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 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-13- 2.87% |
$7.17K - $7.97K
|
440
$295K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-13- 0.93% |
$7.17K - $7.97K
|
1.39K
$932K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14- 0.36% |
$7.72K - $8.58K
|
3.83K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-14- 87.5% |
$7.72K - $8.58K
|
2
$1.34K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-14- 0.95% |
$7.72K - $8.58K
|
1.45K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.32% |
$7.72K - $8.58K
|
4.41K
$2.96M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-14- 0.17% |
$7.72K - $8.58K
|
8.09K
$5.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.94% |
$8.27K - $9.19K
|
1.58K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-15- 0.17% |
$8.27K - $9.19K
|
8.75K
$5.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-15- 0.82% |
$8.27K - $9.19K
|
1.82K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-15- 1.02% |
$8.27K - $9.19K
|
1.46K
$978K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-15- 3.56% |
$8.27K - $9.19K
|
406
$273K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15- 0.37% |
$8.27K - $9.19K
|
3.99K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 0.33% |
$8.27K - $9.19K
|
4.48K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-15- 2.71% |
$8.27K - $9.19K
|
539
$362K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.34% |
$8.27K - $9.19K
|
4.45K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16- 0.07% |
$8.82K - $9.81K
|
24.4K
$16.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-16- 1.53% |
$8.82K - $9.81K
|
1.03K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-16- 0.19% |
$8.82K - $9.81K
|
8.59K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16- 0.61% |
$8.82K - $9.81K
|
2.61K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-16- 0.34% |
$8.82K - $9.81K
|
4.69K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-16- 0.61% |
$8.82K - $9.81K
|
2.62K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-16- 1.61% |
$8.82K - $9.81K
|
978
$657K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16- 0.31% |
$8.82K - $9.81K
|
5.14K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-17- 1.99% |
$9.37K - $10.4K
|
836
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-17- 1.94% |
$9.37K - $10.4K
|
858
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-17- 7.46% |
$9.37K - $10.4K
|
211
$142K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-17- 1.2% |
$9.37K - $10.4K
|
1.4K
$938K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-17- 0.66% |
$9.37K - $10.4K
|
2.55K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 1.32% |
$9.93K - $11K
|
1.35K
$906K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-18- 0.6% |
$9.93K - $11K
|
2.98K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-18- 0.18% |
$9.93K - $11K
|
9.98K
$6.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-18- 3.7% |
$9.93K - $11K
|
468
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.85% |
$9.93K - $11K
|
2.11K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 56.25% |
$9.93K - $11K
|
14
$9.4K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18- 0.27% |
$9.93K - $11K
|
6.57K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-18- 0.11% |
$9.93K - $11K
|
15.8K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-19- 2.87% |
$10.5K - $11.6K
|
642
$431K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-19- 0.62% |
$10.5K - $11.6K
|
3.06K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-19- 2.35% |
$10.5K - $11.6K
|
789
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.14% |
$11K - $12.3K
|
14.5K
$9.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20- 0.07% |
$11K - $12.3K
|
30.4K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-20- 2.16% |
$11K - $12.3K
|
905
$608K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$11K - $12.3K
|
22.2K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.11% |
$11K - $12.3K
|
19K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 1.46% |
$11K - $12.3K
|
1.35K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-20- 0.38% |
$11K - $12.3K
|
5.23K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.05% |
$11K - $12.3K
|
36.9K
$24.8M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-20- 5.41% |
$11K - $12.3K
|
350
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-21- 1.07% |
$11.6K - $12.9K
|
1.95K
$1.31M
|