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 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-167- 1.06% |
$92.1K - $102K
|
15.7K
$8.83M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-167- 2.65% |
$92.1K - $102K
|
6.15K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-168- 3.29% |
$92.6K - $103K
|
4.94K
$2.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-169- 4.33% |
$93.2K - $104K
|
3.74K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-169- 0.99% |
$93.2K - $104K
|
17K
$9.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-170- 11.42% |
$93.7K - $104K
|
1.32K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-170- 0.47% |
$93.7K - $104K
|
35.8K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-171- 0.82% |
$94.3K - $105K
|
20.8K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-172- 27.26% |
$94.8K - $105K
|
459
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-172- 6.7% |
$94.8K - $105K
|
2.4K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-172- 9.57% |
$94.8K - $105K
|
1.63K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-173- 22.21% |
$95.4K - $106K
|
606
$341K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-178- 8.97% |
$98.2K - $109K
|
1.81K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-178- 1.01% |
$98.2K - $109K
|
17.4K
$9.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-180- 5.36% |
$99.3K - $110K
|
3.18K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-180- 2.24% |
$99.3K - $110K
|
7.87K
$4.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-180- 0.6% |
$99.3K - $110K
|
30K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-180- 8.52% |
$99.3K - $110K
|
1.93K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-180- 11.41% |
$99.3K - $110K
|
1.4K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-182- 7.42% |
$100K - $112K
|
2.27K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-184- 0.61% |
$101K - $113K
|
30.2K
$17M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-185- 3.99% |
$102K - $113K
|
4.45K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-186- 4.35% |
$103K - $114K
|
4.09K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-188- 19.09% |
$104K - $115K
|
797
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-189- 7.39% |
$104K - $116K
|
2.37K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-192- 6.02% |
$106K - $118K
|
3K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-193- 2.16% |
$106K - $118K
|
8.74K
$4.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-195- 6.43% |
$108K - $120K
|
2.84K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-196- 2.99% |
$108K - $120K
|
6.36K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-198- 4.89% |
$109K - $121K
|
3.85K
$2.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-200- 14.04% |
$110K - $123K
|
1.22K
$690K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 3.08% |
$110K - $123K
|
6.3K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-200- 16.56% |
$110K - $123K
|
1.01K
$568K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-202- 8.21% |
$111K - $124K
|
2.26K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-203- 0.53% |
$112K - $124K
|
38.4K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-203- 35.68% |
$112K - $124K
|
366
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-207- 4.12% |
$114K - $127K
|
4.82K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-207- 2.55% |
$114K - $127K
|
7.9K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-211- 14.23% |
$116K - $129K
|
1.27K
$717K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-215- 1.94% |
$119K - $132K
|
10.9K
$6.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-217- 1.89% |
$120K - $133K
|
11.3K
$6.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-219- 12.0% |
$121K - $134K
|
1.61K
$905K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-220- 20.22% |
$121K - $135K
|
868
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-220- 2.94% |
$121K - $135K
|
7.25K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-221- 7.41% |
$122K - $135K
|
2.76K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-224- 1.05% |
$124K - $137K
|
21.1K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-225- 3.35% |
$124K - $138K
|
6.49K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-229- 1.18% |
$126K - $140K
|
19.2K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-230- 8.27% |
$127K - $141K
|
2.55K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-231- 3.59% |
$127K - $142K
|
6.21K
$3.5M
|