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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.02K- 34.19% |
$1.67M - $1.85M
|
5.82K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-3.03K- 1.13% |
$1.67M - $1.86M
|
264K
$149M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.09K- 3.8% |
$1.7M - $1.89M
|
78.2K
$44.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 2.4% |
$1.72M - $1.91M
|
127K
$71.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.14K- 26.52% |
$1.73M - $1.92M
|
8.7K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.14K- 12.36% |
$1.73M - $1.93M
|
22.3K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-3.15K- 6.93% |
$1.73M - $1.93M
|
42.3K
$23.8M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.23K- 7.73% |
$1.78M - $1.98M
|
38.5K
$21.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.27K- 21.79% |
$1.8M - $2M
|
11.7K
$6.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.29K- 4.24% |
$1.81M - $2.02M
|
74.2K
$41.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.32K- 24.35% |
$1.83M - $2.03M
|
10.3K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.37K- 1.84% |
$1.86M - $2.07M
|
180K
$102M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.47K- 14.44% |
$1.91M - $2.13M
|
20.6K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.6K- 0.94% |
$1.98M - $2.2M
|
379K
$213M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.62K- 6.19% |
$2M - $2.22M
|
54.9K
$30.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-3.65K- 56.06% |
$2.01M - $2.24M
|
2.86K
$1.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.65K- 24.44% |
$2.01M - $2.24M
|
11.3K
$6.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.66K- 36.78% |
$2.02M - $2.24M
|
6.29K
$3.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.84K- 12.68% |
$2.12M - $2.35M
|
26.4K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.91K- 81.85% |
$2.15M - $2.39M
|
866
$488K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-4.01K- 72.6% |
$2.21M - $2.46M
|
1.51K
$853K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-4.03K- 8.67% |
$2.22M - $2.47M
|
42.4K
$23.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.06K- 1.04% |
$2.24M - $2.49M
|
388K
$218M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-4.09K- 11.49% |
$2.25M - $2.51M
|
31.5K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.2K- 0.79% |
$2.31M - $2.57M
|
530K
$299M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.2K- 26.99% |
$2.31M - $2.57M
|
11.4K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.26K- 8.47% |
$2.35M - $2.61M
|
46K
$25.9M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.33K- 7.64% |
$2.39M - $2.65M
|
52.3K
$29.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.42K- 51.94% |
$2.43M - $2.71M
|
4.09K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.45K- 68.65% |
$2.45M - $2.73M
|
2.03K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.53K- 11.66% |
$2.5M - $2.77M
|
34.3K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-4.54K- 6.82% |
$2.51M - $2.78M
|
62K
$35M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.57K- 1.89% |
$2.52M - $2.8M
|
237K
$134M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.67K- 1.04% |
$2.58M - $2.86M
|
444K
$250M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.7K- 14.46% |
$2.59M - $2.88M
|
27.8K
$15.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 7.62% |
$2.61M - $2.9M
|
57.4K
$32.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-4.75K- 56.2% |
$2.62M - $2.91M
|
3.7K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.27% |
$2.67M - $2.96M
|
61.7K
$34.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.88K- 39.66% |
$2.69M - $2.99M
|
7.43K
$4.19M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.98K- 30.98% |
$2.74M - $3.05M
|
11.1K
$6.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.05K- 15.84% |
$2.79M - $3.1M
|
26.8K
$15.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.14K- 34.11% |
$2.83M - $3.15M
|
9.92K
$5.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.18K- 38.53% |
$2.86M - $3.18M
|
8.26K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.21K- 62.73% |
$2.87M - $3.19M
|
3.09K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.3K- 29.23% |
$2.92M - $3.25M
|
12.8K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.48K- 15.4% |
$3.02M - $3.36M
|
30.1K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-5.51K- 7.4% |
$3.04M - $3.38M
|
68.9K
$38.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-5.6K- 52.83% |
$3.09M - $3.43M
|
5K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-5.68K- 6.07% |
$3.13M - $3.48M
|
87.8K
$49.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5.69K- 91.72% |
$3.14M - $3.49M
|
513
$289K
|