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 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-152- 0.74% |
$83.8K - $93.2K
|
20.3K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-152- 0.38% |
$83.8K - $93.2K
|
39.8K
$26.7M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-153- 0.78% |
$84.4K - $93.8K
|
19.5K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-154- 64.44% |
$84.9K - $94.4K
|
85
$57.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-155- 3.94% |
$85.5K - $95K
|
3.78K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-155- 4.35% |
$85.5K - $95K
|
3.41K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-157- 13.86% |
$86.6K - $96.2K
|
976
$655K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-158- 0.92% |
$87.1K - $96.8K
|
16.9K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-159- 8.06% |
$87.7K - $97.5K
|
1.81K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-159- 5.32% |
$87.7K - $97.5K
|
2.83K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-159- 6.82% |
$87.7K - $97.5K
|
2.17K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-159- 4.09% |
$87.7K - $97.5K
|
3.73K
$2.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-161- 0.58% |
$88.8K - $98.7K
|
27.4K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-162- 1.66% |
$89.3K - $99.3K
|
9.59K
$6.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-163- 50.46% |
$89.9K - $99.9K
|
160
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-163- 3.35% |
$89.9K - $99.9K
|
4.7K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-163- 1.55% |
$89.9K - $99.9K
|
10.3K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-163- 1.51% |
$89.9K - $99.9K
|
10.6K
$7.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-164- 1.93% |
$90.4K - $101K
|
8.34K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-164- 3.67% |
$90.4K - $101K
|
4.3K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-164- 6.88% |
$90.4K - $101K
|
2.22K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-165- 1.47% |
$91K - $101K
|
11.1K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-166- 4.14% |
$91.5K - $102K
|
3.84K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-167- 1.06% |
$92.1K - $102K
|
15.7K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-167- 2.65% |
$92.1K - $102K
|
6.15K
$4.13M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-168- 3.29% |
$92.6K - $103K
|
4.94K
$3.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-169- 4.33% |
$93.2K - $104K
|
3.74K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-169- 0.99% |
$93.2K - $104K
|
17K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-170- 11.42% |
$93.7K - $104K
|
1.32K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-170- 0.47% |
$93.7K - $104K
|
35.8K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-171- 0.82% |
$94.3K - $105K
|
20.8K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-172- 27.26% |
$94.8K - $105K
|
459
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-172- 6.7% |
$94.8K - $105K
|
2.4K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-172- 9.57% |
$94.8K - $105K
|
1.63K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-173- 22.21% |
$95.4K - $106K
|
606
$407K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-174- 9.41% |
$95.9K - $107K
|
1.68K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-177- 2.89% |
$97.6K - $108K
|
5.94K
$3.99M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-178- 8.97% |
$98.2K - $109K
|
1.81K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-178- 1.01% |
$98.2K - $109K
|
17.4K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-179- 2.17% |
$98.7K - $110K
|
8.07K
$5.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-180- 5.36% |
$99.3K - $110K
|
3.18K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-180- 2.24% |
$99.3K - $110K
|
7.87K
$5.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-180- 0.6% |
$99.3K - $110K
|
30K
$20.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-180- 8.52% |
$99.3K - $110K
|
1.93K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-180- 11.41% |
$99.3K - $110K
|
1.4K
$938K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-180- 14.53% |
$99.3K - $110K
|
1.06K
$711K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-181- 1.0% |
$99.8K - $111K
|
17.9K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-182- 7.42% |
$100K - $112K
|
2.27K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-184- 0.61% |
$101K - $113K
|
30.2K
$20.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-185- 3.99% |
$102K - $113K
|
4.45K
$2.99M
|