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 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-80- 1.09% |
$44.1K - $49K
|
7.29K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-80- 1.47% |
$44.1K - $49K
|
5.35K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.91% |
$44.7K - $49.6K
|
8.78K
$5.89M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-81- 1.49% |
$44.7K - $49.6K
|
5.34K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-82- 0.81% |
$45.2K - $50.3K
|
9.98K
$6.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-82- 1.87% |
$45.2K - $50.3K
|
4.3K
$2.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-83- 1.4% |
$45.8K - $50.9K
|
5.84K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-83- 2.01% |
$45.8K - $50.9K
|
4.05K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-83- 0.82% |
$45.8K - $50.9K
|
10.1K
$6.76M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-83- 15.57% |
$45.8K - $50.9K
|
450
$302K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-83- 10.91% |
$45.8K - $50.9K
|
678
$455K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-84- 4.5% |
$46.3K - $51.5K
|
1.78K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 0.84% |
$46.9K - $52.1K
|
9.98K
$6.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-85- 3.35% |
$46.9K - $52.1K
|
2.46K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-85- 1.91% |
$46.9K - $52.1K
|
4.37K
$2.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-85- 1.16% |
$46.9K - $52.1K
|
7.26K
$4.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 8.27% |
$46.9K - $52.1K
|
943
$633K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-85- 2.7% |
$46.9K - $52.1K
|
3.06K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-85- 3.73% |
$46.9K - $52.1K
|
2.19K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-85- 11.9% |
$46.9K - $52.1K
|
629
$422K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-86- 3.99% |
$47.4K - $52.7K
|
2.07K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-87- 10.26% |
$48K - $53.3K
|
761
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-87- 2.7% |
$48K - $53.3K
|
3.14K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-87- 1.16% |
$48K - $53.3K
|
7.44K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-88- 5.32% |
$48.5K - $53.9K
|
1.57K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-88- 3.67% |
$48.5K - $53.9K
|
2.31K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$49.1K - $54.6K
|
10.8K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-89- 6.44% |
$49.1K - $54.6K
|
1.29K
$867K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-89- 0.37% |
$49.1K - $54.6K
|
24.1K
$16.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-89- 1.87% |
$49.1K - $54.6K
|
4.68K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-89- 5.11% |
$49.1K - $54.6K
|
1.65K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-90- 1.05% |
$49.6K - $55.2K
|
8.47K
$5.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-90- 0.55% |
$49.6K - $55.2K
|
16.3K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-90- 3.09% |
$49.6K - $55.2K
|
2.82K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-91- 1.09% |
$50.2K - $55.8K
|
8.23K
$5.52M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-91- 1.32% |
$50.2K - $55.8K
|
6.82K
$4.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$97.3K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-92- 0.7% |
$50.7K - $56.4K
|
13K
$8.75M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-92- 5.1% |
$50.7K - $56.4K
|
1.71K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-93- 0.68% |
$51.3K - $57K
|
13.5K
$9.05M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-93- 1.1% |
$51.3K - $57K
|
8.39K
$5.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94- 7.56% |
$51.8K - $57.6K
|
1.15K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-94- 4.73% |
$51.8K - $57.6K
|
1.9K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-95- 15.86% |
$52.4K - $58.2K
|
504
$338K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.69% |
$52.4K - $58.2K
|
3.43K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-95- 5.14% |
$52.4K - $58.2K
|
1.76K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-95- 28.79% |
$52.4K - $58.2K
|
235
$158K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-96- 0.43% |
$52.9K - $58.8K
|
22.4K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-97- 4.95% |
$53.5K - $59.5K
|
1.86K
$1.25M
|