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 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-6.74K- 14.93% |
$3.72M - $4.13M
|
38.4K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.76K- 21.58% |
$3.73M - $4.14M
|
24.6K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-6.88K- 17.51% |
$3.79M - $4.21M
|
32.4K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.96K- 9.5% |
$3.84M - $4.27M
|
66.3K
$34.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.59K- 71.39% |
$4.18M - $4.65M
|
3.04K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.28K- 21.83% |
$4.56M - $5.07M
|
29.6K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-8.58K- 23.28% |
$4.73M - $5.26M
|
28.3K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.68K- 27.02% |
$4.78M - $5.32M
|
23.4K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-9K- 31.19% |
$4.96M - $5.52M
|
19.9K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-9.33K- 10.63% |
$5.14M - $5.72M
|
78.4K
$41.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.84K- 80.9% |
$5.43M - $6.03M
|
2.32K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10K- 21.78% |
$5.51M - $6.13M
|
35.9K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-10.3K- 23.7% |
$5.7M - $6.34M
|
33.3K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.9K- 6.13% |
$6.01M - $6.68M
|
167K
$87.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.4K- 6.81% |
$6.26M - $6.96M
|
155K
$81.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.8K- 0.99% |
$6.51M - $7.24M
|
1.18M
$621M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.2K- 21.7% |
$6.75M - $7.51M
|
44.2K
$23.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-14.3K- 92.14% |
$7.88M - $8.76M
|
1.22K
$642K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 14.25% |
$8M - $8.89M
|
87.2K
$45.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14.6K- 92.3% |
$8.04M - $8.93M
|
1.22K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-17.4K- 36.92% |
$9.61M - $10.7M
|
29.8K
$15.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-17.5K- 3.36% |
$9.64M - $10.7M
|
503K
$265M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.9K- 18.87% |
$9.87M - $11M
|
77K
$40.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 23.73% |
$11.2M - $12.5M
|
65.4K
$34.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-20.6K- 65.77% |
$11.4M - $12.6M
|
10.7K
$5.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
SELL
|
- |
-21.4KClosed |
$11.8M - $13.1M
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-22.7K- 39.16% |
$12.5M - $13.9M
|
35.2K
$18.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-24.2K- 71.43% |
$13.3M - $14.8M
|
9.67K
$5.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.8K- 69.82% |
$14.8M - $16.4M
|
11.6K
$6.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-30.9K- 87.99% |
$17M - $18.9M
|
4.22K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-38.2K- 67.23% |
$21.1M - $23.4M
|
18.6K
$9.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-40.5K- 98.41% |
$22.3M - $24.8M
|
656
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-48.9K- 91.52% |
$27M - $30M
|
4.53K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-52.9K- 7.16% |
$29.2M - $32.5M
|
687K
$361M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-63.5K- 96.09% |
$35M - $38.9M
|
2.58K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-63.9K- 35.02% |
$35.2M - $39.2M
|
119K
$62.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-80K- 94.96% |
$44.1M - $49M
|
4.24K
$2.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-101K- 49.79% |
$55.7M - $61.9M
|
102K
$53.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-128K- 97.99% |
$70.4M - $78.3M
|
2.63K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-149K- 79.7% |
$82.4M - $91.6M
|
38K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-364K- 96.54% |
$201M - $223M
|
13K
$6.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.53M- 99.82% |
$2.5B - $2.77B
|
8.11K
$4.27M
|