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 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-655- 19.61% |
$361K - $401K
|
2.69K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-656- 8.36% |
$362K - $402K
|
7.19K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-660- 2.09% |
$364K - $405K
|
30.9K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-669- 13.53% |
$369K - $410K
|
4.28K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-675- 5.35% |
$372K - $414K
|
11.9K
$6.73M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-679- 6.9% |
$374K - $416K
|
9.16K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-680- 3.73% |
$375K - $417K
|
17.6K
$9.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-684- 6.45% |
$377K - $419K
|
9.93K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-684- 0.96% |
$377K - $419K
|
70.4K
$39.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-687- 0.34% |
$379K - $421K
|
203K
$114M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-695- 15.9% |
$383K - $426K
|
3.68K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-709- 11.15% |
$391K - $435K
|
5.65K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-719- 1.24% |
$396K - $441K
|
57.1K
$32.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-721- 13.56% |
$398K - $442K
|
4.6K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-721- 19.14% |
$398K - $442K
|
3.05K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-727- 1.54% |
$401K - $446K
|
46.6K
$26.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 8.92% |
$404K - $449K
|
7.47K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-733- 34.51% |
$404K - $449K
|
1.39K
$784K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-747- 5.96% |
$412K - $458K
|
11.8K
$6.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-748- 8.13% |
$412K - $458K
|
8.45K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-749- 23.1% |
$413K - $459K
|
2.49K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-757- 8.51% |
$417K - $464K
|
8.13K
$4.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-762- 36.81% |
$420K - $467K
|
1.31K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-762- 42.71% |
$420K - $467K
|
1.02K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-768- 29.01% |
$423K - $471K
|
1.88K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-777- 5.14% |
$428K - $476K
|
14.3K
$8.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-778- 22.51% |
$429K - $477K
|
2.68K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-778- 0.51% |
$429K - $477K
|
151K
$85.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-779- 15.71% |
$430K - $477K
|
4.18K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-779- 57.32% |
$430K - $477K
|
580
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-784- 3.47% |
$432K - $481K
|
21.8K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-795- 0.46% |
$438K - $487K
|
173K
$97.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-796- 2.18% |
$439K - $488K
|
35.7K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-800- 27.92% |
$441K - $490K
|
2.07K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-814- 3.68% |
$449K - $499K
|
21.3K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-815- 37.77% |
$449K - $500K
|
1.34K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-817- 7.73% |
$451K - $501K
|
9.75K
$5.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-819- 3.93% |
$452K - $502K
|
20K
$11.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-819- 6.56% |
$452K - $502K
|
11.7K
$6.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-821- 14.74% |
$453K - $503K
|
4.75K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-832- 7.13% |
$459K - $510K
|
10.8K
$6.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-835- 3.15% |
$460K - $512K
|
25.7K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-839- 0.3% |
$463K - $514K
|
278K
$156M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-846- 3.46% |
$467K - $519K
|
23.6K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-850- 53.53% |
$469K - $521K
|
738
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-852- 1.6% |
$470K - $522K
|
52.4K
$29.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-854- 7.78% |
$471K - $523K
|
10.1K
$5.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-864- 4.2% |
$476K - $530K
|
19.7K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-871- 20.83% |
$480K - $534K
|
3.31K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-877- 0.81% |
$484K - $538K
|
108K
$60.7M
|