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 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-186- 4.35% |
$103K - $114K
|
4.09K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-188- 19.09% |
$104K - $115K
|
797
$535K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-189- 7.39% |
$104K - $116K
|
2.37K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-189- 6.85% |
$104K - $116K
|
2.57K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-190- 3.52% |
$105K - $116K
|
5.21K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-192- 6.02% |
$106K - $118K
|
3K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-193- 2.16% |
$106K - $118K
|
8.74K
$5.87M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-194- 2.71% |
$107K - $119K
|
6.96K
$4.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-195- 6.43% |
$108K - $120K
|
2.84K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-195- 6.58% |
$108K - $120K
|
2.77K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-196- 2.99% |
$108K - $120K
|
6.36K
$4.27M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-197- 9.56% |
$109K - $121K
|
1.86K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-197- 7.03% |
$109K - $121K
|
2.61K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-197- 18.27% |
$109K - $121K
|
881
$591K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-198- 4.89% |
$109K - $121K
|
3.85K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-199- 0.64% |
$110K - $122K
|
30.8K
$20.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-200- 14.04% |
$110K - $123K
|
1.22K
$822K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 3.08% |
$110K - $123K
|
6.3K
$4.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-200- 16.56% |
$110K - $123K
|
1.01K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-200- 0.94% |
$110K - $123K
|
21K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-202- 8.21% |
$111K - $124K
|
2.26K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-203- 0.53% |
$112K - $124K
|
38.4K
$25.8M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-203- 35.68% |
$112K - $124K
|
366
$246K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-203- 0.92% |
$112K - $124K
|
21.9K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-205- 2.68% |
$113K - $126K
|
7.45K
$5M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-207- 4.12% |
$114K - $127K
|
4.82K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-207- 2.55% |
$114K - $127K
|
7.9K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-207- 4.72% |
$114K - $127K
|
4.18K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-211- 14.23% |
$116K - $129K
|
1.27K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-212- 1.12% |
$117K - $130K
|
18.8K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-215- 1.94% |
$119K - $132K
|
10.9K
$7.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-217- 1.89% |
$120K - $133K
|
11.3K
$7.57M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-217- 2.95% |
$120K - $133K
|
7.13K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-217- 14.04% |
$120K - $133K
|
1.33K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-218- 5.57% |
$120K - $134K
|
3.7K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-219- 12.0% |
$121K - $134K
|
1.61K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-220- 20.22% |
$121K - $135K
|
868
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-220- 2.94% |
$121K - $135K
|
7.25K
$4.87M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-220- 4.62% |
$121K - $135K
|
4.54K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-221- 7.41% |
$122K - $135K
|
2.76K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-223- 1.55% |
$123K - $137K
|
14.2K
$9.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-224- 1.05% |
$124K - $137K
|
21.1K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-224- 14.91% |
$124K - $137K
|
1.28K
$858K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-225- 3.35% |
$124K - $138K
|
6.49K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-227- 16.3% |
$125K - $139K
|
1.17K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-228- 6.39% |
$126K - $140K
|
3.34K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-229- 1.18% |
$126K - $140K
|
19.2K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-230- 8.27% |
$127K - $141K
|
2.55K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-231- 3.59% |
$127K - $142K
|
6.21K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-232- 0.85% |
$128K - $142K
|
26.9K
$18.1M
|