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 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.24K- 61.0% |
$682K - $758K
|
791
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.24K- 4.77% |
$683K - $759K
|
24.8K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.25K- 7.22% |
$688K - $765K
|
16K
$9.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-1.26K- 27.74% |
$696K - $774K
|
3.29K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.27K- 9.09% |
$699K - $777K
|
12.7K
$7.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.27K- 2.26% |
$700K - $778K
|
55K
$31M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.28K- 5.05% |
$706K - $785K
|
24.1K
$13.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 3.24% |
$707K - $786K
|
38.3K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.28K- 76.73% |
$707K - $786K
|
389
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 17.24% |
$711K - $790K
|
6.19K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.29K- 24.77% |
$712K - $792K
|
3.92K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.31K- 34.55% |
$722K - $802K
|
2.48K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.31K- 22.4% |
$723K - $804K
|
4.54K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.32K- 6.42% |
$725K - $806K
|
19.2K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.32K- 10.81% |
$728K - $810K
|
10.9K
$6.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 55.9% |
$734K - $816K
|
1.05K
$592K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 30.99% |
$738K - $820K
|
2.98K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.37K- 8.2% |
$754K - $838K
|
15.3K
$8.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.37K- 31.76% |
$756K - $840K
|
2.95K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 8.3% |
$760K - $845K
|
15.2K
$8.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.39K- 17.37% |
$768K - $853K
|
6.62K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.4K- 2.4% |
$771K - $857K
|
56.9K
$32.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.41K- 0.64% |
$775K - $862K
|
218K
$123M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.41K- 12.5% |
$776K - $862K
|
9.85K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.42K- 7.52% |
$781K - $869K
|
17.4K
$9.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 8.99% |
$783K - $870K
|
14.4K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.42K- 3.89% |
$785K - $873K
|
35.2K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.58% |
$789K - $877K
|
24.2K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.43K- 23.07% |
$789K - $877K
|
4.77K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.72% |
$790K - $878K
|
28.9K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.44K- 14.34% |
$795K - $884K
|
8.61K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 10.55% |
$802K - $892K
|
12.3K
$6.95M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.46K- 1.41% |
$805K - $895K
|
102K
$57.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.47K- 48.43% |
$808K - $898K
|
1.56K
$879K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 10.83% |
$808K - $898K
|
12.1K
$6.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 40.65% |
$809K - $900K
|
2.14K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.48K- 62.86% |
$816K - $907K
|
874
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.5K- 21.73% |
$827K - $919K
|
5.4K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.51K- 44.86% |
$830K - $922K
|
1.85K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.51K- 6.45% |
$832K - $925K
|
21.9K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.52K- 17.98% |
$840K - $934K
|
6.95K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 9.88% |
$846K - $940K
|
14K
$7.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.56K- 1.61% |
$859K - $955K
|
95.3K
$53.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 26.63% |
$861K - $957K
|
4.3K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 10.14% |
$880K - $978K
|
14.1K
$7.96M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$886K - $985K
|
66.4K
$37.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 14.77% |
$889K - $989K
|
9.31K
$5.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.61K- 2.65% |
$889K - $989K
|
59.1K
$33.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.63K- 4.93% |
$899K - $999K
|
31.4K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.64K- 1.68% |
$905K - $1.01M
|
95.9K
$54M
|