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 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.44% |
$905K - $1.01M
|
35.3K
$19.9M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.67K- 3.72% |
$921K - $1.02M
|
43.2K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.71K- 43.59% |
$945K - $1.05M
|
2.22K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.72K- 20.06% |
$948K - $1.05M
|
6.85K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.73K- 4.63% |
$956K - $1.06M
|
35.7K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.74K- 96.67% |
$959K - $1.07M
|
60
$33.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.74K- 91.58% |
$960K - $1.07M
|
160
$90.2K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.77K- 2.63% |
$974K - $1.08M
|
65.3K
$36.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.78K- 7.73% |
$982K - $1.09M
|
21.2K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.79K- 2.1% |
$988K - $1.1M
|
83.6K
$47.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 18.26% |
$991K - $1.1M
|
8.05K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.81K- 61.72% |
$996K - $1.11M
|
1.12K
$631K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.83K- 13.88% |
$1.01M - $1.12M
|
11.3K
$6.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.88K- 43.74% |
$1.04M - $1.15M
|
2.42K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.91K- 2.77% |
$1.05M - $1.17M
|
67K
$37.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.92K- 4.89% |
$1.06M - $1.17M
|
37.3K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.94K- 58.62% |
$1.07M - $1.19M
|
1.37K
$771K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.97K- 8.44% |
$1.09M - $1.21M
|
21.4K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 1.98% |
$1.1M - $1.22M
|
98.7K
$55.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2K- 39.53% |
$1.1M - $1.22M
|
3.05K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.12K- 15.31% |
$1.17M - $1.3M
|
11.7K
$6.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.17K- 3.43% |
$1.19M - $1.33M
|
61K
$34.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.17K- 9.48% |
$1.2M - $1.33M
|
20.7K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.18K- 12.92% |
$1.2M - $1.33M
|
14.7K
$8.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 8.31% |
$1.24M - $1.38M
|
24.8K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.34K- 22.1% |
$1.29M - $1.43M
|
8.23K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.39K- 17.83% |
$1.32M - $1.46M
|
11K
$6.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.39K- 16.28% |
$1.32M - $1.47M
|
12.3K
$6.93M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.43K- 13.26% |
$1.34M - $1.49M
|
15.9K
$8.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.5% |
$1.37M - $1.52M
|
96.6K
$54.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.5K- 5.16% |
$1.38M - $1.53M
|
45.9K
$25.8M
|
|
|
May 05, 2025
Q1 2025
|
Highlander Partners, L.P.
|
SELL
|
- |
-2.5K- 38.46% |
$1.38M - $1.53M
|
4K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.5K- 4.65% |
$1.38M - $1.53M
|
51.3K
$28.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.53K- 2.52% |
$1.39M - $1.55M
|
97.6K
$55M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.54K- 6.4% |
$1.4M - $1.55M
|
37.1K
$20.9M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.56K- 30.35% |
$1.41M - $1.57M
|
5.88K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.57K- 1.57% |
$1.42M - $1.57M
|
161K
$90.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.66K- 2.29% |
$1.46M - $1.63M
|
113K
$63.8M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.66K- 13.61% |
$1.47M - $1.63M
|
16.9K
$9.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-2.68K- 10.15% |
$1.48M - $1.65M
|
23.8K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.69K- 2.03% |
$1.49M - $1.65M
|
130K
$73.3M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-2.69K- 79.42% |
$1.49M - $1.65M
|
698
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.74K- 34.31% |
$1.51M - $1.68M
|
5.25K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.85K- 22.02% |
$1.57M - $1.74M
|
10.1K
$5.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.9K- 14.17% |
$1.6M - $1.78M
|
17.6K
$9.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.92K- 5.38% |
$1.61M - $1.79M
|
51.4K
$29M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.93K- 48.21% |
$1.61M - $1.79M
|
3.14K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.99K- 3.8% |
$1.65M - $1.83M
|
75.7K
$42.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3K- 11.53% |
$1.65M - $1.84M
|
23K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3K- 0.89% |
$1.65M - $1.84M
|
333K
$188M
|