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 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 0.42% |
$4.41K - $4.9K
|
1.9K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.06K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8- 0.15% |
$4.41K - $4.9K
|
5.33K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-8- 0.16% |
$4.41K - $4.9K
|
4.87K
$3.27M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-8- 0.04% |
$4.41K - $4.9K
|
18.7K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 0.02% |
$4.41K - $4.9K
|
45.6K
$30.6M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-8- 0.24% |
$4.41K - $4.9K
|
3.28K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.04K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-8- 0.31% |
$4.41K - $4.9K
|
2.6K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-8- 1.56% |
$4.41K - $4.9K
|
504
$338K
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-8- 0.3% |
$4.41K - $4.9K
|
2.63K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.95% |
$4.96K - $5.52K
|
942
$632K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9- 1.81% |
$4.96K - $5.52K
|
489
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-9- 4.66% |
$4.96K - $5.52K
|
184
$124K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-9- 1.14% |
$4.96K - $5.52K
|
781
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-9- 0.18% |
$4.96K - $5.52K
|
5.01K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-9- 1.42% |
$4.96K - $5.52K
|
626
$420K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-9- 1.55% |
$4.96K - $5.52K
|
573
$385K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-9- 0.93% |
$4.96K - $5.52K
|
960
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 0.25% |
$5.51K - $6.13K
|
3.95K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-10- 2.49% |
$5.51K - $6.13K
|
392
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10- 0.8% |
$5.51K - $6.13K
|
1.24K
$830K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-10- 2.03% |
$5.51K - $6.13K
|
482
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.12% |
$5.51K - $6.13K
|
8.1K
$5.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.46% |
$5.51K - $6.13K
|
2.18K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 7.58% |
$5.51K - $6.13K
|
122
$81.9K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.43% |
$5.51K - $6.13K
|
2.34K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.68% |
$5.51K - $6.13K
|
1.46K
$983K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10- 0.02% |
$5.51K - $6.13K
|
43.9K
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-10- 0.14% |
$5.51K - $6.13K
|
7.14K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 0.88% |
$5.51K - $6.13K
|
1.13K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-10- 0.83% |
$5.51K - $6.13K
|
1.2K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.78% |
$6.07K - $6.74K
|
1.4K
$937K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.74% |
$6.07K - $6.74K
|
1.48K
$995K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-11- 1.06% |
$6.07K - $6.74K
|
1.02K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.02% |
$6.07K - $6.74K
|
60.5K
$40.6M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-11- 1.95% |
$6.07K - $6.74K
|
554
$372K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11- 0.07% |
$6.07K - $6.74K
|
14.9K
$9.98M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$6.07K - $6.74K
|
3.58K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 5.13% |
$6.62K - $7.36K
|
222
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-12- 0.27% |
$6.62K - $7.36K
|
4.44K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-12- 0.29% |
$6.62K - $7.36K
|
4.12K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-12- 0.36% |
$6.62K - $7.36K
|
3.31K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-12- 0.1% |
$6.62K - $7.36K
|
11.6K
$7.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.11% |
$7.17K - $7.97K
|
12.3K
$8.26M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-13- 3.1% |
$7.17K - $7.97K
|
406
$273K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-13- 1.33% |
$7.17K - $7.97K
|
965
$648K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-13- 2.84% |
$7.17K - $7.97K
|
445
$299K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-13- 0.36% |
$7.17K - $7.97K
|
3.58K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-13- 0.79% |
$7.17K - $7.97K
|
1.64K
$1.1M
|