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 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-131- 11.8% |
$72.2K - $80.3K
|
979
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-131- 9.29% |
$72.2K - $80.3K
|
1.28K
$721K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-133- 4.95% |
$73.3K - $81.5K
|
2.55K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-133- 13.08% |
$73.3K - $81.5K
|
884
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-134- 2.55% |
$73.9K - $82.1K
|
5.11K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-136- 6.85% |
$75K - $83.4K
|
1.85K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-137- 1.11% |
$75.5K - $84K
|
12.2K
$6.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-137- 2.66% |
$75.5K - $84K
|
5.02K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-137- 15.6% |
$75.5K - $84K
|
741
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-137- 7.33% |
$75.5K - $84K
|
1.73K
$975K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-138- 1.03% |
$76.1K - $84.6K
|
13.2K
$7.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-138- 5.02% |
$76.1K - $84.6K
|
2.61K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-138- 1.49% |
$76.1K - $84.6K
|
9.11K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-139- 2.42% |
$76.6K - $85.2K
|
5.6K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-139- 2.95% |
$76.6K - $85.2K
|
4.58K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-140- 0.04% |
$77.2K - $85.8K
|
315K
$177M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-140- 2.73% |
$77.2K - $85.8K
|
4.99K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.95% |
$77.8K - $86.4K
|
14.7K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-141- 11.06% |
$77.8K - $86.4K
|
1.13K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-142- 0.6% |
$78.3K - $87K
|
23.4K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-142- 0.98% |
$78.3K - $87K
|
14.4K
$8.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-143- 19.97% |
$78.9K - $87.6K
|
573
$323K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-143- 12.65% |
$78.9K - $87.6K
|
987
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-144- 25.26% |
$79.4K - $88.3K
|
426
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-145- 5.83% |
$80K - $88.9K
|
2.34K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-145- 2.32% |
$80K - $88.9K
|
6.11K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-146- 4.98% |
$80.5K - $89.5K
|
2.79K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-146- 4.24% |
$80.5K - $89.5K
|
3.3K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-148- 4.34% |
$81.6K - $90.7K
|
3.26K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.58% |
$81.6K - $90.7K
|
2.1K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-149- 4.23% |
$82.2K - $91.3K
|
3.37K
$1.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.48% |
$82.7K - $91.9K
|
2.17K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-150- 1.32% |
$82.7K - $91.9K
|
11.2K
$6.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-150- 5.4% |
$82.7K - $91.9K
|
2.63K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-150- 12.51% |
$82.7K - $91.9K
|
1.05K
$591K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-150- 29.41% |
$82.7K - $91.9K
|
360
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-151- 9.54% |
$83.3K - $92.6K
|
1.43K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-151- 0.7% |
$83.3K - $92.6K
|
21.6K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-151- 2.19% |
$83.3K - $92.6K
|
6.74K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-152- 0.74% |
$83.8K - $93.2K
|
20.3K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-153- 0.78% |
$84.4K - $93.8K
|
19.5K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-155- 3.94% |
$85.5K - $95K
|
3.78K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-155- 4.35% |
$85.5K - $95K
|
3.41K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-157- 13.86% |
$86.6K - $96.2K
|
976
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-159- 8.06% |
$87.7K - $97.5K
|
1.81K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-159- 5.32% |
$87.7K - $97.5K
|
2.83K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-159- 6.82% |
$87.7K - $97.5K
|
2.17K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-159- 4.09% |
$87.7K - $97.5K
|
3.73K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-161- 0.58% |
$88.8K - $98.7K
|
27.4K
$15.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-163- 50.46% |
$89.9K - $99.9K
|
160
$90.2K
|