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 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-52- 27.37% |
$28.7K - $31.9K
|
138
$77.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-53- 0.82% |
$29.2K - $32.5K
|
6.4K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-53- 0.39% |
$29.2K - $32.5K
|
13.7K
$7.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-54- 0.55% |
$29.8K - $33.1K
|
9.84K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-54- 0.35% |
$29.8K - $33.1K
|
15.4K
$8.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-54- 2.71% |
$29.8K - $33.1K
|
1.94K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.72% |
$29.8K - $33.1K
|
1.09K
$615K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.7% |
$30.3K - $33.7K
|
7.83K
$4.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-55- 0.81% |
$30.3K - $33.7K
|
6.73K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-55- 3.43% |
$30.3K - $33.7K
|
1.55K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.21% |
$30.3K - $33.7K
|
4.49K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-56- 5.94% |
$30.9K - $34.3K
|
887
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-56- 6.93% |
$30.9K - $34.3K
|
752
$424K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-56- 0.41% |
$30.9K - $34.3K
|
13.5K
$7.62M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-56- 1.51% |
$30.9K - $34.3K
|
3.65K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-58- 1.81% |
$32K - $35.5K
|
3.15K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-58- 8.57% |
$32K - $35.5K
|
619
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-58- 2.62% |
$32K - $35.5K
|
2.16K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-58- 0.99% |
$32K - $35.5K
|
5.81K
$3.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-59- 6.97% |
$32.5K - $36.2K
|
787
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 1.25% |
$32.5K - $36.2K
|
4.67K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-59- 6.35% |
$32.5K - $36.2K
|
870
$490K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-60- 0.56% |
$33.1K - $36.8K
|
10.7K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.72% |
$33.1K - $36.8K
|
8.31K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-60- 1.92% |
$33.1K - $36.8K
|
3.06K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-60- 2.17% |
$33.1K - $36.8K
|
2.7K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-60- 3.81% |
$33.1K - $36.8K
|
1.51K
$853K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-61- 2.89% |
$33.6K - $37.4K
|
2.05K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-62- 35.03% |
$34.2K - $38K
|
115
$64.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-62- 9.69% |
$34.2K - $38K
|
578
$326K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-62- 4.13% |
$34.2K - $38K
|
1.44K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-62- 3.88% |
$34.2K - $38K
|
1.54K
$866K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-64- 1.26% |
$35.3K - $39.2K
|
5K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-64- 1.41% |
$35.3K - $39.2K
|
4.49K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-65- 3.84% |
$35.8K - $39.8K
|
1.63K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-65- 0.2% |
$35.8K - $39.8K
|
32.7K
$18.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-70- 6.43% |
$38.6K - $42.9K
|
1.02K
$574K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 3.55% |
$38.6K - $42.9K
|
1.9K
$1.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-71- 1.96% |
$39.2K - $43.5K
|
3.56K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-71- 14.55% |
$39.2K - $43.5K
|
417
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-71- 3.34% |
$39.2K - $43.5K
|
2.05K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 1.71% |
$39.7K - $44.1K
|
4.13K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-73- 0.64% |
$40.3K - $44.7K
|
11.3K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-73- 0.47% |
$40.3K - $44.7K
|
15.5K
$8.75M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-74- 7.86% |
$40.8K - $45.4K
|
868
$489K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-75- 10.09% |
$41.4K - $46K
|
668
$376K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-76- 1.47% |
$41.9K - $46.6K
|
5.1K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-76- 1.69% |
$41.9K - $46.6K
|
4.43K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-76- 2.21% |
$41.9K - $46.6K
|
3.37K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-77- 2.34% |
$42.5K - $47.2K
|
3.21K
$1.81M
|