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 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-21- 2.9% |
$11.6K - $12.9K
|
702
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 0.88% |
$11.6K - $12.9K
|
2.37K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-21- 1.27% |
$11.6K - $12.9K
|
1.63K
$1.09M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-21- 2.73% |
$11.6K - $12.9K
|
748
$502K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.5% |
$11.6K - $12.9K
|
4.19K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22- 1.0% |
$12.1K - $13.5K
|
2.18K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.13% |
$12.1K - $13.5K
|
17.2K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-22- 0.28% |
$12.1K - $13.5K
|
7.75K
$5.21M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-22- 0.74% |
$12.1K - $13.5K
|
2.97K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-22- 0.31% |
$12.1K - $13.5K
|
7.09K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-22- 5.42% |
$12.1K - $13.5K
|
384
$258K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-22- 2.66% |
$12.1K - $13.5K
|
805
$540K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-22- 3.88% |
$12.1K - $13.5K
|
545
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-23- 0.37% |
$12.7K - $14.1K
|
6.15K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-23- 0.19% |
$12.7K - $14.1K
|
11.8K
$7.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-23- 2.14% |
$12.7K - $14.1K
|
1.05K
$705K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-23- 0.23% |
$12.7K - $14.1K
|
10.1K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-23- 0.15% |
$12.7K - $14.1K
|
15K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-24- 1.38% |
$13.2K - $14.7K
|
1.71K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-24- 4.2% |
$13.2K - $14.7K
|
548
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-24- 5.59% |
$13.2K - $14.7K
|
405
$272K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-24- 0.9% |
$13.2K - $14.7K
|
2.64K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-25- 2.4% |
$13.8K - $15.3K
|
1.02K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 3.55% |
$13.8K - $15.3K
|
680
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-25- 2.44% |
$13.8K - $15.3K
|
1K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 1.84% |
$13.8K - $15.3K
|
1.33K
$895K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.4K
$4.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25- 0.66% |
$13.8K - $15.3K
|
3.77K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-25- 0.69% |
$13.8K - $15.3K
|
3.61K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.33K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-25- 1.5% |
$13.8K - $15.3K
|
1.64K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-26- 3.88% |
$14.3K - $15.9K
|
644
$432K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-26- 0.33% |
$14.3K - $15.9K
|
7.88K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-26- 0.93% |
$14.3K - $15.9K
|
2.76K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-26- 8.55% |
$14.3K - $15.9K
|
278
$187K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-27- 1.59% |
$14.9K - $16.5K
|
1.68K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-27- 3.73% |
$14.9K - $16.5K
|
696
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-27- 5.11% |
$14.9K - $16.5K
|
501
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 0.69% |
$14.9K - $16.5K
|
3.86K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-27- 0.67% |
$14.9K - $16.5K
|
4.01K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-27- 3.85% |
$14.9K - $16.5K
|
674
$452K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-27- 0.71% |
$14.9K - $16.5K
|
3.79K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-28- 0.55% |
$15.4K - $17.2K
|
5.09K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-28- 0.79% |
$15.4K - $17.2K
|
3.53K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.01% |
$15.4K - $17.2K
|
196K
$132M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-28- 0.33% |
$15.4K - $17.2K
|
8.33K
$5.59M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-28- 3.66% |
$15.4K - $17.2K
|
738
$495K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-29- 0.05% |
$16K - $17.8K
|
63.5K
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-29- 2.14% |
$16K - $17.8K
|
1.33K
$890K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-30- 0.02% |
$16.5K - $18.4K
|
143K
$96.2M
|