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 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-50- 2.21% |
$27.6K - $30.6K
|
2.21K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-50- 1.05% |
$27.6K - $30.6K
|
4.7K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 1.73% |
$27.6K - $30.6K
|
2.84K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-50- 5.15% |
$27.6K - $30.6K
|
920
$618K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-50- 8.77% |
$27.6K - $30.6K
|
520
$349K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-51- 0.02% |
$28.1K - $31.3K
|
324K
$217M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-51- 0.24% |
$28.1K - $31.3K
|
21.1K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-51- 4.52% |
$28.1K - $31.3K
|
1.08K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-52- 5.69% |
$28.7K - $31.9K
|
862
$579K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-52- 27.37% |
$28.7K - $31.9K
|
138
$92.6K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52- 0.48% |
$28.7K - $31.9K
|
10.7K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-53- 0.82% |
$29.2K - $32.5K
|
6.4K
$4.29M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-53- 0.39% |
$29.2K - $32.5K
|
13.7K
$9.18M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-53- 3.66% |
$29.2K - $32.5K
|
1.39K
$936K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-53- 0.18% |
$29.2K - $32.5K
|
29.1K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-54- 0.55% |
$29.8K - $33.1K
|
9.84K
$6.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-54- 0.35% |
$29.8K - $33.1K
|
15.4K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-54- 2.71% |
$29.8K - $33.1K
|
1.94K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.72% |
$29.8K - $33.1K
|
1.09K
$732K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-54- 3.36% |
$29.8K - $33.1K
|
1.55K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-54- 3.22% |
$29.8K - $33.1K
|
1.62K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-54- 0.93% |
$29.8K - $33.1K
|
5.74K
$3.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.7% |
$30.3K - $33.7K
|
7.83K
$5.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-55- 0.81% |
$30.3K - $33.7K
|
6.73K
$4.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-55- 3.43% |
$30.3K - $33.7K
|
1.55K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.21% |
$30.3K - $33.7K
|
4.49K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-56- 5.94% |
$30.9K - $34.3K
|
887
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-56- 6.93% |
$30.9K - $34.3K
|
752
$505K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-56- 0.41% |
$30.9K - $34.3K
|
13.5K
$9.07M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-56- 1.51% |
$30.9K - $34.3K
|
3.65K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-57- 2.9% |
$31.4K - $34.9K
|
1.91K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-58- 1.81% |
$32K - $35.5K
|
3.15K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-58- 8.57% |
$32K - $35.5K
|
619
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-58- 2.62% |
$32K - $35.5K
|
2.16K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-58- 0.99% |
$32K - $35.5K
|
5.81K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-58- 13.49% |
$32K - $35.5K
|
372
$250K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58- 0.52% |
$32K - $35.5K
|
11.1K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-58- 2.07% |
$32K - $35.5K
|
2.75K
$1.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-59- 6.97% |
$32.5K - $36.2K
|
787
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 1.25% |
$32.5K - $36.2K
|
4.67K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-59- 6.35% |
$32.5K - $36.2K
|
870
$584K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-59- 6.68% |
$32.5K - $36.2K
|
824
$553K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-60- 0.56% |
$33.1K - $36.8K
|
10.7K
$7.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.72% |
$33.1K - $36.8K
|
8.31K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-60- 1.92% |
$33.1K - $36.8K
|
3.06K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-60- 2.17% |
$33.1K - $36.8K
|
2.7K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-60- 3.81% |
$33.1K - $36.8K
|
1.51K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-60- 1.82% |
$33.1K - $36.8K
|
3.24K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60- 2.19% |
$33.1K - $36.8K
|
2.69K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-61- 2.89% |
$33.6K - $37.4K
|
2.05K
$1.38M
|