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 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-40- 3.52% |
$22.1K - $24.5K
|
1.1K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-40- 0.41% |
$22.1K - $24.5K
|
9.61K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-40- 1.05% |
$22.1K - $24.5K
|
3.76K
$2.53M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 1.55% |
$22.1K - $24.5K
|
2.55K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-41- 4.95% |
$22.6K - $25.1K
|
788
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-41- 0.02% |
$22.6K - $25.1K
|
191K
$129M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-41- 3.82% |
$22.6K - $25.1K
|
1.03K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-41- 5.65% |
$22.6K - $25.1K
|
685
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-42- 0.19% |
$23.2K - $25.7K
|
22K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-42- 0.06% |
$23.2K - $25.7K
|
72.3K
$48.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-42- 5.65% |
$23.2K - $25.7K
|
701
$471K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-42- 1.39% |
$23.2K - $25.7K
|
2.99K
$2M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-42- 6.1% |
$23.2K - $25.7K
|
646
$434K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-42- 7.01% |
$23.2K - $25.7K
|
557
$374K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-42- 1.2% |
$23.2K - $25.7K
|
3.46K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-42- 56.76% |
$23.2K - $25.7K
|
32
$21.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-43- 3.7% |
$23.7K - $26.4K
|
1.12K
$751K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-43- 6.23% |
$23.7K - $26.4K
|
647
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-43- 5.14% |
$23.7K - $26.4K
|
794
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-43- 0.44% |
$23.7K - $26.4K
|
9.7K
$6.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-43- 7.29% |
$23.7K - $26.4K
|
547
$367K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-43- 2.62% |
$23.7K - $26.4K
|
1.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-44- 0.9% |
$24.3K - $27K
|
4.86K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-44- 1.94% |
$24.3K - $27K
|
2.23K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-44- 1.47% |
$24.3K - $27K
|
2.95K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-45- 0.53% |
$24.8K - $27.6K
|
8.44K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-45- 0.71% |
$24.8K - $27.6K
|
6.26K
$4.2M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-45- 3.63% |
$24.8K - $27.6K
|
1.2K
$803K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-46- 0.35% |
$25.4K - $28.2K
|
13K
$8.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-46- 1.25% |
$25.4K - $28.2K
|
3.62K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-46- 3.7% |
$25.4K - $28.2K
|
1.2K
$803K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-46- 0.25% |
$25.4K - $28.2K
|
18.6K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-46- 4.65% |
$25.4K - $28.2K
|
944
$634K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-46- 6.09% |
$25.4K - $28.2K
|
709
$476K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-46- 1.76% |
$25.4K - $28.2K
|
2.57K
$1.72M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-46- 2.83% |
$25.4K - $28.2K
|
1.58K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-47- 2.28% |
$25.9K - $28.8K
|
2.01K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-48- 27.59% |
$26.5K - $29.4K
|
126
$84.6K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-48- 1.23% |
$26.5K - $29.4K
|
3.85K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 0.77% |
$26.5K - $29.4K
|
6.22K
$4.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-49- 1.71% |
$27K - $30K
|
2.82K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-49- 5.19% |
$27K - $30K
|
895
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-49- 7.45% |
$27K - $30K
|
609
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-49- 1.51% |
$27K - $30K
|
3.2K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-49- 0.22% |
$27K - $30K
|
22.4K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-50- 11.88% |
$27.6K - $30.6K
|
371
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 2.22% |
$27.6K - $30.6K
|
2.2K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-50- 9.36% |
$27.6K - $30.6K
|
484
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-50- 1.83% |
$27.6K - $30.6K
|
2.68K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 0.84% |
$27.6K - $30.6K
|
5.89K
$3.96M
|