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 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.65K - $1.84K
|
5.49K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
4.96K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.45% |
$1.65K - $1.84K
|
664
$446K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3- 0.06% |
$1.65K - $1.84K
|
5.11K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3- 0.23% |
$1.65K - $1.84K
|
1.33K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3- 0.3% |
$1.65K - $1.84K
|
997
$669K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
15.4K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
7.03K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.08% |
$2.21K - $2.45K
|
4.85K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4- 0.1% |
$2.21K - $2.45K
|
3.87K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-4- 0.33% |
$2.21K - $2.45K
|
1.2K
$806K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4- 0.48% |
$2.21K - $2.45K
|
831
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
14K
$9.39M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.24% |
$2.21K - $2.45K
|
1.67K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4- 0.16% |
$2.21K - $2.45K
|
2.56K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
6.54K
$4.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-5- 1.01% |
$2.76K - $3.06K
|
492
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5- 0.55% |
$2.76K - $3.06K
|
904
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5- 1.7% |
$2.76K - $3.06K
|
289
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-5- 0.54% |
$2.76K - $3.06K
|
917
$616K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
22.5K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.04% |
$2.76K - $3.06K
|
12.6K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-5- 0.45% |
$2.76K - $3.06K
|
1.11K
$747K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5- 0.05% |
$2.76K - $3.06K
|
9.83K
$6.6M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
28.2K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5- 0.01% |
$2.76K - $3.06K
|
60.3K
$40.5M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-5- 1.61% |
$2.76K - $3.06K
|
305
$205K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.92% |
$3.31K - $3.68K
|
643
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.58K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.85% |
$3.31K - $3.68K
|
698
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6- 0.61% |
$3.31K - $3.68K
|
985
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-6- 0.3% |
$3.31K - $3.68K
|
2.01K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-6- 0.21% |
$3.31K - $3.68K
|
2.92K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.23% |
$3.31K - $3.68K
|
2.6K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-6- 3.8% |
$3.31K - $3.68K
|
152
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6- 0.54% |
$3.31K - $3.68K
|
1.1K
$738K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-6- 0.15% |
$3.31K - $3.68K
|
4.04K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6- 0.73% |
$3.31K - $3.68K
|
815
$547K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.71K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7- 0.61% |
$3.86K - $4.29K
|
1.14K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7- 0.5% |
$3.86K - $4.29K
|
1.4K
$937K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-7- 0.67% |
$3.86K - $4.29K
|
1.03K
$693K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.17% |
$3.86K - $4.29K
|
4.08K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
$3.86K - $4.29K
|
1.67K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-7- 1.46% |
$3.86K - $4.29K
|
471
$316K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 6.93% |
$3.86K - $4.29K
|
94
$63.1K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7- 0.25% |
$3.86K - $4.29K
|
2.78K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-7- 0.08% |
$3.86K - $4.29K
|
8.84K
$5.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-8- 0.43% |
$4.41K - $4.9K
|
1.87K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 0.52% |
$4.41K - $4.9K
|
1.53K
$1.02M
|