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 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-78- 2.72% |
$43K - $47.8K
|
2.79K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-79- 7.16% |
$43.6K - $48.4K
|
1.03K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-79- 16.02% |
$43.6K - $48.4K
|
414
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-80- 4.81% |
$44.1K - $49K
|
1.58K
$893K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-80- 4.91% |
$44.1K - $49K
|
1.55K
$873K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-80- 1.09% |
$44.1K - $49K
|
7.29K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.91% |
$44.7K - $49.6K
|
8.78K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-81- 1.49% |
$44.7K - $49.6K
|
5.34K
$3.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-82- 0.81% |
$45.2K - $50.3K
|
9.98K
$5.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-82- 1.87% |
$45.2K - $50.3K
|
4.3K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-83- 1.4% |
$45.8K - $50.9K
|
5.84K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-83- 2.01% |
$45.8K - $50.9K
|
4.05K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-83- 0.82% |
$45.8K - $50.9K
|
10.1K
$5.68M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-83- 15.57% |
$45.8K - $50.9K
|
450
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 0.84% |
$46.9K - $52.1K
|
9.98K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-85- 3.35% |
$46.9K - $52.1K
|
2.46K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-85- 1.91% |
$46.9K - $52.1K
|
4.37K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-85- 1.16% |
$46.9K - $52.1K
|
7.26K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 8.27% |
$46.9K - $52.1K
|
943
$531K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-85- 2.7% |
$46.9K - $52.1K
|
3.06K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-86- 3.99% |
$47.4K - $52.7K
|
2.07K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-87- 10.26% |
$48K - $53.3K
|
761
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-87- 2.7% |
$48K - $53.3K
|
3.14K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-87- 1.16% |
$48K - $53.3K
|
7.44K
$4.19M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-88- 5.32% |
$48.5K - $53.9K
|
1.57K
$882K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$49.1K - $54.6K
|
10.8K
$6.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-89- 6.44% |
$49.1K - $54.6K
|
1.29K
$728K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-89- 0.37% |
$49.1K - $54.6K
|
24.1K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-89- 1.87% |
$49.1K - $54.6K
|
4.68K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-89- 5.11% |
$49.1K - $54.6K
|
1.65K
$931K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-90- 1.05% |
$49.6K - $55.2K
|
8.47K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-90- 0.55% |
$49.6K - $55.2K
|
16.3K
$9.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-91- 1.09% |
$50.2K - $55.8K
|
8.23K
$4.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$81.7K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-92- 0.7% |
$50.7K - $56.4K
|
13K
$7.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94- 7.56% |
$51.8K - $57.6K
|
1.15K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-95- 15.86% |
$52.4K - $58.2K
|
504
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-97- 4.95% |
$53.5K - $59.5K
|
1.86K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-98- 0.53% |
$54K - $60.1K
|
18.5K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-99- 1.35% |
$54.6K - $60.7K
|
7.23K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-99- 6.34% |
$54.6K - $60.7K
|
1.46K
$824K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-99- 0.09% |
$54.6K - $60.7K
|
107K
$60.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-101- 12.55% |
$55.7K - $61.9K
|
704
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-101- 19.46% |
$55.7K - $61.9K
|
418
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-101- 4.06% |
$55.7K - $61.9K
|
2.38K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-102- 17.26% |
$56.2K - $62.5K
|
489
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 0.19% |
$56.8K - $63.1K
|
55K
$31M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-103- 9.04% |
$56.8K - $63.1K
|
1.04K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-103- 7.71% |
$56.8K - $63.1K
|
1.23K
$695K
|