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 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 60.6% |
$6.31M - $7.01M
|
7.44K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 3.18% |
$6.41M - $7.12M
|
354K
$200M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11.8K- 96.61% |
$6.48M - $7.21M
|
413
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.8K- 0.99% |
$6.51M - $7.24M
|
1.18M
$665M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-11.9K- 87.12% |
$6.55M - $7.28M
|
1.76K
$990K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-11.9K- 30.48% |
$6.57M - $7.31M
|
27.2K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.2K- 21.7% |
$6.75M - $7.51M
|
44.2K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.6K- 67.74% |
$6.95M - $7.73M
|
6K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 9.93% |
$6.95M - $7.73M
|
114K
$64.4M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12.7K- 34.51% |
$6.99M - $7.77M
|
24.1K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12.8K- 43.12% |
$7.05M - $7.84M
|
16.9K
$9.51M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.9K- 6.29% |
$7.11M - $7.9M
|
192K
$108M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.1K- 50.1% |
$7.21M - $8.01M
|
13K
$7.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.5K- 95.75% |
$7.44M - $8.27M
|
598
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 34.15% |
$7.47M - $8.31M
|
26.1K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-13.7K- 93.37% |
$7.56M - $8.4M
|
973
$548K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-13.8K- 69.46% |
$7.6M - $8.44M
|
6.06K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14K- 64.33% |
$7.72M - $8.58M
|
7.76K
$4.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14K- 25.44% |
$7.73M - $8.6M
|
41.1K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14.2K- 8.75% |
$7.85M - $8.73M
|
148K
$83.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-14.3K- 92.14% |
$7.88M - $8.76M
|
1.22K
$687K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.4K- 44.78% |
$7.93M - $8.82M
|
17.7K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 14.25% |
$8M - $8.89M
|
87.2K
$49.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14.6K- 92.3% |
$8.04M - $8.93M
|
1.22K
$685K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-14.7K- 97.21% |
$8.09M - $9M
|
421
$237K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15K- 26.85% |
$8.29M - $9.21M
|
40.9K
$23.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-15.3K- 13.04% |
$8.44M - $9.38M
|
102K
$57.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.4K- 17.93% |
$9.03M - $10M
|
75K
$42.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.76% |
$9.42M - $10.5M
|
158K
$89M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 7.64% |
$9.56M - $10.6M
|
210K
$118M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17.4K- 73.85% |
$9.57M - $10.6M
|
6.14K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-17.4K- 36.92% |
$9.61M - $10.7M
|
29.8K
$16.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-17.5K- 3.63% |
$9.63M - $10.7M
|
463K
$261M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-17.5K- 3.36% |
$9.64M - $10.7M
|
503K
$283M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17.6K- 15.68% |
$9.71M - $10.8M
|
94.7K
$53.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.9K- 18.87% |
$9.87M - $11M
|
77K
$43.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18K- 1.86% |
$9.9M - $11M
|
950K
$535M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.1K- 5.11% |
$10M - $11.1M
|
337K
$190M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-18.3K- 99.18% |
$10.1M - $11.2M
|
150
$84.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.3K- 32.57% |
$10.1M - $11.2M
|
37.8K
$21.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 24.67% |
$10.6M - $11.8M
|
58.6K
$33M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-19.7K- 30.98% |
$10.8M - $12.1M
|
43.8K
$24.7M
|
|
|
May 05, 2025
Q1 2025
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
SELL
|
- |
-20K- 20.0% |
$11M - $12.3M
|
80K
$45.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 23.73% |
$11.2M - $12.5M
|
65.4K
$36.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-20.6K- 65.77% |
$11.4M - $12.6M
|
10.7K
$6.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
SELL
|
- |
-21.4KClosed |
$11.8M - $13.1M
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22.1K- 50.42% |
$12.2M - $13.6M
|
21.8K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-22.2K- 52.92% |
$12.2M - $13.6M
|
19.8K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-22.7K- 39.16% |
$12.5M - $13.9M
|
35.2K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-22.7K- 64.86% |
$12.5M - $13.9M
|
12.3K
$6.92M
|