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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.61K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1- 0.03% |
$551 - $613
|
3.81K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.03% |
$551 - $613
|
3.92K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1- 0.1% |
$551 - $613
|
1.01K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1- 0.04% |
$551 - $613
|
2.82K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 0.13% |
$1.1K - $1.23K
|
1.51K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2- 0.02% |
$1.1K - $1.23K
|
10.8K
$6.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-2- 0.04% |
$1.1K - $1.23K
|
4.88K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2- 0.48% |
$1.1K - $1.23K
|
418
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2- 0.3% |
$1.1K - $1.23K
|
668
$403K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 6.06% |
$1.1K - $1.23K
|
31
$18.7K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.87K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2- 0.12% |
$1.1K - $1.23K
|
1.62K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.05% |
$1.1K - $1.23K
|
4.33K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.18% |
$1.1K - $1.23K
|
1.08K
$653K
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.76K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-2- 0.11% |
$1.1K - $1.23K
|
1.79K
$1.08M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-2- 0.13% |
$1.1K - $1.23K
|
1.52K
$919K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-3- 0.07% |
$1.65K - $1.84K
|
4K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.65K - $1.84K
|
5.49K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
4.96K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.45% |
$1.65K - $1.84K
|
664
$400K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
5.11K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3- 0.23% |
$1.65K - $1.84K
|
1.33K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3- 0.3% |
$1.65K - $1.84K
|
997
$601K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
15.4K
$9.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
7.03K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.08% |
$2.21K - $2.45K
|
4.85K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4- 0.1% |
$2.21K - $2.45K
|
3.87K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-4- 0.33% |
$2.21K - $2.45K
|
1.2K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4- 0.48% |
$2.21K - $2.45K
|
831
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
14K
$8.44M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.24% |
$2.21K - $2.45K
|
1.67K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4- 0.16% |
$2.21K - $2.45K
|
2.56K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
6.54K
$3.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-5- 1.01% |
$2.76K - $3.06K
|
492
$297K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5- 0.55% |
$2.76K - $3.06K
|
904
$545K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5- 1.7% |
$2.76K - $3.06K
|
289
$174K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-5- 0.54% |
$2.76K - $3.06K
|
917
$553K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
22.5K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.04% |
$2.76K - $3.06K
|
12.6K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-5- 0.45% |
$2.76K - $3.06K
|
1.11K
$671K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5- 0.05% |
$2.76K - $3.06K
|
9.83K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
28.2K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5- 0.01% |
$2.76K - $3.06K
|
60.3K
$36.4M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-5- 1.61% |
$2.76K - $3.06K
|
305
$184K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.92% |
$3.31K - $3.68K
|
643
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.58K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.85% |
$3.31K - $3.68K
|
698
$421K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6- 0.61% |
$3.31K - $3.68K
|
985
$594K
|