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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
$3.86K - $4.29K
|
1.67K
$940K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-8- 0.43% |
$4.41K - $4.9K
|
1.87K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 0.52% |
$4.41K - $4.9K
|
1.53K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 0.42% |
$4.41K - $4.9K
|
1.9K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.06K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8- 0.15% |
$4.41K - $4.9K
|
5.33K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-8- 0.16% |
$4.41K - $4.9K
|
4.87K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-8- 0.04% |
$4.41K - $4.9K
|
18.7K
$10.5M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.95% |
$4.96K - $5.52K
|
942
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9- 1.81% |
$4.96K - $5.52K
|
489
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-9- 4.66% |
$4.96K - $5.52K
|
184
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-9- 1.14% |
$4.96K - $5.52K
|
781
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-9- 0.18% |
$4.96K - $5.52K
|
5.01K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 0.25% |
$5.51K - $6.13K
|
3.95K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-10- 2.49% |
$5.51K - $6.13K
|
392
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10- 0.8% |
$5.51K - $6.13K
|
1.24K
$696K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-10- 2.03% |
$5.51K - $6.13K
|
482
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.12% |
$5.51K - $6.13K
|
8.1K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.46% |
$5.51K - $6.13K
|
2.18K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 7.58% |
$5.51K - $6.13K
|
122
$68.7K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.43% |
$5.51K - $6.13K
|
2.34K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.68% |
$5.51K - $6.13K
|
1.46K
$825K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.78% |
$6.07K - $6.74K
|
1.4K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.74% |
$6.07K - $6.74K
|
1.48K
$835K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-11- 1.06% |
$6.07K - $6.74K
|
1.02K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.02% |
$6.07K - $6.74K
|
60.5K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-11- 1.95% |
$6.07K - $6.74K
|
554
$312K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11- 0.07% |
$6.07K - $6.74K
|
14.9K
$8.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 5.13% |
$6.62K - $7.36K
|
222
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-12- 0.27% |
$6.62K - $7.36K
|
4.44K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-12- 0.29% |
$6.62K - $7.36K
|
4.12K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.11% |
$7.17K - $7.97K
|
12.3K
$6.94M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-13- 3.1% |
$7.17K - $7.97K
|
406
$229K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-13- 1.33% |
$7.17K - $7.97K
|
965
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14- 0.36% |
$7.72K - $8.58K
|
3.83K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.94% |
$8.27K - $9.19K
|
1.58K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-15- 0.17% |
$8.27K - $9.19K
|
8.75K
$4.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-15- 0.82% |
$8.27K - $9.19K
|
1.82K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-15- 1.02% |
$8.27K - $9.19K
|
1.46K
$821K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-15- 3.56% |
$8.27K - $9.19K
|
406
$229K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15- 0.37% |
$8.27K - $9.19K
|
3.99K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 0.33% |
$8.27K - $9.19K
|
4.48K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16- 0.07% |
$8.82K - $9.81K
|
24.4K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-16- 1.53% |
$8.82K - $9.81K
|
1.03K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-16- 0.19% |
$8.82K - $9.81K
|
8.59K
$4.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16- 0.61% |
$8.82K - $9.81K
|
2.61K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-16- 0.34% |
$8.82K - $9.81K
|
4.69K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-16- 0.61% |
$8.82K - $9.81K
|
2.62K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-17- 1.99% |
$9.37K - $10.4K
|
836
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-17- 1.94% |
$9.37K - $10.4K
|
858
$483K
|