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 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-30- 0.45% |
$16.5K - $18.4K
|
6.61K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-30- 1.2% |
$16.5K - $18.4K
|
2.47K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-30- 1.11% |
$16.5K - $18.4K
|
2.66K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 0.48% |
$17.1K - $19K
|
6.47K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-31- 0.4% |
$17.1K - $19K
|
7.73K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31- 1.09% |
$17.1K - $19K
|
2.81K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-32- 1.52% |
$17.6K - $19.6K
|
2.07K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-32- 6.61% |
$17.6K - $19.6K
|
452
$303K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-32- 2.0% |
$17.6K - $19.6K
|
1.57K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-32- 0.86% |
$17.6K - $19.6K
|
3.71K
$2.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-33- 0.53% |
$18.2K - $20.2K
|
6.17K
$4.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-33- 0.11% |
$18.2K - $20.2K
|
29.4K
$19.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-33- 0.84% |
$18.2K - $20.2K
|
3.92K
$2.63M
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-33- 2.25% |
$18.2K - $20.2K
|
1.44K
$964K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-34- 2.85% |
$18.7K - $20.8K
|
1.16K
$779K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-34- 8.54% |
$18.7K - $20.8K
|
364
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-34- 0.29% |
$18.7K - $20.8K
|
11.9K
$7.98M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-34- 4.24% |
$18.7K - $20.8K
|
768
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-34- 5.64% |
$18.7K - $20.8K
|
569
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-34- 1.15% |
$18.7K - $20.8K
|
2.92K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-34- 4.96% |
$18.7K - $20.8K
|
651
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-35- 2.17% |
$19.3K - $21.5K
|
1.58K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-35- 1.01% |
$19.3K - $21.5K
|
3.42K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-35- 2.34% |
$19.3K - $21.5K
|
1.46K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-35- 0.63% |
$19.3K - $21.5K
|
5.5K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-35- 2.8% |
$19.3K - $21.5K
|
1.21K
$814K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-36- 1.22% |
$19.9K - $22.1K
|
2.92K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-36- 3.28% |
$19.9K - $22.1K
|
1.06K
$712K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-36- 1.68% |
$19.9K - $22.1K
|
2.11K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-36- 0.58% |
$19.9K - $22.1K
|
6.2K
$4.16M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-36- 2.9% |
$19.9K - $22.1K
|
1.21K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-37- 0.63% |
$20.4K - $22.7K
|
5.83K
$3.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37- 2.76% |
$20.4K - $22.7K
|
1.3K
$874K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-37- 0.22% |
$20.4K - $22.7K
|
17.1K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-37- 0.64% |
$20.4K - $22.7K
|
5.75K
$3.86M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-38- 0.92% |
$21K - $23.3K
|
4.07K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38- 4.73% |
$21K - $23.3K
|
765
$514K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-38- 8.14% |
$21K - $23.3K
|
429
$288K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-39- 6.22% |
$21.5K - $23.9K
|
588
$395K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-39- 6.21% |
$21.5K - $23.9K
|
589
$395K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-39- 0.09% |
$21.5K - $23.9K
|
43.1K
$28.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-40- 7.1% |
$22.1K - $24.5K
|
523
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-40- 1.11% |
$22.1K - $24.5K
|
3.55K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-40- 1.88% |
$22.1K - $24.5K
|
2.08K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 0.97% |
$22.1K - $24.5K
|
4.09K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-40- 27.03% |
$22.1K - $24.5K
|
108
$72.5K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-40- 1.81% |
$22.1K - $24.5K
|
2.18K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-40- 4.76% |
$22.1K - $24.5K
|
800
$537K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-40- 3.45% |
$22.1K - $24.5K
|
1.12K
$753K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-40- 0.15% |
$22.1K - $24.5K
|
26.6K
$17.9M
|