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 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-133- 4.95% |
$73.3K - $81.5K
|
2.55K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-133- 13.08% |
$73.3K - $81.5K
|
884
$593K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-133- 9.05% |
$73.3K - $81.5K
|
1.34K
$898K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-134- 2.55% |
$73.9K - $82.1K
|
5.11K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-134- 3.4% |
$73.9K - $82.1K
|
3.8K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-134- 0.51% |
$73.9K - $82.1K
|
26.4K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-134- 16.28% |
$73.9K - $82.1K
|
689
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-136- 6.85% |
$75K - $83.4K
|
1.85K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-137- 1.11% |
$75.5K - $84K
|
12.2K
$8.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-137- 2.66% |
$75.5K - $84K
|
5.02K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-137- 15.6% |
$75.5K - $84K
|
741
$497K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-137- 7.33% |
$75.5K - $84K
|
1.73K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-137- 3.19% |
$75.5K - $84K
|
4.16K
$2.79M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-138- 1.03% |
$76.1K - $84.6K
|
13.2K
$8.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-138- 5.02% |
$76.1K - $84.6K
|
2.61K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-138- 1.49% |
$76.1K - $84.6K
|
9.11K
$6.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-139- 2.42% |
$76.6K - $85.2K
|
5.6K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-139- 2.95% |
$76.6K - $85.2K
|
4.58K
$3.07M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-139- 0.52% |
$76.6K - $85.2K
|
26.5K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-140- 0.04% |
$77.2K - $85.8K
|
315K
$211M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-140- 2.73% |
$77.2K - $85.8K
|
4.99K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-140- 0.13% |
$77.2K - $85.8K
|
109K
$73M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-140- 4.02% |
$77.2K - $85.8K
|
3.35K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.95% |
$77.8K - $86.4K
|
14.7K
$9.84M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-141- 11.06% |
$77.8K - $86.4K
|
1.13K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-141- 3.82% |
$77.8K - $86.4K
|
3.55K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-142- 0.6% |
$78.3K - $87K
|
23.4K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-142- 0.98% |
$78.3K - $87K
|
14.4K
$9.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-143- 19.97% |
$78.9K - $87.6K
|
573
$385K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-143- 12.65% |
$78.9K - $87.6K
|
987
$663K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-143- 1.29% |
$78.9K - $87.6K
|
10.9K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-143- 5.77% |
$78.9K - $87.6K
|
2.34K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-143- 1.48% |
$78.9K - $87.6K
|
9.5K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-144- 25.26% |
$79.4K - $88.3K
|
426
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-145- 5.83% |
$80K - $88.9K
|
2.34K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-145- 2.32% |
$80K - $88.9K
|
6.11K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-145- 4.16% |
$80K - $88.9K
|
3.34K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-146- 4.98% |
$80.5K - $89.5K
|
2.79K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-146- 4.24% |
$80.5K - $89.5K
|
3.3K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-148- 4.34% |
$81.6K - $90.7K
|
3.26K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.58% |
$81.6K - $90.7K
|
2.1K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-149- 4.23% |
$82.2K - $91.3K
|
3.37K
$2.26M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.48% |
$82.7K - $91.9K
|
2.17K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-150- 1.32% |
$82.7K - $91.9K
|
11.2K
$7.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-150- 5.4% |
$82.7K - $91.9K
|
2.63K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-150- 12.51% |
$82.7K - $91.9K
|
1.05K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-150- 29.41% |
$82.7K - $91.9K
|
360
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-151- 9.54% |
$83.3K - $92.6K
|
1.43K
$961K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-151- 0.7% |
$83.3K - $92.6K
|
21.6K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-151- 2.19% |
$83.3K - $92.6K
|
6.74K
$4.52M
|