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 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.53K- 45.09% |
$4.15M - $4.62M
|
9.18K
$5.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.59K- 71.39% |
$4.18M - $4.65M
|
3.04K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-7.83K- 78.49% |
$4.31M - $4.8M
|
2.14K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.93K- 5.44% |
$4.37M - $4.86M
|
138K
$77.6M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.95K- 19.97% |
$4.39M - $4.88M
|
31.9K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.02K- 34.32% |
$4.42M - $4.91M
|
15.3K
$8.64M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-8.02K- 46.7% |
$4.42M - $4.91M
|
9.15K
$5.16M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-8.21K- 21.82% |
$4.53M - $5.03M
|
29.4K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.24K- 31.84% |
$4.54M - $5.05M
|
17.6K
$9.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.28K- 21.83% |
$4.56M - $5.07M
|
29.6K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-8.56K- 1.39% |
$4.72M - $5.24M
|
607K
$342M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-8.58K- 23.28% |
$4.73M - $5.26M
|
28.3K
$15.9M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-8.62K- 26.88% |
$4.75M - $5.28M
|
23.4K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.68K- 27.02% |
$4.78M - $5.32M
|
23.4K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.96K- 28.8% |
$4.94M - $5.49M
|
22.1K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-9K- 31.19% |
$4.96M - $5.52M
|
19.9K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.28K- 25.64% |
$5.12M - $5.69M
|
26.9K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-9.33K- 10.63% |
$5.14M - $5.72M
|
78.4K
$44.2M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.37K- 41.1% |
$5.16M - $5.74M
|
13.4K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.71K- 55.65% |
$5.35M - $5.95M
|
7.74K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-9.72K- 3.78% |
$5.36M - $5.95M
|
248K
$140M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.84K- 80.9% |
$5.43M - $6.03M
|
2.32K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10K- 21.78% |
$5.51M - $6.13M
|
35.9K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-10K- 4.63% |
$5.51M - $6.13M
|
206K
$116M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-10K- 68.06% |
$5.54M - $6.16M
|
4.71K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 28.08% |
$5.69M - $6.33M
|
26.4K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-10.3K- 23.7% |
$5.7M - $6.34M
|
33.3K
$18.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.4K- 2.4% |
$5.74M - $6.38M
|
423K
$239M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10.5K- 3.8% |
$5.78M - $6.42M
|
265K
$149M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10.8K- 33.88% |
$5.96M - $6.62M
|
21.1K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10.9K- 15.7% |
$5.98M - $6.65M
|
58.3K
$32.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.9K- 6.13% |
$6.01M - $6.68M
|
167K
$94.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.9K- 66.19% |
$6.02M - $6.69M
|
5.57K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11.2K- 99.82% |
$6.16M - $6.85M
|
20
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.3K- 47.42% |
$6.25M - $6.95M
|
12.6K
$7.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.4K- 6.81% |
$6.26M - $6.96M
|
155K
$87.6M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-11.4K- 45.48% |
$6.27M - $6.97M
|
13.6K
$7.68M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 60.6% |
$6.31M - $7.01M
|
7.44K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 3.18% |
$6.41M - $7.12M
|
354K
$200M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.7K- 3.28% |
$6.46M - $7.18M
|
345K
$195M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11.8K- 96.61% |
$6.48M - $7.21M
|
413
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.8K- 0.99% |
$6.51M - $7.24M
|
1.18M
$665M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-11.9K- 87.12% |
$6.55M - $7.28M
|
1.76K
$990K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-11.9K- 30.48% |
$6.57M - $7.31M
|
27.2K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.2K- 21.7% |
$6.75M - $7.51M
|
44.2K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.6K- 67.74% |
$6.95M - $7.73M
|
6K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 9.93% |
$6.95M - $7.73M
|
114K
$64.4M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12.7K- 34.51% |
$6.99M - $7.77M
|
24.1K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12.8K- 43.12% |
$7.05M - $7.84M
|
16.9K
$9.51M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.9K- 6.29% |
$7.11M - $7.9M
|
192K
$108M
|