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 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.44K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1- 0.04% |
$551 - $613
|
2.83K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1- 0.07% |
$551 - $613
|
1.5K
$847K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-1- 0.18% |
$551 - $613
|
542
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1- 0.19% |
$551 - $613
|
534
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-1- 0.03% |
$551 - $613
|
3.17K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.01% |
$551 - $613
|
7.12K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.61K
$2.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 0.13% |
$1.1K - $1.23K
|
1.51K
$853K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2- 0.02% |
$1.1K - $1.23K
|
10.8K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-2- 0.04% |
$1.1K - $1.23K
|
4.88K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2- 0.48% |
$1.1K - $1.23K
|
418
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2- 0.3% |
$1.1K - $1.23K
|
668
$376K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 6.06% |
$1.1K - $1.23K
|
31
$17.5K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.87K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2- 0.12% |
$1.1K - $1.23K
|
1.62K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-3- 0.07% |
$1.65K - $1.84K
|
4K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.65K - $1.84K
|
5.49K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
4.96K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.45% |
$1.65K - $1.84K
|
664
$374K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
5.11K
$2.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
15.4K
$8.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
7.03K
$3.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.08% |
$2.21K - $2.45K
|
4.85K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4- 0.1% |
$2.21K - $2.45K
|
3.87K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-4- 0.33% |
$2.21K - $2.45K
|
1.2K
$676K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4- 0.48% |
$2.21K - $2.45K
|
831
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
14K
$7.88M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.24% |
$2.21K - $2.45K
|
1.67K
$941K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4- 0.16% |
$2.21K - $2.45K
|
2.56K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
6.54K
$3.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-5- 1.01% |
$2.76K - $3.06K
|
492
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5- 0.55% |
$2.76K - $3.06K
|
904
$509K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5- 1.7% |
$2.76K - $3.06K
|
289
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-5- 0.54% |
$2.76K - $3.06K
|
917
$517K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
22.5K
$12.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.92% |
$3.31K - $3.68K
|
643
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.58K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.85% |
$3.31K - $3.68K
|
698
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6- 0.61% |
$3.31K - $3.68K
|
985
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-6- 0.3% |
$3.31K - $3.68K
|
2.01K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-6- 0.21% |
$3.31K - $3.68K
|
2.92K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.23% |
$3.31K - $3.68K
|
2.6K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-6- 3.8% |
$3.31K - $3.68K
|
152
$85.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6- 0.54% |
$3.31K - $3.68K
|
1.1K
$619K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-6- 0.15% |
$3.31K - $3.68K
|
4.04K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7- 0.61% |
$3.86K - $4.29K
|
1.14K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7- 0.5% |
$3.86K - $4.29K
|
1.4K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-7- 0.67% |
$3.86K - $4.29K
|
1.03K
$582K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.17% |
$3.86K - $4.29K
|
4.08K
$2.3M
|