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
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.42K- 7.52% |
$781K - $869K
|
17.4K
$9.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 8.99% |
$783K - $870K
|
14.4K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.42K- 3.89% |
$785K - $873K
|
35.2K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.58% |
$789K - $877K
|
24.2K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.43K- 23.07% |
$789K - $877K
|
4.77K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.72% |
$790K - $878K
|
28.9K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.44K- 14.34% |
$795K - $884K
|
8.61K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 10.55% |
$802K - $892K
|
12.3K
$6.95M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.46K- 1.41% |
$805K - $895K
|
102K
$57.5M
|
|
|
May 09, 2025
Q1 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.46K- 6.11% |
$807K - $897K
|
22.5K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.47K- 48.43% |
$808K - $898K
|
1.56K
$879K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 10.83% |
$808K - $898K
|
12.1K
$6.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 40.65% |
$809K - $900K
|
2.14K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.47K- 1.93% |
$810K - $900K
|
74.5K
$42M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.48K- 62.86% |
$816K - $907K
|
874
$493K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.49K- 62.87% |
$823K - $914K
|
881
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.5K- 21.73% |
$827K - $919K
|
5.4K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.5K- 4.56% |
$827K - $919K
|
31.4K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.51K- 44.86% |
$830K - $922K
|
1.85K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.51K- 6.45% |
$832K - $925K
|
21.9K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.52K- 17.98% |
$840K - $934K
|
6.95K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 9.88% |
$846K - $940K
|
14K
$7.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.56K- 1.61% |
$859K - $955K
|
95.3K
$53.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 26.63% |
$861K - $957K
|
4.3K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 10.14% |
$880K - $978K
|
14.1K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-1.6K- 2.83% |
$882K - $981K
|
54.9K
$30.9M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$886K - $985K
|
66.4K
$37.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 14.77% |
$889K - $989K
|
9.31K
$5.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.61K- 2.65% |
$889K - $989K
|
59.1K
$33.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.63K- 4.93% |
$899K - $999K
|
31.4K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.64K- 32.0% |
$902K - $1M
|
3.48K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.64K- 1.68% |
$905K - $1.01M
|
95.9K
$54M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.44% |
$905K - $1.01M
|
35.3K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.65K- 9.48% |
$912K - $1.01M
|
15.8K
$8.9M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.67K- 3.72% |
$921K - $1.02M
|
43.2K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-1.67K- 71.12% |
$921K - $1.02M
|
678
$382K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.68K- 6.81% |
$924K - $1.03M
|
22.9K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.71K- 43.59% |
$945K - $1.05M
|
2.22K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.72K- 20.06% |
$948K - $1.05M
|
6.85K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.73K- 4.63% |
$956K - $1.06M
|
35.7K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.74K- 96.67% |
$959K - $1.07M
|
60
$33.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.74K- 91.58% |
$960K - $1.07M
|
160
$90.2K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.77K- 2.63% |
$974K - $1.08M
|
65.3K
$36.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.78K- 7.73% |
$982K - $1.09M
|
21.2K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.79K- 2.1% |
$988K - $1.1M
|
83.6K
$47.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 18.26% |
$991K - $1.1M
|
8.05K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.81K- 61.72% |
$996K - $1.11M
|
1.12K
$631K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.83K- 13.88% |
$1.01M - $1.12M
|
11.3K
$6.38M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 0.89% |
$1.03M - $1.15M
|
208K
$117M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.88K- 43.74% |
$1.04M - $1.15M
|
2.42K
$1.36M
|