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 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-24.2K- 71.43% |
$13.3M - $14.8M
|
9.67K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.6K- 17.69% |
$13.6M - $15.1M
|
114K
$64.5M
|
|
|
May 01, 2025
Q1 2025
|
Eos Management, L.P.
|
SELL
|
- |
-25.7K- 18.84% |
$14.2M - $15.8M
|
111K
$62.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-25.8K- 1.92% |
$14.2M - $15.8M
|
1.32M
$743M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26.6K- 55.56% |
$14.6M - $16.3M
|
21.2K
$12M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.8K- 69.82% |
$14.8M - $16.4M
|
11.6K
$6.52M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27K- 32.39% |
$14.9M - $16.5M
|
56.4K
$31.8M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29.3K- 25.08% |
$16.2M - $18M
|
87.6K
$49.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30K- 27.32% |
$16.6M - $18.4M
|
79.9K
$45M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-30.9K- 87.99% |
$17M - $18.9M
|
4.22K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-33.7K- 60.56% |
$18.6M - $20.6M
|
21.9K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-34K- 89.0% |
$18.8M - $20.8M
|
4.2K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-34.1K- 63.77% |
$18.8M - $20.9M
|
19.4K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-35.4K- 68.71% |
$19.5M - $21.7M
|
16.1K
$9.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-38.2K- 67.23% |
$21.1M - $23.4M
|
18.6K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-40.5K- 98.41% |
$22.3M - $24.8M
|
656
$370K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-45.3K- 89.23% |
$25M - $27.8M
|
5.47K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Ucla Foundation
Los Angeles, CA |
SELL
|
- |
-48.6K- 22.5% |
$26.8M - $29.8M
|
167K
$94.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-48.8K- 42.81% |
$26.9M - $29.9M
|
65.2K
$36.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-48.9K- 91.52% |
$27M - $30M
|
4.53K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Akuna Securities LLC
Chicago, IL |
SELL
|
- |
-49.6K- 7.11% |
$27.4M - $30.4M
|
648K
$365M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
SELL
|
- |
-50K- 96.34% |
$27.6M - $30.7M
|
1.9K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-50.1K- 15.76% |
$27.6M - $30.7M
|
268K
$151M
|
|
|
May 02, 2025
Q1 2025
|
Granger Management LLC
|
SELL
|
- |
-51.4K- 11.79% |
$28.4M - $31.5M
|
385K
$217M
|
|
|
Apr 08, 2025
Q1 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-52.9K- 7.16% |
$29.2M - $32.5M
|
687K
$387M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.7K- 47.52% |
$30.2M - $33.5M
|
60.4K
$34M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-60.9K- 96.02% |
$33.6M - $37.3M
|
2.53K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-63.5K- 96.09% |
$35M - $38.9M
|
2.58K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-63.9K- 35.02% |
$35.2M - $39.2M
|
119K
$66.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-66.1K- 17.59% |
$36.4M - $40.5M
|
310K
$174M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-69K- 64.06% |
$38.1M - $42.3M
|
38.7K
$21.8M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-69.8K- 20.29% |
$38.5M - $42.8M
|
274K
$154M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-73.9K- 23.28% |
$40.8M - $45.3M
|
244K
$137M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-78.6K- 2.37% |
$43.3M - $48.1M
|
3.24M
$1.82B
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-80K- 94.96% |
$44.1M - $49M
|
4.24K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-90K- 22.62% |
$49.6M - $55.2M
|
308K
$173M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-90.6K- 30.55% |
$50M - $55.5M
|
206K
$116M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94.5K- 55.72% |
$52.1M - $57.9M
|
75.1K
$42.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-101K- 49.79% |
$55.7M - $61.9M
|
102K
$57.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-104K- 29.15% |
$57.3M - $63.7M
|
253K
$142M
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-128K- 97.99% |
$70.4M - $78.3M
|
2.63K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-139K- 82.89% |
$76.5M - $85.1M
|
28.7K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-149K- 79.7% |
$82.4M - $91.6M
|
38K
$21.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-151K- 29.53% |
$83.2M - $92.5M
|
360K
$203M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-164K- 6.0% |
$90.5M - $101M
|
2.57M
$1.45B
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-165K- 99.99% |
$90.7M - $101M
|
15
$8.45K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-183K- 99.89% |
$101M - $112M
|
200
$113K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-279K- 18.19% |
$154M - $171M
|
1.25M
$706M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-364K- 96.54% |
$201M - $223M
|
13K
$7.35M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-469K- 89.22% |
$259M - $287M
|
56.7K
$31.9M
|