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 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-878- 11.74% |
$484K - $538K
|
6.6K
$3.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-881- 16.42% |
$486K - $540K
|
4.49K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-884- 5.54% |
$487K - $542K
|
15.1K
$8.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-885- 8.33% |
$488K - $542K
|
9.74K
$5.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-894- 5.74% |
$493K - $548K
|
14.7K
$8.27M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-898- 7.13% |
$495K - $550K
|
11.7K
$6.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-900- 68.65% |
$496K - $552K
|
411
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-900- 23.68% |
$496K - $552K
|
2.9K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-910- 14.36% |
$502K - $558K
|
5.43K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-913- 0.63% |
$503K - $560K
|
143K
$80.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-913- 14.29% |
$503K - $560K
|
5.48K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-931- 24.98% |
$513K - $571K
|
2.8K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-936- 63.33% |
$516K - $574K
|
542
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-936- 50.54% |
$516K - $574K
|
916
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-940- 6.6% |
$518K - $576K
|
13.3K
$7.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-941- 2.5% |
$519K - $577K
|
36.7K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-944- 3.43% |
$521K - $579K
|
26.6K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-947- 24.34% |
$522K - $580K
|
2.94K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-949- 4.12% |
$523K - $582K
|
22.1K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-949- 4.46% |
$523K - $582K
|
20.4K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-960- 5.7% |
$529K - $588K
|
15.9K
$8.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-966- 3.0% |
$533K - $592K
|
31.2K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-992- 5.11% |
$547K - $608K
|
18.4K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-1K- 42.11% |
$551K - $613K
|
1.38K
$775K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.01K- 1.81% |
$554K - $616K
|
54.5K
$30.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 7.7% |
$555K - $617K
|
12.1K
$6.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 8.62% |
$556K - $618K
|
10.7K
$6.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.01K- 9.5% |
$559K - $621K
|
9.65K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.03K- 18.17% |
$566K - $629K
|
4.62K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.04K- 59.5% |
$575K - $639K
|
710
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$9.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06K- 9.21% |
$583K - $648K
|
10.4K
$5.88M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.07K- 11.31% |
$588K - $654K
|
8.37K
$4.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 57.33% |
$595K - $661K
|
803
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 44.22% |
$601K - $668K
|
1.38K
$775K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.1K- 46.7% |
$604K - $671K
|
1.25K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.1K- 15.49% |
$607K - $674K
|
6K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 1.21% |
$607K - $675K
|
90K
$50.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.11K- 20.1% |
$614K - $682K
|
4.42K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.16K- 0.3% |
$637K - $708K
|
387K
$218M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.16K- 5.68% |
$641K - $713K
|
19.3K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 3.05% |
$644K - $715K
|
37.1K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.18K- 9.1% |
$648K - $720K
|
11.7K
$6.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.81% |
$650K - $723K
|
4.77K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 4.22% |
$653K - $726K
|
26.9K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.2K- 9.87% |
$664K - $738K
|
11K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.23K- 12.87% |
$677K - $753K
|
8.32K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.23K- 7.77% |
$677K - $753K
|
14.6K
$8.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.23K- 0.42% |
$679K - $755K
|
293K
$165M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 22.81% |
$680K - $756K
|
4.17K
$2.35M
|