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
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-507- 2.45% |
$280K - $311K
|
20.1K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-513- 0.84% |
$283K - $314K
|
60.4K
$34M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-513- 16.86% |
$283K - $314K
|
2.53K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-515- 14.67% |
$284K - $316K
|
3K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-516- 0.99% |
$285K - $316K
|
51.5K
$29M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-523- 49.53% |
$288K - $321K
|
533
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-528- 3.2% |
$291K - $324K
|
16K
$8.99M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-532- 1.51% |
$293K - $326K
|
34.8K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-533- 9.91% |
$294K - $327K
|
4.85K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-540- 16.9% |
$298K - $331K
|
2.66K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-544- 5.87% |
$300K - $333K
|
8.73K
$4.92M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-546- 30.71% |
$301K - $335K
|
1.23K
$694K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-547- 46.91% |
$302K - $335K
|
619
$349K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-548- 3.47% |
$302K - $336K
|
15.3K
$8.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-550- 58.89% |
$303K - $337K
|
384
$216K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-555- 11.55% |
$306K - $340K
|
4.25K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-557- 0.29% |
$307K - $341K
|
193K
$109M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-557- 14.87% |
$307K - $341K
|
3.19K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-559- 1.37% |
$308K - $343K
|
40.1K
$22.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-560- 3.61% |
$309K - $343K
|
15K
$8.44M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-567- 50.67% |
$313K - $348K
|
552
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-568- 10.71% |
$313K - $348K
|
4.74K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-573- 3.77% |
$316K - $351K
|
14.6K
$8.25M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-575- 37.93% |
$317K - $352K
|
941
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-576- 45.5% |
$318K - $353K
|
690
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-580- 7.95% |
$320K - $355K
|
6.72K
$3.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-581- 1.23% |
$320K - $356K
|
46.6K
$26.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-586- 7.72% |
$323K - $359K
|
7K
$3.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-588- 4.89% |
$324K - $360K
|
11.4K
$6.45M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-592- 14.77% |
$326K - $363K
|
3.42K
$1.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-593- 6.04% |
$327K - $363K
|
9.22K
$5.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-593- 38.96% |
$327K - $363K
|
929
$524K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-594- 7.93% |
$328K - $364K
|
6.9K
$3.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-599- 35.76% |
$330K - $367K
|
1.08K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-599- 7.22% |
$330K - $367K
|
7.7K
$4.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-605- 5.33% |
$334K - $371K
|
10.7K
$6.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-613- 2.42% |
$338K - $376K
|
24.7K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-615- 49.48% |
$339K - $377K
|
628
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-620- 11.57% |
$342K - $380K
|
4.74K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-620- 1.16% |
$342K - $380K
|
53K
$29.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-621- 5.29% |
$342K - $381K
|
11.1K
$6.27M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-628- 6.53% |
$346K - $385K
|
8.99K
$5.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-629- 12.11% |
$347K - $386K
|
4.56K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-631- 47.84% |
$348K - $387K
|
688
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-642- 3.29% |
$354K - $394K
|
18.9K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-645- 4.02% |
$356K - $395K
|
15.4K
$8.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-645- 2.54% |
$356K - $395K
|
24.7K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-646- 7.68% |
$356K - $396K
|
7.76K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-648- 27.54% |
$357K - $397K
|
1.71K
$961K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-653- 2.36% |
$360K - $400K
|
27K
$15.2M
|