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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 7.62% |
$2.61M - $2.9M
|
57.4K
$32.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-4.75K- 56.2% |
$2.62M - $2.91M
|
3.7K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.27% |
$2.67M - $2.96M
|
61.7K
$34.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.88K- 39.66% |
$2.69M - $2.99M
|
7.43K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.9K- 2.33% |
$2.7M - $3M
|
205K
$115M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-4.91K- 1.23% |
$2.71M - $3.01M
|
393K
$221M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.98K- 30.98% |
$2.74M - $3.05M
|
11.1K
$6.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.05K- 15.84% |
$2.79M - $3.1M
|
26.8K
$15.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.14K- 34.11% |
$2.83M - $3.15M
|
9.92K
$5.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.18K- 38.53% |
$2.86M - $3.18M
|
8.26K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.21K- 62.73% |
$2.87M - $3.19M
|
3.09K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.3K- 29.23% |
$2.92M - $3.25M
|
12.8K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.48K- 15.4% |
$3.02M - $3.36M
|
30.1K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-5.51K- 7.4% |
$3.04M - $3.38M
|
68.9K
$38.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-5.6K- 52.83% |
$3.09M - $3.43M
|
5K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.61K- 18.29% |
$3.09M - $3.44M
|
25K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.65K- 0.88% |
$3.11M - $3.46M
|
639K
$360M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-5.68K- 6.07% |
$3.13M - $3.48M
|
87.8K
$49.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5.69K- 91.72% |
$3.14M - $3.49M
|
513
$289K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.74K- 43.16% |
$3.17M - $3.52M
|
7.56K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.81K- 7.39% |
$3.21M - $3.56M
|
72.9K
$41.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.95K- 40.33% |
$3.28M - $3.65M
|
8.81K
$4.96M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.96K- 29.1% |
$3.29M - $3.65M
|
14.5K
$8.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.05K- 39.4% |
$3.34M - $3.71M
|
9.3K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.16K- 57.92% |
$3.4M - $3.78M
|
4.48K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-6.21K- 9.66% |
$3.42M - $3.8M
|
58K
$32.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.23K- 6.05% |
$3.43M - $3.82M
|
96.6K
$54.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.32K- 19.3% |
$3.48M - $3.87M
|
26.4K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-6.34K- 79.77% |
$3.5M - $3.89M
|
1.61K
$906K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.35K- 17.84% |
$3.5M - $3.89M
|
29.3K
$16.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.46K- 12.58% |
$3.56M - $3.96M
|
44.9K
$25.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-6.56K- 2.01% |
$3.62M - $4.02M
|
320K
$180M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.61K- 41.64% |
$3.64M - $4.05M
|
9.26K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.71K- 87.18% |
$3.7M - $4.11M
|
986
$556K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.73K- 6.57% |
$3.71M - $4.13M
|
95.7K
$53.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-6.74K- 14.93% |
$3.72M - $4.13M
|
38.4K
$21.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.76K- 21.58% |
$3.73M - $4.14M
|
24.6K
$13.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 0.64% |
$3.73M - $4.14M
|
1.05M
$589M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6.77K- 21.99% |
$3.73M - $4.15M
|
24K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-6.83K- 61.82% |
$3.76M - $4.18M
|
4.22K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.84K- 11.45% |
$3.77M - $4.19M
|
52.9K
$29.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-6.88K- 17.51% |
$3.79M - $4.21M
|
32.4K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.96K- 9.5% |
$3.84M - $4.27M
|
66.3K
$37.4M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.97K- 12.47% |
$3.84M - $4.27M
|
48.9K
$27.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.09K- 3.33% |
$3.91M - $4.35M
|
206K
$116M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.09K- 2.72% |
$3.91M - $4.35M
|
254K
$143M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.1K- 11.35% |
$3.91M - $4.35M
|
55.4K
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.19K- 3.76% |
$3.96M - $4.41M
|
184K
$104M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-7.35K- 3.33% |
$4.05M - $4.51M
|
213K
$120M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.36K- 15.45% |
$4.06M - $4.51M
|
40.3K
$22.7M
|