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 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
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 29.05% |
$128K - $143K
|
569
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-233- 6.32% |
$128K - $143K
|
3.45K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-233- 4.4% |
$128K - $143K
|
5.06K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-234- 2.28% |
$129K - $143K
|
10K
$5.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-237- 3.85% |
$131K - $145K
|
5.92K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-237- 7.31% |
$131K - $145K
|
3.01K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-237- 14.67% |
$131K - $145K
|
1.38K
$777K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-241- 21.05% |
$133K - $148K
|
904
$509K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-241- 7.92% |
$133K - $148K
|
2.8K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-244- 1.06% |
$135K - $150K
|
22.7K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-245- 4.98% |
$135K - $150K
|
4.67K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-246- 6.88% |
$136K - $151K
|
3.33K
$1.88M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-248- 0.61% |
$137K - $152K
|
40.1K
$22.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 14.29% |
$138K - $153K
|
1.5K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-250- 14.46% |
$138K - $153K
|
1.48K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-250- 7.94% |
$138K - $153K
|
2.9K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-251- 0.41% |
$138K - $154K
|
60.3K
$34M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-253- 7.5% |
$140K - $155K
|
3.12K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-256- 3.27% |
$141K - $157K
|
7.58K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-261- 10.65% |
$144K - $160K
|
2.19K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-262- 14.92% |
$144K - $161K
|
1.49K
$842K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-263- 4.12% |
$145K - $161K
|
6.12K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-264- 2.65% |
$146K - $162K
|
9.71K
$5.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-265- 3.75% |
$146K - $162K
|
6.81K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-265- 6.62% |
$146K - $162K
|
3.74K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-267- 5.63% |
$147K - $164K
|
4.47K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-269- 8.99% |
$148K - $165K
|
2.72K
$1.53M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-271- 5.58% |
$149K - $166K
|
4.58K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-272- 26.08% |
$150K - $167K
|
771
$434K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-274- 1.57% |
$151K - $168K
|
17.2K
$9.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-276- 19.97% |
$152K - $169K
|
1.11K
$623K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-280- 42.81% |
$154K - $172K
|
374
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-280- 15.05% |
$154K - $172K
|
1.58K
$891K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-280- 7.84% |
$154K - $172K
|
3.29K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-282- 4.1% |
$156K - $173K
|
6.6K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-285- 1.28% |
$157K - $175K
|
21.9K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-288- 5.55% |
$159K - $177K
|
4.9K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-291- 23.93% |
$160K - $178K
|
925
$521K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 0.65% |
$160K - $178K
|
44.7K
$25.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-294- 15.55% |
$162K - $180K
|
1.6K
$900K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-295- 5.74% |
$163K - $181K
|
4.84K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-298- 9.41% |
$164K - $183K
|
2.87K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-299- 21.79% |
$165K - $183K
|
1.07K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-300- 28.87% |
$165K - $184K
|
739
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-300- 1.82% |
$165K - $184K
|
16.2K
$9.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-300- 13.32% |
$165K - $184K
|
1.95K
$1.1M
|