
|
3.3K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-500- 8.39% |
$276K - $306K
|
5.46K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-505- 13.7% |
$278K - $310K
|
3.18K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-515- 14.67% |
$284K - $316K
|
3K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-516- 0.99% |
$285K - $316K
|
51.5K
$27.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-533- 9.91% |
$294K - $327K
|
4.85K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-544- 5.87% |
$300K - $333K
|
8.73K
$4.59M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-546- 30.71% |
$301K - $335K
|
1.23K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-550- 58.89% |
$303K - $337K
|
384
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-560- 3.61% |
$309K - $343K
|
15K
$7.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-568- 10.71% |
$313K - $348K
|
4.74K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-586- 7.72% |
$323K - $359K
|
7K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-593- 38.96% |
$327K - $363K
|
929
$489K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-593- 6.04% |
$327K - $363K
|
9.22K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-594- 7.93% |
$328K - $364K
|
6.9K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-599- 35.76% |
$330K - $367K
|
1.08K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-613- 2.42% |
$338K - $376K
|
24.7K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-615- 49.48% |
$339K - $377K
|
628
$331K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-620- 11.57% |
$342K - $380K
|
4.74K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-621- 5.29% |
$342K - $381K
|
11.1K
$5.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-645- 2.54% |
$356K - $395K
|
24.7K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-645- 4.02% |
$356K - $395K
|
15.4K
$8.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-653- 2.36% |
$360K - $400K
|
27K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-660- 2.09% |
$364K - $405K
|
30.9K
$16.2M
|