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
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-61- 1.58% |
$33.6K - $37.4K
|
3.8K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-61- 0.33% |
$33.6K - $37.4K
|
18.4K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-61- 1.79% |
$33.6K - $37.4K
|
3.35K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-62- 35.03% |
$34.2K - $38K
|
115
$77.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-62- 9.69% |
$34.2K - $38K
|
578
$388K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-62- 4.13% |
$34.2K - $38K
|
1.44K
$967K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-62- 3.88% |
$34.2K - $38K
|
1.54K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-62- 3.85% |
$34.2K - $38K
|
1.55K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-62- 1.72% |
$34.2K - $38K
|
3.55K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-62- 12.2% |
$34.2K - $38K
|
446
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-64- 1.26% |
$35.3K - $39.2K
|
5K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-64- 1.41% |
$35.3K - $39.2K
|
4.49K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-65- 3.84% |
$35.8K - $39.8K
|
1.63K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-65- 0.2% |
$35.8K - $39.8K
|
32.7K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-65- 12.33% |
$35.8K - $39.8K
|
462
$310K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-66- 1.27% |
$36.4K - $40.5K
|
5.13K
$3.45M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-66- 10.86% |
$36.4K - $40.5K
|
542
$364K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-67- 2.46% |
$36.9K - $41.1K
|
2.66K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-68- 2.95% |
$37.5K - $41.7K
|
2.23K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-69- 0.63% |
$38K - $42.3K
|
11K
$7.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-70- 6.43% |
$38.6K - $42.9K
|
1.02K
$683K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 3.55% |
$38.6K - $42.9K
|
1.9K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70- 3.95% |
$38.6K - $42.9K
|
1.7K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 8.05% |
$38.6K - $42.9K
|
800
$537K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-71- 1.96% |
$39.2K - $43.5K
|
3.56K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-71- 14.55% |
$39.2K - $43.5K
|
417
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-71- 3.34% |
$39.2K - $43.5K
|
2.05K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 1.71% |
$39.7K - $44.1K
|
4.13K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-72- 0.8% |
$39.7K - $44.1K
|
8.94K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-72- 3.01% |
$39.7K - $44.1K
|
2.32K
$1.56M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-72- 6.99% |
$39.7K - $44.1K
|
958
$643K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-73- 0.64% |
$40.3K - $44.7K
|
11.3K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-73- 0.47% |
$40.3K - $44.7K
|
15.5K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-73- 0.72% |
$40.3K - $44.7K
|
10K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Emory University
Atlanta, GA |
SELL
|
- |
-73- 9.35% |
$40.3K - $44.7K
|
708
$475K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-74- 7.86% |
$40.8K - $45.4K
|
868
$583K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-74- 3.57% |
$40.8K - $45.4K
|
2K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-75- 10.09% |
$41.4K - $46K
|
668
$448K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-76- 1.47% |
$41.9K - $46.6K
|
5.1K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-76- 1.69% |
$41.9K - $46.6K
|
4.43K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-76- 2.21% |
$41.9K - $46.6K
|
3.37K
$2.26M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 0.52% |
$41.9K - $46.6K
|
14.7K
$9.84M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-77- 2.34% |
$42.5K - $47.2K
|
3.21K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-78- 2.72% |
$43K - $47.8K
|
2.79K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-78- 7.19% |
$43K - $47.8K
|
1.01K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-78- 1.71% |
$43K - $47.8K
|
4.48K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-79- 7.16% |
$43.6K - $48.4K
|
1.03K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-79- 16.02% |
$43.6K - $48.4K
|
414
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-80- 4.81% |
$44.1K - $49K
|
1.58K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-80- 4.91% |
$44.1K - $49K
|
1.55K
$1.04M
|